LA
Lido Advisors, LLC 13F Filing History & Holdings
Lido Advisors, LLCCIK: 0001650150
Diversified strategyMomentum followerSector-focused
Total reported value
$32.7B
Reporting period: 2026-03-31 · Number of holdings: 3257
Lido Advisors, LLC disclosed 3257 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $32.7B and a quarterly turnover rate of 16.7%.
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Personality snowflake
- Concentration
- 33
- Portfolio Stability
- 16.7
- Momentum/Contrarian
- 100
- Sector conviction
- 69.57
- Diversification
- 100
- Sizing Uniformity
- 0
Lido Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.082 — mathematically equivalent to about 12 equally-sized positions, well below its 3257 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 11.95), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 32% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Recent moves
Add MYCH
+5490.7% $301.2M
Trim MSFT
+0.6% -$303.9M
Add QQQ
+59.0% $195.0M
Trim AAPL
-15.1% -$233.7M
Add TEND
+12546.8% $171.0M
Trim TENM
-98.2% -$167.5M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Lido Advisors is sprinting after momentum alpha, not hedging a drawdown. They are rotating capital from underperforming positions (trimming AAPL, exiting TENM) into high-momentum names like MYCH, TEND, and KRMN, while adding to QQQ and steadying SPY. This is a pure trend-chasing play, not a capital-preservation posture.
Macro & Fundamentals
With a momentum tilt of +7.8 percentage points and a 43% IT overweight, Lido is betting that the existing macro regime—resilient growth, sticky inflation, and a flat yield curve that doesn't rupture—will persist through 2026. They are banking on the continuation of the equity risk premium being harvested from winners rather than any mean-reversion or defensive rotation. The opposing thesis: a sharp deceleration in corporate earnings or a credit event that kills the momentum factor, collapsing the price-leading narrative.
Blind Spots / Risks
The structural vulnerability lies in the confluence of a 100% momentum crowding index and a coefficient of variation near 12—meaning position sizing is wildly inconsistent. This shop is effectively running a concentrated bet on the momentum factor itself, lacking any valuation anchor or systematic risk sizing. If the momentum factor experiences a sharp reversal (e.g., a 'risk-off' regime change or a liquidity spike in small-caps), Lido's portfolio could suffer a sudden multiple compression across its many tiny positions that were added precisely because they had already run.
The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 3257 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 | 27.28% | -0.13% | +1.47% | |
| 2 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 4.28% | +0.34% | +5.77% | |
| 3 | AAPL | Apple INC | Stock-Tech | 3.47% | -0.61% | -15.10% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.21% | -0.17% | -0.60% | |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.20% | -0.17% | -6.96% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.85% | +0.58% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.76% | +0.62% | +59.04% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.38% | — | +3.60% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.34% | -0.03% | +2.26% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.26% | +0.10% | +4.35% | |
| 11 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.24% | -0.10% | -3.67% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | — | -11.07% | |
| 13 | MYCH | State Street My2028 Corporat | ETF-Other | 0.94% | +0.92% | +5490.68% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | -0.08% | -7.33% | |
| 15 | AVGO | Broadcom INC | Stock-Tech | 0.78% | -0.11% | -6.70% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.75% | -0.04% | -4.29% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.21% | -21.53% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | — | -4.05% | |
| 19 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.57% | -0.05% | -1.38% | |
| 20 | TEND | Ishrs Lg Cap 10% Tr Buf Dec | ETF-Other | 0.53% | +0.53% | +12546.82% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | -0.07% | -8.76% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | — | +0.34% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.47% | — | +8.60% | |
| 24 | TSLA | Tesla INC | Stock-Consumer Disc | 0.47% | -0.14% | -9.77% | |
| 25 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.46% | — | +6.26% | |
| 26 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.46% | — | -0.02% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.21% | -16.40% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | — | -0.17% | |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.43% | — | +7.49% | |
| 30 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.43% | — | +1.32% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | -0.10% | -13.19% | |
| 32 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.42% | — | -1.34% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | — | +4.42% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.37% | +0.06% | -2.54% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | -0.14% | -30.81% | |
| 36 | KRMN | Karman Holdings INC | Stock-Industrials | 0.37% | +0.37% | +46870.14% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | +0.09% | -11.74% | |
| 38 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.36% | — | -0.62% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.36% | — | +16.77% | |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.35% | +0.17% | +84.99% | |
| 41 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.35% | +0.09% | +30.61% | |
| 42 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.34% | +0.08% | +30.74% | |
| 43 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.33% | — | -0.12% | |
| 44 | PNC | Pnc Financial Services Group | Stock-Financials | 0.33% | +0.32% | +3211.62% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | — | -15.90% | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.32% | -0.06% | -7.13% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.31% | — | -0.28% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | — | -1.85% | |
| 49 | WMT | Walmart INC | Stock-Consumer Staples | 0.31% | — | -17.27% | |
| 50 | NFLX | Netflix INC | Stock-Comm Services | 0.31% | -0.04% | +284.43% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.4%
Performance Last 4 Quarters
+19.7%
Based on 83% of reported portfolio value with available pricing
- Stdev
- +12.2%
- Beta
- +0.93
- Alpha
- +0.1%
- Max Drawdown
- -7.2%
- Annualized Perf
- +17.9%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +3.01
- Stutzer
- +0.42
- Treynor
- +0.19
- Sterling
- +1.1
- Calmar
- +2.48
- Information Ratio
- -0.79
- Tracking Error
- +1.5%
- Stdev Down
- +5.7%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +35.4%
- Worst 12 Months
- +8.5%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.42
- Stdev Sectors
- +11.3%
- Skewness
- +0.16
- Kurtosis
- -0.23
- Upside Potential
- +4.68
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 3257 | $32.7B | 17 | |
| 2025-12-31 | 3256 | $33.5B | 10 | |
| 2025-09-30 | 3223 | $31.9B | 40 | |
| 2025-06-30 | 3046 | $25.7B | 0 | |
| 2025-03-31 | 2791 | $22.2B | 100 | |
| 2024-12-31 | 2733 | $22.0B | 0 | |
| 2024-09-30 | 2469 | $20.1B | 0 | |
| 2024-06-30 | 2494 | $18.0B | 0 | |
| 2024-03-31 | 2250 | $17.0B | 0 | |
| 2023-12-31 | 1958 | $14.8B | 0 | |
| 2023-09-30 | 1601 | $13.1B | 0 | |
| 2023-06-30 | 2000 | $14.0B | 0 | |
| 2023-03-31 | 1862 | $10.3B | 0 | |
| 2022-12-31 | 1164 | $8.2B | 0 | |
| 2022-09-30 | 1098 | $8.0B | 0 | |
| 2022-06-30 | 927 | $7.5B | 0 | |
| 2022-03-31 | 981 | $9.0B | 0 | |
| 2021-12-31 | 987 | $9.2B | 0 | |
| 2021-09-30 | 958 | $7.2B | 0 | |
| 2021-06-30 | 904 | $7.2B | 72 | |
| 2021-03-31 | 99 | $2.4B | 0 | |
| 2020-12-31 | 99 | $1.8B | 0 | |
| 2020-09-30 | 76 | $1.6B | 0 | |
| 2020-06-30 | 77 | $1.3B | 0 | |
| 2020-03-31 | 66 | $803.8M | 0 | |
| 2019-12-31 | 64 | $793.6M | 0 | |
| 2019-09-30 | 62 | $689.1M | 0 | |
| 2019-06-30 | 49 | $567.6M | 0 | |
| 2019-03-31 | 42 | $420.0M | 0 | |
| 2018-12-31 | 29 | $290.4M | 0 | |
| 2018-09-30 | 25 | $253.4M | 0 | |
| 2018-06-30 | 21 | $209.7M | 0 | |
| 2018-03-31 | 15 | $153.4M | 0 | |
| 2017-12-31 | 294 | $611.4M | 19 | |
| 2017-09-30 | 277 | $583.3M | 50 | |
| 2017-06-30 | 271 | $481.4M | 42 | |
| 2017-03-31 | 238 | $361.3M | 94 | |
| 2016-12-31 | 222 | $405.5M | 35 | |
| 2016-09-30 | 153 | $327.1M | 37 | |
| 2016-06-30 | 158 | $324.2M | 25 | |
| 2016-03-31 | 146 | $297.0M | 0 |
Holding changes this quarter
Lido Advisors, LLC's most significant position changes for 2026-03-31: Add: State Street My2028 Corporat (MYCH) — shares +5490.68%; Add: Microsoft CORP (MSFT) — shares +0.58%; Add: Invesco Qqq Trust Series 1 (QQQ) — shares +59.04%; Trim: Apple INC (AAPL) — shares -15.10%; Add: Ishrs Lg Cap 10% Tr Buf Dec (TEND) — shares +12546.82%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MYCH | State Street My2028 Corporat | +0.9% | +5490.68% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +59.04% | Add |
| 3 | TEND | Ishrs Lg Cap 10% Tr Buf Dec | +0.5% | +12546.82% | Add |
| 4 | KRMN | Karman Holdings INC | +0.4% | +46870.14% | Add |
| 5 | BSCR | Invesco Bulletshares 2027 Cb | +0.3% | +5.77% | Add |
| 6 | PNC | Pnc Financial Services Group | +0.3% | +3211.62% | Add |
| 7 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +84.99% | Add |
| 8 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +129.26% | Add |
| 9 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +593.75% | Add |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.1% | +4.35% | Add |
| 11 | IWD | Ishares Russell 1000 Value E | +0.1% | +69.91% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -11.74% | Trim |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +30.61% | Add |
| 14 | EWJ | Ishares Msci Japan ETF | +0.1% | +142.86% | Add |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +30.74% | Add |
| 16 | MU | Micron Technology INC | +0.1% | -0.57% | Trim |
| 17 | EWU | Ishares Msci United Kingdom | +0.1% | +157.18% | Add |
| 18 | GLD | Spdr Gold Shares | +0.1% | -2.54% | Trim |
| 19 | FENY | Fidelity Msci Energy Index | +0.1% | +2.27% | Add |
| 20 | IVW | Ishares S&p 500 Growth ETF | 0% | +2.26% | Add |
| 21 | ITOT | Ishares Core S&p Total U.s. | 0% | -4.29% | Trim |
| 22 | NFLX | Netflix INC | 0% | +284.43% | Add |
| 23 | FNCL | Fidelity Msci Financial Indx | -0.1% | -1.38% | Trim |
| 24 | UNH | Unitedhealth Group INC | -0.1% | -5.27% | Trim |
| 25 | IEMG | Ishares Core Msci Emerging | -0.1% | -35.85% | Trim |
| 26 | TGT | Target CORP | -0.1% | -79.53% | Trim |
| 27 | PANW | Palo Alto Networks INC | -0.1% | -9.12% | Trim |
| 28 | SBAC | Sba Communications CORP | -0.1% | -78.32% | Trim |
| 29 | ACWI | Ishares Msci Acwi ETF | -0.1% | -34.72% | Trim |
| 30 | IWY | Ishares Russell Top 200 Grow | -0.1% | -7.13% | Trim |
| 31 | HOOD | Robinhood Markets INC - A | -0.1% | -56.94% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | -8.76% | Trim |
| 33 | MO | Altria Group INC | -0.1% | -52.72% | Trim |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -39.22% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.1% | -7.33% | Trim |
| 36 | ADBE | Adobe INC | -0.1% | -67.97% | Trim |
| 37 | AMZN | Amazon.com INC | -0.1% | -3.67% | Trim |
| 38 | IWF | Ishares Russell 1000 Growth | -0.1% | -13.19% | Trim |
| 39 | AVGO | Broadcom INC | -0.1% | -6.70% | Trim |
| 40 | ORCL | Oracle CORP | -0.1% | -9.57% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +1.47% | Add |
| 42 | TSLA | Tesla INC | -0.1% | -9.77% | Trim |
| 43 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -30.81% | Trim |
| 44 | BSCQ | Invesco Bulletshares 2026 Cb | -0.2% | -6.96% | Trim |
| 45 | NVDA | Nvidia CORP | -0.2% | -0.60% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | -0.2% | -21.53% | Trim |
| 47 | META | Meta Platforms Inc-class A | -0.2% | -16.40% | Trim |
| 48 | TENM | Ishares Larg Cap 10% Tbm ETF | -0.5% | -98.21% | Trim |
| 49 | AAPL | Apple INC | -0.6% | -15.10% | Trim |
| 50 | MSFT | Microsoft CORP | -0.9% | +0.58% | Add |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-10 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-15 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-17 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-15 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2022-02-15 | Amendment | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-11-12 | Amendment | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-11-12 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-08 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2021-11-12 | Amendment | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2021-11-12 | Amendment | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2021-11-12 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2021-11-12 | Amendment | View on EDGAR |
| 2019-12-31 | 2020-02-07 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2021-11-12 | Amendment | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2021-11-12 | Amendment | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2021-11-12 | Amendment | View on EDGAR |
| 2019-03-31 | 2019-05-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2021-11-12 | Amendment | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2021-11-12 | Amendment | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2021-11-12 | Amendment | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2021-11-12 | Amendment | View on EDGAR |
| 2018-03-31 | 2018-05-10 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2021-11-12 | Amendment | View on EDGAR |
| 2017-12-31 | 2018-02-15 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2021-11-12 | Amendment | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-09-21 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2017-09-21 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2017-09-18 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2017-09-18 | 13F-HR | View on EDGAR |
FAQ
What is Lido Advisors, LLC and what type of investor is it?
Lido Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $32.7B, spread across 3257 disclosed positions.
What are Lido Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Lido Advisors, LLC's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $8.9B (27.3%)
2. Invesco Bulletshares 2027 Cb (BSCR) — $1.4B (4.3%)
3. Apple INC (AAPL) — $1.1B (3.5%)
4. Nvidia CORP (NVDA) — $1.1B (3.2%)
5. Invesco Bulletshares 2026 Cb (BSCQ) — $1.0B (3.2%)
What changes did Lido Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Lido Advisors, LLC made 50 notable position adjustments: 0 new positions were initiated, 20 existing holdings were added to, 30 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: State Street My2028 Corporat (MYCH) — shares +5490.68%; Add: Microsoft CORP (MSFT) — shares +0.58%; Add: Invesco Qqq Trust Series 1 (QQQ) — shares +59.04%; Trim: Apple INC (AAPL) — shares -15.10%; Add: Ishrs Lg Cap 10% Tr Buf Dec (TEND) — shares +12546.82%
What sectors does Lido Advisors, LLC focus on?
Lido Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 43.2%
• Financials: 11.6%
• Consumer Discretionary: 8.7%
• Communication Services: 8.6%
• Industrials: 8.6%
• Health Care: 7.7%
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Concentration4.3
Portfolio Stability15.5
Sector conviction57.1
3 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us
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CC
Compass Capital CORP /ma/ /adv
CIK 0000749763
Total reported value
$279.3M
202 stks
2026-03-31
Concentration5.8
Portfolio Stability18.1
Sector conviction64.4
3 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us
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BI
Bailard, INC.
CIK 0000750641
Total reported value
$4.4B
736 stks
2026-03-31
Concentration5.5
Portfolio Stability21.3
Sector conviction56.7
3 of the top 5 holdings overlap, including Apple INC
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