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Lido Advisors, LLC - Portfolio Stock Holdings

Lido Advisors, LLC disclosed 2003 stock positions in a recent SEC 13F filing. $27,676,905,042 of stock holdings were filed, with the largest holdings including SPY, AAPL, and NVDA. This filing represented positions held on June 30, 2026, and was filed on Aug. 7, 2026.

We estimate the fund has a total AUM of $42,504,972,428 and has 437 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

2003

Est. Stock Holding Value:

$27,676,905,042

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Lido Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Lido Advisors, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.