StockDriftsStockDriftsTop 50 Lido Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 11.16% | 4.17M | $3.13B | -3.72%(-161.29K) | $561.53(+38.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.93% | 3.80M | $1.10B | -1.01%(-38.84K) | $150.91(+102.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.85% | 5.39M | $1.08B | +0.05%(+2.83K) | $76.00(+197.45%) | 2026-06-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 3.84% | 54.89M | $1.08B | -22.35%(-15.80M) | $19.60(+0.23%) | 2026-06-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 3.35% | 48.09M | $938.9M | -10.24%(-5.49M) | $19.32(+1.23%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.67% | 2.00M | $747.9M | +4.59%(+87.95K) | $368.86(+31.78%) | 2026-06-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 2.05% | 2.01M | $573.8M | -7.66%(-166.70K) | $110.23(+165.35%) | 2026-06-30 | |
| MYCH | SSGA ACTIVE TR | 1.98% | 22.30M | $555.4M | +81.44%(+10.01M) | $24.98(-0.41%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.79% | 3.64M | $500.2M | -6.11%(-236.76K) | $82.35(+71.98%) | 2026-06-30 | |
| IVE | ISHARES TR | 1.73% | 2.13M | $483.6M | +9.54%(+185.56K) | $182.89(+29.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.02% | +56.15% | +9.40% | +56.70% |
| Top 20 Holdings Unweighted | +19.05% | +68.73% | +10.94% | +68.06% |
Lido Advisors, LLC reports $36.83B in US-listed equity holdings across 1,849 positions in its most recent 13F filing. Its largest disclosed positions are SPY (11.2%), AAPL (3.9%) and NVDA (3.9%). The top 20 holdings account for 47% of reported assets. Its disclosed equity book has returned +56.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lido Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1650150). View Lido Advisors, LLC’s 13F filings on SEC