Lido Advisors, LLC
CIK 1650150
13F filing for Q2 2026・No. 251
- Holdings
- US$36.83B
- Quarter change
- +US$4.14B
- Entries
- 3,398
- Net bought (estimate)
- −US$462.01M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 273
- Sold out 167
- Cut 677
- Added 827
- Corporate actions 4
- Unchanged 70
Largest holdings
1,847 stocks worth US$27.8B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 4,174,930 | US$3.13B | 11.24% |
| AAPLAppleCOM | Cut | 3,803,588 | US$1.1B | 3.96% |
| NVDANvidiaCOM | Added | 5,387,742 | US$1.08B | 3.88% |
| INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB | Cut | 54,893,698 | US$1.08B | 3.87% |
| INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB | Cut | 48,086,592 | US$938.89M | 3.38% |
| MSFTMicrosoftCOM | Added | 2,004,948 | US$747.89M | 2.69% |
| FIDELITY COVINGTON TRUSTMSCI INFO TECH I | Cut | 2,009,121 | US$573.77M | 2.06% |
| SSGA ACTIVE TRSTATE STREET MY | Added | 22,302,002 | US$555.43M | 2.00% |
| ISHARES TRS&P 500 GRWT ETF | Cut | 3,637,150 | US$500.22M | 1.80% |
| ISHARES TRS&P 500 VAL ETF | Added | 2,129,638 | US$483.56M | 1.74% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.