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CIK: 0001650150
Total reported value
$36.8B
$36.8B
1669 檔
38.4%
In Q4 2025, Lido Advisors, LLC's U.S. equity holdings reached a combined market value of $36.8B, distributed across 1669 disclosed stock positions.
In Q4 2025, Lido Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 35 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, BSCR) accounted for 38.4% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 1669 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 27.41% | +0.21% | +4.92% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.08% | +0.15% | +1.15% | |
| 3 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.94% | -1.36% | +3.42% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | -0.10% | +0.57% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.38% | +0.16% | +2.34% | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.37% | -0.65% | +9.47% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.40% | +0.18% | +0.22% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.37% | +0.02% | +4.09% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.03% | +1.52% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.16% | +0.05% | +4.17% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | +0.20% | +1.23% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.13% | +0.29% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.02% | +1.24% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.08% | +9.16% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.15% | +1.93% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.79% | -0.02% | -2.48% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.01% | +3.62% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.12% | +1.51% | |
| 19 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.62% | -0.04% | +0.13% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.01% | +4.35% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.01% | +0.66% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | — | -0.29% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | — | +7.70% | |
| 24 | TENM | Ishares Larg Cap 10% Tbm ETF | ETF-Other | 0.51% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.07% | +0.88% | |
| 26 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.46% | -0.03% | +0.11% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.45% | +0.10% | +56.87% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | — | +1.20% | |
| 29 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.44% | -0.05% | +0.14% | |
| 30 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.43% | -0.01% | +0.10% | |
| 31 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.41% | -0.02% | -0.17% | |
| 32 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.40% | -0.05% | +10.20% | |
| 33 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.38% | — | -2.88% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | -0.12% | +1.70% | |
| 35 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.36% | -0.07% | +4.97% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.08% | +1.07% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.09% | +157.59% | |
| 38 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.33% | -0.06% | +6.07% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.06% | +1.17% | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.32% | — | -5.05% | |
| 41 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.32% | -0.02% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.26% | +0.85% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.31% | -0.17% | +136.20% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.03% | +0.29% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.31% | -0.22% | +28.19% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | -0.07% | +51.78% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | +0.03% | +0.93% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | +0.01% | +0.15% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.05% | +1.34% | |
| 50 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.27% | -0.01% | -1.99% |
According to official SEC Form 13F filings, Lido Advisors, LLC reported a total U.S. public equity portfolio value of $36.8B across 1669 disclosed positions in Q4 2025.
During Q4 2025, Lido Advisors, LLC's top holdings by market value included SPY (27.4%)、AAPL (4.1%)、BSCR (3.9%). The largest single position, SPY, represented 27.4% of total portfolio value.
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Top New Position Initiated
TENM
市值: $170.5M
Top Position Liquidated / Trimmed
BSCP
前期市值: $576.3M
In Q4 2025, Lido Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 35 positions, trimming 3 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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