Lido Advisors, LLC

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...