Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lido Advisors, LLC (CIK 1650150) reported $32.69B across 1,561 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($8.92B, 27.28%), BSCR ($1.40B, 4.28%), AAPL ($1.13B, 3.47%), NVDA ($1.05B, 3.21%), BSCQ ($1.05B, 3.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $8.92B | 27.28% | 13.7M | Added |
| 2 | BSCR | INVESCO EXCH TRD SLF IDX FD | $1.40B | 4.28% | 70.7M | Added |
| 3 | AAPL | APPLE INC | $1.13B | 3.47% | 4.5M | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $1.05B | 3.21% | 6.0M | Trimmed |
| 5 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $1.05B | 3.20% | 53.6M | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $840.0M | 2.57% | 2.3M | Added |
| 7 | QQQ | INVESCO QQQ TR | $575.7M | 1.76% | 997,475 | Added |
| 8 | FTEC | FIDELITY COVINGTON TRUST | $452.7M | 1.38% | 2.2M | Added |
| 9 | IVW | ISHARES TR | $438.2M | 1.34% | 3.9M | Added |
| 10 | IVE | ISHARES TR | $410.5M | 1.26% | 1.9M | Added |
| 11 | AMZN | AMAZON COM INC | $403.8M | 1.24% | 1.9M | Trimmed |
| 12 | GOOGL | ALPHABET INC | $313.6M | 0.96% | 1.1M | Trimmed |
| 13 | MYCH | SSGA ACTIVE TR | $306.7M | 0.94% | 12.3M | Added |
| 14 | IVV | ISHARES TR | $276.4M | 0.85% | 423,198 | Trimmed |
| 15 | AVGO | BROADCOM INC | $256.2M | 0.78% | 827,701 | Trimmed |
| 16 | ITOT | ISHARES TR | $243.7M | 0.75% | 1.7M | Trimmed |
| 17 | VOO | VANGUARD INDEX FDS | $241.6M | 0.74% | 404,195 | Trimmed |
| 18 | GOOG | ALPHABET INC | $227.8M | 0.70% | 794,110 | Trimmed |
| 19 | FNCL | FIDELITY COVINGTON TRUST | $187.4M | 0.57% | 2.7M | Trimmed |
| 20 | EQLT | ISHARES TR | $172.4M | 0.53% | 7.0M | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $162.5M | 0.50% | 552,519 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $159.7M | 0.49% | 333,356 | Added |
| 23 | VGT | VANGUARD WORLD FD | $152.5M | 0.47% | 218,616 | Added |
| 24 | TSLA | TESLA INC | $152.3M | 0.47% | 409,591 | Trimmed |
| 25 | FIDU | FIDELITY COVINGTON TRUST | $150.4M | 0.46% | 1.7M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31