Lido Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Lido Advisors, LLC 13F Holdings
CIK 0001650150 · LOS ANGELES, CA
As of Sep 30, 2025, Lido Advisors, LLC reported
3,223 positions worth $27.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 12,823,397 | $8.5B | 31.17% |
| APPLE INC | AAPL | Technology | 5,122,020 |
|
.3B4.76% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | BSCR | — | 64,092,179 |
.3B | 4.61% |
| MICROSOFT CORP | MSFT | Technology | 2,217,641 |
.1B | 4.19% |
| NVIDIA CORP | NVDA | Technology | 5,833,847 |
.1B | 3.97% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 52,427,019 |
.0B | 3.74% |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | BSCP | — | 27,668,077 | $572.5M | 2.09% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | — | 2,077,813 | $461.6M | 1.68% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 3,573,429 | $431.4M | 1.57% |
| AMAZON.COM INC | AMZN | Equity | 1,925,216 | $422.7M | 1.54% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 1,754,382 | $362.3M | 1.32% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 584,366 | $351.1M | 1.28% |
| VANGUARD 500 INDEX FUND | VOO | — | 505,659 | $310.3M | 1.13% |
| ALPHABET INC | GOOGL | Equity | 1,140,917 | $277.4M | 1.01% |
| BROADCOM INC | AVGO | Technology | 840,497 | $277.3M | 1.01% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 1,832,326 | $266.9M | 0.97% |
| ISHARES CORE S&P 500 ETF | IVV | — | 391,931 | $262.3M | 0.96% |
| FIDELITY MSCI FINANCIALS INDEX ETF | FNCL | — | 2,681,706 | $204.7M | 0.75% |
| META PLATFORMS INC | META | Communication Services | 264,732 |
94.4M | 0.71% |
| TESLA INC | TSLA | Consumer Cyclical | 412,019 |
83.2M | 0.67% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 580,434 |
83.1M | 0.67% |
| ALPHABET INC | GOOG | Equity | 739,264 |
80.0M | 0.66% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 374,967 |
75.7M | 0.64% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 316,259 |
59.0M | 0.58% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 1,784,376 |
55.8M | 0.57% |