Lido Advisors, LLC
CIK
1650150
City
Los Angeles
State / Country
CA
Top Portfolio Positions
1,140 positions ·
$19,978,061,775 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
13,703,042 | $8,911,636,331 | 44.61% | |
| AAPL |
Apple Inc.
Technology
|
4,463,232 | $1,132,723,648 | 5.67% | |
| NVDA |
Nvidia Corp
Technology
|
6,022,310 | $1,050,290,863 | 5.26% | |
| MSFT |
Microsoft Corp
Technology
|
2,269,102 | $839,953,486 | 4.20% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
997,475 | $575,722,619 | 2.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,938,672 | $403,767,216 | 2.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,090,461 | $313,572,963 | 1.57% | |
| AVGO |
Broadcom Inc.
Technology
|
827,701 | $256,181,735 | 1.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
552,519 | $162,528,987 | 0.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
333,356 | $159,744,194 | 0.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PTA
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $858,010 | 45,785 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $884,108 | 45,785 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $934,471 | 45,785 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $807,384 | 40,777 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $792,704 | 40,777 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $700,357 | 36,439 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $723,439 | 34,384 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $682,522 | 34,384 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $674,270 | 34,384 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $619,255 | 34,384 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||