13F Insight
DOSSIER · 13F-HR · Q3 2026

Lido Advisors, LLC

$39.1B in tracked AUM across 3,358 positions as of Q3 2026.

LA
CIK 0001650150 · last filed Sep 30, 2026
Total AUM
$39.1B
as of Q3 2026
Holdings
3,358
−24 QoQ
positions
Whale Score
70
70
strong
Activity
1946
+178 new, −202 sold
changes this Q
AI Analysis · Q3 2026

Lido Advisors, LLC filed its latest 13F-HR for Q3 2026. 1946 position changes this quarter — 178 new, 202 exited, 1038 added, 528 trimmed.

Quarter at a glance — Q3 2026

1946 material changes this filing.

ADD
MSFTMICROSOFT CORP
+67K sh
+$375M
3.3%
ADD
AAPLAPPLE INC
+154K sh
+$252M
4.1%
ADD
MYCHSSGA ACTIVE TR
+10.2M sh
+$245M
2.0%
TRIM
BSCQINVESCO EXCH TRD SLF IDX FD
-11.9M sh
$-233M
1.8%
ADD
NVDANVIDIA CORPORATION
+13K sh
+$179M
3.6%
TRIM
SPYSTATE STR SPDR S&P 500 ETF T
-21K sh
+$164M
26.3%
NEW
BSEPINNOVATOR ETFS TRUST
+2.7M sh
+$144M
0.4%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$10.3B13.5M26.3%02
AAPL
APPLE INC
$1.6B4.8M4.1%03
NVDA
NVIDIA CORPORATION
$1.4B6.2M3.6%04
MSFT
MICROSOFT CORP
$1.3B2.5M3.3%05
BSCR
INVESCO EXCH TRD SLF IDX FD
$1.1B56.2M2.8%06
QQQ
INVESCO QQQ TR
$821M1.1M2.1%07
MYCH
SSGA ACTIVE TR
$801M32.5M2.0%08
BSCQ
INVESCO EXCH TRD SLF IDX FD
$706M36.2M1.8%09
FTEC
FIDELITY COVINGTON TRUST
$644M2.1M1.6%10
IVW
ISHARES TR
$545M3.8M1.4%

Filing history

2026Q3Sep 30
$39.1B▲ 6.1%
3,358 positionsView →2026Q2Jun 30
$36.8B▲ 12.7%
3,398 positionsView →2026Q1Mar 31
$32.7B▼ 2.3%
3,257 positionsView →2025Q4Dec 31
$33.5B▲ 4.8%
3,256 positionsView →2025Q3Sep 30
$31.9B▲ 24.4%
3,223 positionsLocked2025Q2Jun 30
$25.7B▲ 15.6%
3,046 positionsLocked2025Q1Mar 31
$22.2B▲ 1.1%
2,791 positionsLocked2024Q4Dec 31
$22.0B▲ 9.5%
2,733 positionsLocked2024Q3Sep 30
$20.1B▲ 11.7%
2,469 positionsLocked2024Q2Jun 30
$18.0B▲ 5.6%
2,494 positionsLocked2024Q1Mar 31
$17.0B▲ 14.9%
2,250 positionsLocked2023Q4Dec 31
$14.8B▲ 12.6%
1,958 positionsLocked
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