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Lido Advisors

Latest statistics and disclosures from Lido Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, BSCR, AAPL, NVDA, BSCQ, and represent 41.50% of Lido Advisors's stock portfolio.
Added to shares of these 10 stocks: MYCH (+$301M), QQQ (+$214M), TEND (+$171M), SPY (+$129M), KRMN (+$120M), PNC (+$104M), BSCR (+$76M), NFLX (+$74M), IBDT (+$52M), IBDU (+$43M).
Started 211 new stock positions in SSRM, MDU, FTI, DOCU, IBP, CE, MUR, MSIF, EXE, NTRA.
Reduced shares in these 10 stocks: AAPL (-$202M), TENM (-$164M), BSCQ (-$78M), VOO (-$66M), IEFA (-$54M), GOOGL (-$39M), META (-$29M), LRCX (-$28M), TGT (-$26M), MO (-$24M).
Sold out of its positions in TAFI, DTEC, ARKW, AFRM, ARE, AQST, AstraZeneca, TEAM, BBWI, BAX.
Lido Advisors was a net buyer of stock by $329M.
Lido Advisors has $33B in assets under management (AUM), dropping by -2.73%.
Central Index Key (CIK): 0001650150

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Portfolio Holdings for Lido Advisors

Lido Advisors holds 1743 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Lido Advisors has 1743 total positions. Only the first 250 positions are shown.

Sign up to view all of the Lido Advisors March 31, 2026 positions
Download the Lido Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	27.4	$8.9B		14M	652.14	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	4.2	$1.4B	+5%	71M	19.62	View chart
Apple (AAPL)	3.5	$1.1B	-15%	4.5M	253.79	View chart
NVIDIA Corporation (NVDA)	3.2	$1.1B		6.0M	174.41	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	3.2	$1.0B	-6%	54M	19.53	View chart
Microsoft Corporation (MSFT)	2.6	$840M		2.3M	370.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$576M	+59%	998k	577.18	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.4	$453M	+3%	2.2M	208.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$438M	+2%	3.9M	113.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$411M	+4%	1.9M	211.17	View chart
Amazon (AMZN)	1.2	$404M	-3%	1.9M	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$314M	-11%	1.1M	287.56	View chart
Ssga Active Tr State Street My (MYCH)	0.9	$307M	+5490%	12M	24.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$276M	-7%	423k	653.21	View chart
Broadcom (AVGO)	0.8	$256M	-6%	828k	309.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$244M	-4%	1.7M	142.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$242M	-21%	404k	597.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$228M	-4%	794k	286.86	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.6	$187M		2.7M	70.20	View chart
Ishares Tr Large Cap 10 Ta (TEND)	0.5	$172M	+12546%	7.0M	24.75	View chart
JPMorgan Chase & Co. (JPM)	0.5	$163M	-8%	553k	294.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$160M		333k	479.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$153M	+8%	219k	697.72	View chart
Tesla Motors (TSLA)	0.5	$152M	-9%	410k	371.75	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.5	$152M	+6%	2.2M	70.36	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.5	$150M		1.7M	86.52	View chart
Meta Platforms Cl A (META)	0.4	$145M	-16%	254k	572.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$145M		451k	320.81	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.4	$141M	+7%	8.4M	16.72	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.4	$140M		1.5M	93.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$139M	-13%	326k	426.40	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.4	$139M		2.0M	68.12	View chart
Costco Wholesale Corporation (COST)	0.4	$123M	+4%	124k	996.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$123M	-2%	285k	430.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$121M	-30%	1.3M	90.56	View chart
Karman Hldgs Common Stock Put Option (KRMN)	0.4	$120M	+46870%	1.5M	80.05	View chart
Exxon Mobil Corporation (XOM)	0.4	$119M	-11%	700k	169.66	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$118M		6.3M	18.66	View chart
Palantir Technologies Cl A (PLTR)	0.4	$117M	+16%	802k	146.28	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$113M	+84%	4.5M	25.33	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.3	$113M	+30%	4.7M	24.24	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	0.3	$113M	+30%	4.7M	24.24	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.3	$108M		2.2M	48.98	View chart
PNC Financial Services (PNC)	0.3	$107M	+3211%	514k	208.09	View chart
Eli Lilly & Co. (LLY)	0.3	$106M	-15%	115k	919.77	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$106M	-7%	426k	248.84	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$102M		275k	370.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$102M		519k	196.20	View chart
Wal-Mart Stores (WMT)	0.3	$101M	-17%	812k	124.53	View chart
Netflix (NFLX)	0.3	$101M	+284%	1.0M	96.15	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$101M	-7%	4.9M	20.42	View chart
Abbvie (ABBV)	0.3	$98M	+4%	449k	217.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$97M	-3%	273k	356.56	View chart
Johnson & Johnson (JNJ)	0.3	$91M	-8%	371k	244.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$91M		3.1M	29.13	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$90M		967k	92.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$89M	+3%	917k	97.23	View chart
Goldman Sachs (GS)	0.3	$86M	-5%	102k	848.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$82M		1.3M	64.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$82M	+14%	1.6M	50.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$81M	+14%	328k	248.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$80M		633k	125.57	View chart
Home Depot (HD)	0.2	$79M		241k	328.89	View chart
Visa Com Cl A (V)	0.2	$78M		259k	302.24	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$78M	-12%	229k	338.89	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$77M	+6%	930k	82.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$76M	-4%	174k	436.79	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$76M	+129%	3.3M	23.26	View chart
Micron Technology (MU)	0.2	$73M		214k	337.99	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$72M	+6%	1.3M	54.55	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.2	$71M		1.4M	52.33	View chart
Applied Materials (AMAT)	0.2	$68M	-23%	198k	341.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$66M	+69%	310k	213.67	View chart
Raytheon Technologies Corp (RTX)	0.2	$65M	+11%	339k	192.90	View chart
Lam Research Corp Com New (LRCX)	0.2	$63M	-30%	295k	213.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$62M	+3%	621k	99.26	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$60M	+2%	1.8M	34.02	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$60M	-2%	371k	160.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$58M	+2%	194k	298.85	View chart
UnitedHealth (UNH)	0.2	$58M	-5%	213k	270.59	View chart
Caterpillar (CAT)	0.2	$56M	-15%	79k	708.46	View chart
McKesson Corporation (MCK)	0.2	$55M	-10%	64k	866.18	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.2	$54M	-3%	799k	68.11	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$53M	-3%	606k	87.84	View chart
Analog Devices (ADI)	0.2	$53M		167k	318.14	View chart
Mastercard Incorporated Cl A (MA)	0.2	$51M	-8%	103k	499.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$50M	-20%	734k	67.60	View chart
Chevron Corporation (CVX)	0.2	$50M		240k	206.90	View chart
salesforce (CRM)	0.2	$49M	+37%	263k	187.98	View chart
Charles Schwab Corporation (SCHW)	0.1	$47M	-5%	503k	93.98	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$47M	+142%	557k	84.44	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$47M	+6%	321k	145.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$46M	+13%	160k	287.18	View chart
Palo Alto Networks (PANW)	0.1	$46M	-9%	286k	160.32	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$45M	-18%	895k	50.34	View chart
Oracle Corporation (ORCL)	0.1	$45M	-9%	303k	147.11	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$44M	+12%	327k	132.90	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$43M	+593%	2.0M	21.89	View chart
Cisco Systems (CSCO)	0.1	$43M	-18%	557k	77.59	View chart
Eaton Corp SHS (ETN)	0.1	$43M	-25%	119k	357.67	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$43M		496k	85.64	View chart
Kla Corp Com New (KLAC)	0.1	$42M	-8%	29k	1472.33	View chart
Ge Aerospace Com New (GE)	0.1	$42M	+53%	146k	284.25	View chart
Essex Property Trust (ESS)	0.1	$42M		170k	244.58	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$41M		1.0M	39.14	View chart
Procter & Gamble Company (PG)	0.1	$41M	+6%	283k	144.44	View chart
Merck & Co (MRK)	0.1	$41M	-9%	336k	120.81	View chart
Vanguard World Financials Etf (VFH)	0.1	$40M	+3%	334k	120.81	View chart
Quanta Services (PWR)	0.1	$39M	-22%	71k	549.02	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$38M	-35%	551k	69.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$38M		259k	148.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$38M		146k	261.92	View chart
ConocoPhillips (COP)	0.1	$38M	-9%	289k	132.00	View chart
L3harris Technologies (LHX)	0.1	$38M		110k	345.15	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$38M	-2%	103k	367.44	View chart
Ge Vernova (GEV)	0.1	$38M		43k	873.40	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.1	$38M	+4%	655k	57.64	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$37M		155k	240.00	View chart
Deere & Company (DE)	0.1	$37M	-10%	66k	564.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$36M	-7%	331k	109.69	View chart
Blackrock (BLK)	0.1	$35M		36k	961.72	View chart
Vanguard World Health Car Etf (VHT)	0.1	$35M	+8%	127k	272.33	View chart
Vanguard World Industrial Etf (VIS)	0.1	$34M	+6%	110k	312.22	View chart
Morgan Stanley Com New (MS)	0.1	$34M	-18%	208k	164.57	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$34M	+7%	188k	179.84	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$34M	-4%	571k	59.07	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$34M		54k	617.52	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$33M	-11%	674k	49.38	View chart
Nextera Energy (NEE)	0.1	$33M	+13%	358k	92.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$33M	-19%	612k	54.05	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$33M	-39%	426k	76.54	View chart
McDonald's Corporation (MCD)	0.1	$32M	-17%	104k	310.79	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$32M	+6%	88k	359.03	View chart
Ishares Tr Msci Eafe Etf Put Option (EFA)	0.1	$32M		326k	97.13	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$31M	-13%	1.2M	26.91	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$31M	+7%	308k	100.61	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$30M	-34%	220k	138.37	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$30M	+7%	1.6M	18.40	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$30M	+157%	662k	45.56	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$30M	-7%	142k	211.90	View chart
TJX Companies (TJX)	0.1	$29M		184k	159.70	View chart
Zimmer Holdings (ZBH)	0.1	$29M	+5%	324k	90.66	View chart
Amgen (AMGN)	0.1	$29M		83k	351.85	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$29M		385k	74.35	View chart
General Dynamics Corporation (GD)	0.1	$28M		83k	343.22	View chart
Servicenow (NOW)	0.1	$28M	+134%	268k	104.55	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$28M	-9%	136k	205.80	View chart
Intuitive Surgical Com New (ISRG)	0.1	$28M	-8%	61k	460.99	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$28M	-13%	277k	100.17	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$27M	-2%	230k	118.51	View chart
International Business Machines (IBM)	0.1	$27M		112k	242.39	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$27M	-8%	284k	94.73	View chart
Qualcomm (QCOM)	0.1	$27M		208k	128.78	View chart
Pepsi (PEP)	0.1	$27M	+29%	172k	155.33	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$26M	+14%	464k	56.68	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$26M	-13%	279k	93.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$26M	+16%	135k	191.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$26M		135k	191.92	View chart
Coca-Cola Company (KO)	0.1	$26M	+2%	335k	76.58	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$25M	+65%	486k	52.03	View chart
Bank of America Corporation (BAC)	0.1	$25M	+8%	509k	48.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$25M	-5%	193k	128.12	View chart
Cheniere Energy Com New (LNG)	0.1	$25M	+21%	87k	283.76	View chart
Domino's Pizza (DPZ)	0.1	$24M	+3%	68k	358.79	View chart
Metropcs Communications (TMUS)	0.1	$24M	+3%	115k	210.03	View chart
Chubb (CB)	0.1	$24M	+8%	73k	326.90	View chart
Advanced Micro Devices (AMD)	0.1	$24M	-6%	117k	203.43	View chart
American Express Company (AXP)	0.1	$24M	-26%	79k	302.48	View chart
Lockheed Martin Corporation (LMT)	0.1	$24M	-8%	39k	604.38	View chart
Emerson Electric (EMR)	0.1	$24M	-19%	181k	131.02	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$24M		211k	111.37	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$23M	+7%	177k	132.53	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$23M	+186%	416k	56.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$23M	-9%	249k	92.74	View chart
Arista Networks Com Shs (ANET)	0.1	$23M	-18%	186k	122.78	View chart
Honeywell International (HON)	0.1	$23M	-15%	101k	226.03	View chart
Starbucks Corporation (SBUX)	0.1	$22M		247k	89.59	View chart
Abbott Laboratories (ABT)	0.1	$22M	-18%	215k	102.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$22M	-7%	510k	43.06	View chart
American Tower Reit (AMT)	0.1	$22M	-11%	126k	172.58	View chart
Altria (MO)	0.1	$22M	-52%	324k	67.05	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$22M	-8%	158k	136.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$21M	-4%	100k	215.06	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$21M	+5%	846k	25.10	View chart
Valero Energy Corporation (VLO)	0.1	$21M	-27%	86k	247.08	View chart
Philip Morris International (PM)	0.1	$21M	-6%	126k	166.81	View chart
Texas Pacific Land Corp (TPL)	0.1	$21M	+123%	44k	474.56	View chart
Ishares Msci Cda Etf (EWC)	0.1	$21M	+156%	381k	54.79	View chart
Corning Incorporated (GLW)	0.1	$21M		153k	135.97	View chart
Ishares Msci France Etf (EWQ)	0.1	$21M	+168%	476k	43.38	View chart
Cullen/Frost Bankers (CFR)	0.1	$21M		150k	137.08	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$20M	+3%	458k	44.11	View chart
Wells Fargo & Company (WFC)	0.1	$20M	-4%	253k	79.61	View chart
Thermo Fisher Scientific (TMO)	0.1	$20M	-11%	41k	492.00	View chart
Nvent Elec SHS (NVT)	0.1	$20M	-10%	167k	118.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$20M	-46%	643k	30.68	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$20M	-18%	44k	446.53	View chart
Walt Disney Company (DIS)	0.1	$19M	-4%	201k	96.38	View chart
Intercontinental Exchange (ICE)	0.1	$19M	-19%	123k	157.28	View chart
Ishares Msci Germany Etf (EWG)	0.1	$19M	+168%	486k	39.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$19M	-7%	251k	75.10	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$19M	-15%	132k	142.19	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$19M	+16%	243k	77.18	View chart
Ishares Msci Taiwan Etf (EWT)	0.1	$19M	+156%	264k	70.92	View chart
Glacier Ban (GBCI)	0.1	$19M		417k	44.67	View chart
Equinix (EQIX)	0.1	$19M	+65%	19k	980.23	View chart
RBB F M 10 Year Inve (ZTEN)	0.1	$18M		365k	50.45	View chart
Snowflake Com Shs (SNOW)	0.1	$18M	+269%	120k	150.82	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$18M	+5%	80k	224.59	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$18M	-17%	178k	100.66	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$18M	+11%	384k	46.67	View chart
RBB F/m 3 Year Inves (ZTRE)	0.1	$18M	-5%	350k	50.71	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$18M	-23%	367k	48.32	View chart
Ishares Msci Switzerland (EWL)	0.1	$17M	+156%	294k	58.81	View chart
Verizon Communications (VZ)	0.1	$17M		341k	50.20	View chart
Texas Instruments Incorporated (TXN)	0.1	$17M	-21%	87k	194.14	View chart
Permian Resources Corp Class A Com (PR)	0.1	$17M	-28%	793k	21.32	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$17M		360k	46.95	View chart
Gilead Sciences (GILD)	0.1	$17M	-4%	121k	139.37	View chart
Intel Corporation (INTC)	0.1	$17M	-5%	375k	44.13	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$17M	-5%	104k	159.47	View chart
Vanguard World Materials Etf (VAW)	0.1	$16M	+4%	73k	225.35	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$16M	+269%	178k	91.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$16M	+17%	183k	88.70	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$16M	NEW	359k	45.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$16M	-8%	635k	24.75	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$16M		209k	75.19	View chart
Stryker Corporation (SYK)	0.0	$15M	-10%	47k	329.47	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$15M		464k	33.22	View chart
Linde SHS (LIN)	0.0	$15M	-11%	31k	495.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$15M	-10%	101k	151.41	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$15M	-18%	287k	53.22	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$15M	-3%	165k	91.77	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$15M	+6%	256k	59.22	View chart
Fortinet (FTNT)	0.0	$15M	+13%	185k	81.72	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$15M	+49%	569k	25.63	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$15M	-2%	696k	20.93	View chart
Vanguard World Utilities Etf (VPU)	0.0	$15M	+3%	73k	198.14	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$14M		136k	106.15	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$14M		244k	59.19	View chart
Uber Technologies (UBER)	0.0	$14M	-15%	200k	71.93	View chart
Danaher Corporation (DHR)	0.0	$14M	-25%	76k	190.00	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$14M	-14%	290k	49.37	View chart
Amphenol Corp Cl A (APH)	0.0	$14M	-31%	113k	126.60	View chart
Sherwin-Williams Company (SHW)	0.0	$14M	-16%	45k	320.55	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$14M	+103%	305k	46.84	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$14M	+153%	559k	25.53	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$14M	+52%	561k	25.44	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$14M		279k	50.98	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$14M	-21%	118k	118.60	View chart

Past Filings by Lido Advisors

SEC 13F filings are viewable for Lido Advisors going back to 2017

Lido Advisors 2026 Q1 filed May 13, 2026
Lido Advisors 2025 Q4 filed Feb. 10, 2026
Lido Advisors 2025 Q3 filed Nov. 14, 2025
Lido Advisors 2025 Q2 filed Aug. 13, 2025
Lido Advisors 2025 Q1 filed May 15, 2025
Lido Advisors 2024 Q4 filed Feb. 14, 2025
Lido Advisors 2024 Q3 filed Nov. 14, 2024
Lido Advisors 2024 Q2 filed Aug. 15, 2024
Lido Advisors 2024 Q1 filed May 15, 2024
Lido Advisors 2023 Q4 filed Feb. 14, 2024
Lido Advisors 2023 Q3 filed Nov. 14, 2023
Lido Advisors 2023 Q2 filed Aug. 9, 2023
Lido Advisors 2023 Q1 filed May 15, 2023
Lido Advisors 2022 Q4 filed Feb. 14, 2023
Lido Advisors 2022 Q3 filed Nov. 14, 2022
Lido Advisors 2022 Q2 filed Aug. 15, 2022

View all past filings

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