Universe · entity
Lido Advisors, LLC
Institutional manager (13F) · CIK 1650150
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $15.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $2.8B | 4,336,222 |
| 2 | INVESCO EXCH TRD SLF IDX FD | $1.4B | 70,691,925 |
| 3 | INVESCO EXCH TRD SLF IDX FD | $1.0B | 53,572,236 |
| 4 | APPLE INC | $975M | 3,842,432 |
| 5 | NVIDIA CORPORATION | $939M | 5,384,910 |
| 6 | MICROSOFT CORP | $710M | 1,917,002 |
| 7 | FIDELITY COVINGTON TRUST | $453M | 2,175,818 |
| 8 | ISHARES TR | $438M | 3,873,907 |
| 9 | ISHARES TR | $410M | 1,944,079 |
| 10 | AMAZON COM INC | $372M | 1,786,772 |
| 11 | SSGA ACTIVE TR | $307M | 12,291,898 |
| 12 | ALPHABET INC | $298M | 1,037,861 |
| 13 | ISHARES TR | $275M | 420,398 |
| 14 | INVESCO QQQ TR | $259M | 448,675 |
| 15 | ISHARES TR | $244M | 1,711,050 |
| 16 | VANGUARD INDEX FDS | $240M | 401,695 |
| 17 | BROADCOM INC | $225M | 725,801 |
| 18 | ALPHABET INC | $212M | 738,810 |
| 19 | FIDELITY COVINGTON TRUST | $187M | 2,670,135 |
| 20 | ISHARES TR | $172M | 6,967,513 |
| 21 | JPMORGAN CHASE & CO | $159M | 539,119 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $156M | 325,156 |
| 23 | VANGUARD WORLD FD | $153M | 218,616 |
| 24 | FIDELITY COVINGTON TRUST | $152M | 2,160,071 |
| 25 | FIDELITY COVINGTON TRUST | $150M | 1,738,015 |
| 26 | VANGUARD INDEX FDS | $145M | 451,161 |
| 27 | INVESCO EXCH TRD SLF IDX FD | $141M | 8,438,015 |
| 28 | FIDELITY COVINGTON TRUST | $140M | 1,503,754 |
| 29 | ISHARES TR | $139M | 326,296 |
| 30 | FIDELITY COVINGTON TRUST | $139M | 2,037,547 |
| 31 | TESLA INC | $136M | 364,691 |
| 32 | META PLATFORMS INC | $133M | 232,238 |
| 33 | ISHARES TR | $121M | 1,333,556 |
| 34 | COSTCO WHOLESALE CORPORATION | $120M | 120,300 |
| 35 | SPDR GOLD TR | $119M | 277,495 |
| 36 | INVESCO EXCH TRD SLF IDX FD | $118M | 6,346,510 |
| 37 | EXXON MOBIL CORP | $116M | 682,729 |
| 38 | ISHARES TR | $113M | 4,475,447 |
| 39 | ISHARES TR | $113M | 4,673,929 |
| 40 | ISHARES TR | $113M | 4,651,050 |
| 41 | INNOVATOR ETFS TRUST | $107M | 2,194,315 |
| 42 | PNC FINL SVCS GROUP INC | $107M | 513,633 |
| 43 | ISHARES TR | $106M | 426,268 |
| 44 | ISHARES TR | $102M | 274,951 |
| 45 | VANGUARD INDEX FDS | $102M | 519,060 |
| 46 | INVESCO EXCH TRD SLF IDX FD | $101M | 4,921,699 |
| 47 | ELI LILLY & CO | $100M | 108,867 |
| 48 | WALMART INC | $99M | 791,815 |
| 49 | NETFLIX INC. | $98M | 1,018,627 |
| 50 | ISHARES TR | $97M | 272,499 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.