Lido Advisors, LLC 13F Holdings · Q2 2026
Lido Advisors, LLC reported 1,849 securities worth $36.83B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (27.49%), AAPL (3.62%), NVDA (3.37%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $10.13B | 27.49% | 13.5M | Trimmed |
| 2 | AAPL | APPLE INC | $1.33B | 3.62% | 4.6M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $1.24B | 3.37% | 6.2M | Added |
| 4 | BSCR | INVESCO EXCH TRD SLF IDX FD | $1.08B | 2.92% | 54.9M | Trimmed |
| 5 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $938.9M | 2.55% | 48.1M | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $910.0M | 2.47% | 2.4M | Added |
| 7 | QQQ | INVESCO QQQ TR | $721.9M | 1.96% | 980,073 | Trimmed |
| 8 | FTEC | FIDELITY COVINGTON TRUST | $573.8M | 1.56% | 2.0M | Trimmed |
| 9 | MYCH | SSGA ACTIVE TR | $555.4M | 1.51% | 22.3M | Added |
| 10 | IVW | ISHARES TR | $500.2M | 1.36% | 3.6M | Trimmed |
| 11 | IVE | ISHARES TR | $483.6M | 1.31% | 2.1M | Added |
| 12 | AMZN | AMAZON COM INC | $468.9M | 1.27% | 2.0M | Added |
| 13 | GOOGL | ALPHABET INC | $402.7M | 1.09% | 1.1M | Added |
| 14 | MU | MICRON TECHNOLOGY INC | $371.3M | 1.01% | 321,638 | Added |
| 15 | AVGO | BROADCOM INC | $342.4M | 0.93% | 906,341 | Added |
| 16 | GOOG | ALPHABET INC | $302.2M | 0.82% | 855,326 | Added |
| 17 | IVV | ISHARES TR | $284.9M | 0.77% | 380,426 | Trimmed |
| 18 | ITOT | ISHARES TR | $268.5M | 0.73% | 1.6M | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $265.7M | 0.72% | 386,743 | Trimmed |
| 20 | VGT | VANGUARD WORLD FD | $208.8M | 0.57% | 1.7M | Added |
| 21 | FNCL | FIDELITY COVINGTON TRUST | $195.6M | 0.53% | 2.6M | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $188.2M | 0.51% | 574,908 | Added |
| 23 | TSLA | TESLA INC | $170.8M | 0.46% | 406,077 | Trimmed |
| 24 | FIDU | FIDELITY COVINGTON TRUST | $166.5M | 0.45% | 1.7M | Trimmed |
| 25 | FHLC | FIDELITY COVINGTON TRUST | $161.5M | 0.44% | 2.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR