Lido Advisors, LLC

FundLos Angeles · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$36.8B

Reported value of US stock holdings on Jun 30, the filing's own figure

1,849 positions · filed Aug 7, 38 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 7 · against the report before it

New positions

273, biggest 4

DLMY FIRST TR EXCHNG TRADED FD VI 1.6M shares0.1% of this fund's holdings

VGUS VANGUARD INSTL INDEX FD 618K shares0.1% of this fund's holdings

DDTZ INNOVATOR ETFS TRUST 1.9M sharesunder 0.1% of this fund's holdings

ARLP ALLIANCE RESOURCE PARTNERS L 1.1M sharesunder 0.1% of this fund's holdings

Sold out

167, biggest 4

WTV WISDOMTREE TR All 284K shares

HONGBP HONEYWELL INTL INC All 101K shares

DGRS WISDOMTREE TR All 236K shares

WS WORTHINGTON STL INC All 162K shares

Added to

712, biggest 4

AAPL APPLE INC +142K shares+3%

NVDA NVIDIA CORPORATION +188K shares+3%

MSFT MICROSOFT CORP +171K shares+8%

MYCH SSGA ACTIVE TR +10.0M shares+81%

Trimmed

531, biggest 4

BSCR INVESCO EXCH TRD SLF IDX FD −15.8M shares−22%

BSCQ INVESCO EXCH TRD SLF IDX FD −5.5M shares−10%

FTEC FIDELITY COVINGTON TRUST −167K shares−8%

IVW ISHARES TR −237K shares−6%

Top holdings

Reference, not news

Top holdings · 1,849 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 SPY STATE STR SPDR S&P 500 ETF T 13.5M 27.5% −1%

2 AAPL APPLE INC 4.6M 3.6% +3%

3 NVDA NVIDIA CORPORATION 6.2M 3.4% +3%

4 BSCR INVESCO EXCH TRD SLF IDX FD 54.9M 2.9% −22%

5 BSCQ INVESCO EXCH TRD SLF IDX FD 48.1M 2.5% −10%

6 MSFT MICROSOFT CORP 2.4M 2.5% +8%

7 QQQ INVESCO QQQ TR 980K 2.0% −2%

8 FTEC FIDELITY COVINGTON TRUST 2.0M 1.6% −8%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.