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Lido Advisors, LLC
Updated 2 days agoManaged by Lido Advisors, Llc • Latest filing Q3 2026
Portfolio value
$39.1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
78.5%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $31.9B |
| Q4 2025 | $33.5B |
| Q1 2026 | $32.7B |
| Q2 2026 | $36.8B |
| Q3 2026 | $39.1B |
Top holdings
3,358 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $3.5B | 4.59M | 8.89% | — | |
| 2 | $3.3B | 4.29M | 8.37% | — | |
| 3 | $3.2B | 4.26M | 8.31% | — | |
| 4 | $1.3B | 3.94M | 3.35% | — | |
| 5 | $1.2B | 5.19M | 3.03% | — | |
| 6 | $1.1B | 2.10M | 2.76% | — | |
| 7 | $1B | 53.71M | 2.69% | — | |
| 8 | ? N/A SSGA ACTIVE TR | $768.5M | 31.22M | 1.97% | — |
| 9 | $677.3M | 34.70M | 1.73% | — | |
| 10 | $637.5M | 2.12M | 1.63% | — | |
| 11 | $515.3M | 3.62M | 1.32% | — | |
| 12 | $485M | 2.12M | 1.24% | — | |
| 13 | $475.9M | 1.91M | 1.22% | — | |
| 14 | $417.7M | 564.6K | 1.07% | — | |
| 15 | $384.1M | 521.2K | 0.98% | — | |
| 16 | $374.6M | 1.09M | 0.96% | — | |
| 17 | $292.5M | 382.0K | 0.75% | — | |
| 18 | $288.7M | 848.8K | 0.74% | — | |
| 19 | $287.8M | 819.7K | 0.74% | — | |
| 20 | $282.4M | 1.70M | 0.72% | — |