AI Analysis · Q1 2026 · Q1 2026
Lido Advisors, LLC (CIK: 0001650150) SEC 13F Filing Analysis
Report Period: Q3 2025 (Report Date: 2025-09-30)
1. Portfolio Overview
Lido Advisors, LLC manages a substantial and rapidly growing portfolio, with total assets under management (AUM) in this filing increasing by 24.4% quarter-over-quarter, rising from $25.67 billion to $31.93 billion. This growth is attributable to a combination of market appreciation and significant net capital inflows, evidenced by the high vo...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…