account_balance
Investment manager · 13F filer · SEC CIK 1650150
Lido Advisors, LLC
Reported value$30.7Bas of Sep 30, 2026
Positions1,825 175 new, 199 sold out
Top 10 weight37.6%SPY alone is 12%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYState STR SPDR S&P 500 ETF T
11.6%Added +13%
AAPLApple Inc
4.4%Added +6%
NVDANvidia Corporation
4.0%
MSFTMicrosoft Corp
3.6%Added +7%
BSCRInvesco Exch TRD SLF Idx Fd
3.6%Added +2%
MYCHSsga Active Tr
2.6%Added +46%
BSCQInvesco Exch TRD SLF Idx Fd
2.3%Trimmed −25%
FTECFidelity Covington Trust
2.1%Added +7%
IVWiShares Tr
1.8%Added +5%
IVEiShares Tr
1.7%Added +6%
AMZNAmazon Com Inc
1.6%Added +9%
QQQ1.3%
SPYState STR SPDR S&P 500 ETF T
11.6%Added +13%
AAPL4.4%NVDA4.0%MSFT3.6%BSCRInvesco Exch TRD SLF Idx Fd
3.6%Added +2%
MYCH2.6%
BSCQ2.3%
FTEC2.1%
IVW1.8%
IVE1.7%
AMZN1.6%QQQ1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY State STR SPDR S&P 500 ETF T 11.6% Added +13%AAPL Apple Inc 4.4% Added +6%NVDA Nvidia Corporation 4.0% HeldMSFT Microsoft Corp 3.6% Added +7%
BSCR Invesco Exch TRD SLF Idx Fd 3.6% Added +2%
MYCH Ssga Active Tr 2.6% Added +46%
BSCQ Invesco Exch TRD SLF Idx Fd 2.3% Trimmed −25%
FTEC Fidelity Covington Trust 2.1% Added +7%
IVW iShares Tr 1.8% Added +5%
IVE iShares Tr 1.7% Added +6%
AMZN Amazon Com Inc 1.6% Added +9%QQQ Invesco QQQ Tr 1.3% Added +28%
What changed