Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025

Lido Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $31.4 Billion distributed in 3223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $2.22B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.27B, Apple Inc. with a value of $1.11B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.03B, and Nvidia Corp with a value of $973M.

Examining the 13F form we can see an increase of $5.52B in the current position value, from $25.9B to 31.4B.

Lido Advisors, LLC is based out at Los Angeles, CA

Below you can find more details about Lido Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $31.4 Billion
ETFs: $20.4 Billion
Technology: $5.09 Billion
Financial Services: $1.22 Billion
Consumer Cyclical: $1.02 Billion
Communication Services: $977 Million
Healthcare: $842 Million
Industrials: $715 Million
Consumer Defensive: $446 Million
Other: $660 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$1.11 Billion 3.53% of portfolio
4,360,204
Q3 2025 Added 12.26%
$465B
$973 Million 3.09% of portfolio
5,215,092
Q3 2025 Added 12.66%
$3.78T
$953 Million 3.03% of portfolio
1,839,854
Q3 2025 Added 26.8%
$2.39T
$392 Million 1.25% of portfolio
1,786,268
Q3 2025 Added 23.39%
$1.65T
$281 Million 0.89% of portfolio
1,156,990
Q3 2025 Added 38.53%
$139B
$240 Million 0.76% of portfolio
726,878
Q3 2025 Added 13.24%
$1.37T
$199 Million 0.63% of portfolio
270,502
Q3 2025 Added 18.47%
$881B
$186 Million 0.59% of portfolio
588,367
Q3 2025 Added 26.21%
$1.74T
$184 Million 0.58% of portfolio
753,687
Q3 2025 Added 5.48%
$1.29T
$164 Million 0.52% of portfolio
369,599
Q3 2025 Added 16.02%
$662B
$160 Million 0.51% of portfolio
318,520
Q3 2025 Added 35.22%
$49.1B
$121 Million 0.38% of portfolio
100,693
Q3 2025 Added 10.52%
$404B
$105 Million 0.33% of portfolio
113,499
Q3 2025 Added 43.38%
$414B
$96.6 Million 0.31% of portfolio
417,166
Q3 2025 Added 9.81%
$971B
$98.6 Million 0.31% of portfolio
129,222
Q3 2025 Added 28.23%
$279B
$98 Million 0.31% of portfolio
950,423
Q3 2025 Added 33.03%
$265B
$84.9 Million 0.27% of portfolio
106,634
Q3 2025 Added 7.08%
$533B
$85.1 Million 0.27% of portfolio
249,222
Q3 2025 Added 20.25%
$490B
$81.9 Million 0.26% of portfolio
726,675
Q3 2025 Added 19.73%
$593B
$80.4 Million 0.26% of portfolio
285,875
Q3 2025 Added 23.73%
$342B
$73.6 Million 0.23% of portfolio
403,645
Q3 2025 Added 13.54%
$1.46T
$71.9 Million 0.23% of portfolio
257,467
Q3 2025 Added 5.78%
$522B
$70.7 Million 0.22% of portfolio
381,317
Q3 2025 Added 24.49%
$300B
$69.3 Million 0.22% of portfolio
200,656
Q3 2025 Added 16.52%
$512B
$62.8 Million 0.2% of portfolio
110,338
Q3 2025 Added 20.15%
$61.4B
$62.6 Million 0.2% of portfolio
307,654
Q3 2025 Added 13.5%
$140B
$56.4 Million 0.18% of portfolio
150,831
Q3 2025 Added 27.09%
$197B
$51.4 Million 0.16% of portfolio
251,236
Q3 2025 Added 30.48%
$121B
$50.2 Million 0.16% of portfolio
65,013
Q3 2025 Added 2.41%
$258B
$49.8 Million 0.16% of portfolio
297,673
Q3 2025 Added 25.81%
$167B
$50.5 Million 0.16% of portfolio
529,248
Q3 2025 Added 8.67%
$17.7B
$46.5 Million 0.15% of portfolio
170,563
Q3 2025 Reduced 0.17%
$104B
$45.2 Million 0.14% of portfolio
683,497
Q3 2025 Added 3.11%
$291B
$44.1 Million 0.14% of portfolio
92,363
Q3 2025 Added 25.96%
$319B
$42.5 Million 0.14% of portfolio
621,348
Q3 2025 Added 24.33%
$237B
$42.7 Million 0.14% of portfolio
180,079
Q3 2025 Added 41.26%
$151B
$41.9 Million 0.13% of portfolio
118,805
Q3 2025 Added 21.14%
$118B
$40.1 Million 0.13% of portfolio
163,382
Q3 2025 Added 11.9%
$270B
$40.1 Million 0.13% of portfolio
252,369
Q3 2025 Added 59.21%
$169B
$39.7 Million 0.13% of portfolio
43,140
Q3 2025 Added 41.49%
$224B
$36.5 Million 0.12% of portfolio
120,207
Q3 2025 Added 49.46%
$268B
$36.2 Million 0.12% of portfolio
216,321
Q3 2025 Added 20.64%
$346B
$38 Million 0.12% of portfolio
247,471
Q3 2025 Added 17.69%
$228B
$34.3 Million 0.11% of portfolio
255,955
Q3 2025 Added 14.52%
$255B
$34.5 Million 0.11% of portfolio
103,999
Q3 2025 Added 44.88%
$303B
$34.3 Million 0.11% of portfolio
220,697
Q3 2025 Added 44.48%
$55.4B
$33.8 Million 0.11% of portfolio
110,580
Q3 2025 Added 971.93%
$61.4B
$34.9 Million 0.11% of portfolio
84,217
Q3 2025 Added 27.42%
$144B
$31.4 Million 0.1% of portfolio
68,759
Q3 2025 Added 27.67%

Summary

  • Portfolio
  • No. of Stocks 3,223
  • Current Value $31.4 Billion
  • Prior Value $25.9 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 206 stocks
  • Additional Purchases 933 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 348 stocks
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