1y return+17.0%S&P 500 +20.9%
3y return+50.3%S&P 500 +68.5%
5y return+46.6%S&P 500 +74.5%
10y return+182.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $282 against $357 in the S&P 500.2
Lido Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $3.1B | 11.2% | −3.7% |
| AAPLApple Inc | $1.1B | 4.0% | −1.0% |
| NVDANvidia Corporation | $1.1B | 3.9% | |
| BSCRInvesco Exch Trd Slf Idx Fd | $1.1B | 3.9% | −22.3% |
| BSCQInvesco Exch Trd Slf Idx Fd | $938.9M | 3.4% | −10.2% |
| MSFTMicrosoft Corp | $747.9M | 2.7% | +4.6% |
| FTECFidelity Covington Trust | $573.8M | 2.1% | −7.7% |
| MYCHSsga Active Tr | $555.4M | 2.0% | +81.4% |
| IVWIshares Tr | $500.2M | 1.8% | −6.1% |
| IVEIshares Tr | $483.6M | 1.7% | +9.5% |
| AMZNAmazon Com Inc | $426.3M | 1.5% | |
| GOOGLAlphabet Inc | $373.8M | 1.3% | |
| QQQInvesco Qqq Tr | $305.0M | 1.1% | −7.7% |
| MUMicron Technology Inc | $290.3M | 1.0% | +19.3% |
| AVGOBroadcom Inc | $285.0M | 1.0% | +4.0% |
| IVVIshares Tr | $280.8M | 1.0% | −10.8% |
| GOOGAlphabet Inc | $280.8M | 1.0% | +7.6% |
| ITOTIshares Tr | $268.5M | 1.0% | −4.5% |
| VOOVanguard Index Fds | $263.9M | 0.9% | −4.4% |
| VGTVanguard World Fd | $208.8M | 0.8% | |
| FNCLFidelity Covington Trust | $195.6M | 0.7% | −4.3% |
| JPMJpmorgan Chase & Co | $182.5M | 0.7% | +3.4% |
| FIDUFidelity Covington Trust | $166.5M | 0.6% | −3.8% |
| VTIVanguard Index Fds | $162.0M | 0.6% | −3.0% |
| FHLCFidelity Covington Trust | $161.5M | 0.6% | −3.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $1.1B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $285.0M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $136.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $137.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $373.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $280.8M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $182.5M |
| FTECFidelity Covington Trust | June 30, 2020 | +247.3% | $573.8M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $208.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $1.1B |
Sold off last quarter
- WTVWisdomtree Tr was $26.9M
- Honeywell Intl IncCUSIP 438516106 was $21.6M
- DGRSWisdomtree Tr was $12.5M
- WSWorthington Stl Inc was $4.9M
- KYNKayne Anderson Energy Infrst was $4.9M
- Carnival CorpCUSIP 143658300 was $3.0M
- Thomson Reuters CorpCUSIP 884903808 was $2.2M
- WORWorthington Enterprises Inc was $1.9M
- GKOSGlaukos Corp was $1.6M
- SMGScotts Miracle-gro Co was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | +1.7% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | +3.1% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +8.9% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +6.1% | +7.0% |
| December 31, 2022 | +4.9% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −15.2% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +8.4% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lido Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1650150&type=13F-HR&dateb=&owner=include&count=40CIK 1650150
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1650150/000117266126003159/Filed August 7, 2026 · accession 0001172661-26-003159