Institutional Fund
Lido Advisors, LLC
Los Angeles, CACIK 16501505 filings on record
Portfolio Value
$25.26B
Q1 2026
Holdings
1,741
Reported positions
New Buys
211
Opened this quarter
QoQ Change
+0.1%
from $25.22B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr11.2%
- Invesco Exch Trd Slf Idx Fd5.5%
- Invesco Exch Trd Slf Idx Fd4.1%
- Apple Inc3.9%
- Nvidia Corporation3.7%
- Microsoft Corp2.8%
- Other68.7%
Portfolio Holdings
1,741 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 4.34M | $2.83B | 11.2% | +887.8K | Added |
| 2 | Invesco Exch Trd Slf Idx Fd | 70.69M | $1.40B | 5.5% | +3.85M | Added |
| 3 | Invesco Exch Trd Slf Idx Fd | 53.57M | $1.05B | 4.1% | −4.01M | Reduced |
| 4 | Apple Inc | 3.84M | $975.18M | 3.9% | −581.2K | Reduced |
| 5 | Nvidia Corporation | 5.38M | $939.18M | 3.7% | +41.6K | Added |
| 6 | Microsoft Corp | 1.92M | $709.62M | 2.8% | +64.3K | Added |
| 7 | Fidelity Covington Trust | 2.18M | $452.68M | 1.8% | +75.6K | Added |
| 8 | Ishares Tr | 3.87M | $438.18M | 1.7% | +85.5K | Added |
| 9 | Ishares Tr | 1.94M | $410.49M | 1.6% | +81.1K | Added |
| 10 | Amazon Com Inc | 1.79M | $372.13M | 1.5% | −29.7K | Reduced |
1,731 more holdings on Premium
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