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Latest Lido Advisors, LLC Stock Portfolio

$36.83Billion | No. of Holdings #1840

Lido Advisors, LLC Performance

2026 Q2+6.18%
YTD+3.03%
2025+12.04%

About Lido Advisors, LLC and 13F Hedge Fund Stock Holdings

Lido Advisors, LLC is a hedge fund based in Los Angeles, CA. On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lido Advisors, LLC reported an equity portfolio of $36.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Lido Advisors, LLC are SPY, AAPL, NVDA. The fund has invested 8.5% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 3% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off WISDOMTREE TR (AGZD), WISDOMTREE TR (JAMF) and WORTHINGTON STL INC stocks. They significantly reduced their stock positions in WISDOMTREE TR (DWMF), WISDOMTREE TR (AGZD) and WISDOMTREE TR (JAMF). Lido Advisors, LLC opened new stock positions in FIRST TR EXCHNG TRADED FD VI, ALLIANCE RESOURCE PARTNERS L (ARLP) and AIM ETF PRODUCTS TRUST (AZAA). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BAPR), J P MORGAN EXCHANGE TRADED F (BBAX) and INVESCO EXCH TRADED FD TR II (BAB).
Lido Advisors, LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$36.83Billion
  as of Aug 07, 2026

Lido Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Lido Advisors, LLC made a return of 6.18% in the last quarter. In trailing 12 months, it's portfolio return was 11.4%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exchng traded fd vi46,877,800
vanguard instl index fd46,734,900
innovator etfs trust35,964,200
alliance resource partners l26,300,200
aim etf products trust22,086,700
wolfspeed inc18,604,900
honeywell intl inc10,732,000
honeywell aerospace inc10,628,400
New stocks bought by Lido Advisors, LLC

Additions

Ticker% Inc.
innovator etfs trust5,269
j p morgan exchange traded f2,237
invesco exch traded fd tr ii1,786
ares management corporation1,595
public storage1,153
vanguard world fd699
apollo global mgmt inc589
ishares tr426
Additions to existing portfolio by Lido Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-90.97
schwab strategic tr-78.64
j p morgan exchange traded f-65.33
spdr gold tr-64.64
ishares tr-64.04
ishares tr-63.15
global x fds-59.58
vanguard scottsdale fds-59.54
Lido Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Lido Advisors, LLC

Sector Distribution

Lido Advisors, LLC has about 60.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Energy
Sector%
Others60.2
Technology18.1
Financial Services4
Communication Services3.5
Consumer Cyclical3.3
Healthcare3.1
Industrials2.9
Consumer Defensive1.6
Energy1.4

Market Cap. Distribution

Lido Advisors, LLC has about 38.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED60.2
MEGA-CAP27.8
LARGE-CAP10.7

Stocks belong to which Index?

About 36.4% of the stocks held by Lido Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others62.6
S&P 50036.4
Top 5 Winners (%)%
DRN
direxion shares etf trust
428.6 %
penguin solutions inc
323.0 %
astera labs inc
250.1 %
APPS
digital turbine inc
223.8 %
MRVL
marvell technology inc
200.3 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
410.7 M
MU
micron technology inc
188.8 M
FBCG
fidelity covington trust
162.2 M
NVDA
nvidia corporation
138.3 M
AAPL
apple inc
136.0 M
Top 5 Losers (%)%
MDXH
mdxhealth sa
-77.7 %
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.9 %
AMPS
ishares tr
-70.2 %
IVOG
vanguard admiral fds inc
-69.3 %
Top 5 Losers ($)$
VAW
vanguard world fd
-568.2 M
IJR
ishares tr
-244.1 M
VB
vanguard index fds
-184.9 M
EDV
vanguard world fd
-84.3 M
VB
vanguard index fds
-82.7 M

Lido Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lido Advisors, LLC

Lido Advisors, LLC has 1840 stocks in it's portfolio. About 27.6% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Lido Advisors, LLC last quarter.

$26.44BTotal Value
464Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Lido Advisors, LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.09%217,934
$34.21M
0.09%
decreased 0.82 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.05%252,533
$16.78M
0.05%
increased 3.63 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.04%288,431
$15.34M
0.04%
increased 0.38 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.04%142,258
$15.31M
0.04%
increased 4.59 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.03%162,410
$12.36M
0.03%
decreased 14.36 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.03%103,271
$12.13M
0.03%
decreased 12.43 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.03%190,193
$11.83M
0.03%
decreased 0.39 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.03%274,269
$11.36M
0.03%
decreased 3.83 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.03%141,906
$10.86M
0.03%
decreased 63.15 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.03%76,020
$9.46M
0.03%
decreased 64.04 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.02%237,237
$7.23M
0.02%
increased 2.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.02%54,296
$5.99M
0.02%
increased 4.07 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Lido Advisors, LLC's holding in Ishares Tr over time
0.01%21,575
$5.23M
0.01%
increased 1.52 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Lido Advisors, LLC's holding in Alps Etf Tr over time
0.03%198,019
$10.27M
0.03%
increased 44.45 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Lido Advisors, LLC's holding in Ishares Tr over time
0.03%241,400
$11.33M
0.03%
decreased 4.95 percentreduced