Lido Advisors, Llc Portfolio Stock Holdings

Lido Advisors, Llc disclosed 1743 stock positions valued at approximately $25.5 billion in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, INVESCO EXCH TRD SLF IDX FD, and INVESCO EXCH TRD SLF IDX FD. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
1743
Portfolio Value
$25.5B
Holdings by Sector
Lido Advisors, Llc Portfolio Holdings in Q1 2026

1646 holdings in the latest reporting period.

Page 1 of 17
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
STATE STR SPDR S&P 500 ETF TSPYOther11.09%4,336,222+887,790+25.74%$2,827,304,113
INVESCO EXCH TRD SLF IDX FDBSCROther5.49%70,691,925+3,854,896+5.77%$1,400,120,348
INVESCO EXCH TRD SLF IDX FDBSCQOther4.10%53,572,236-4,007,284-6.96%$1,046,265,806
APPLE INCAAPLTechnology3.83%3,842,432-581,195-13.14%$975,175,459
NVIDIA CORPORATIONNVDATechnology3.68%5,384,910+41,589+0.78%$939,175,136
MICROSOFT CORPMSFTTechnology2.78%1,917,002+64,348+3.47%$709,622,957
FIDELITY COVINGTON TRUSTFTECOther1.78%2,175,818+75,631+3.60%$452,679,465
ISHARES TRIVWOther1.72%3,873,907+85,467+2.26%$438,177,784
ISHARES TRIVEOther1.61%1,944,079+81,088+4.35%$410,492,999
AMAZON COM INCAMZNConsumer Cyclical1.46%1,786,772-29,657-1.63%$372,131,656
ALPHABET INCGOOGLCommunication Services1.17%1,037,861-122,677-10.57%$298,450,918
ISHARES TRIVVOther1.08%420,398-32,189-7.11%$274,609,469
INVESCO QQQ TRQQQOther1.02%448,675+58,781+15.08%$258,967,924
ISHARES TRITOTOther0.96%1,711,050-76,600-4.28%$243,705,183
VANGUARD INDEX FDSVOOOther0.94%401,695-111,321-21.70%$240,061,226
BROADCOM INCAVGOTechnology0.88%725,801-17,902-2.41%$224,644,936
ALPHABET INCGOOGCommunication Services0.83%738,810-27,149-3.54%$211,936,145
FIDELITY COVINGTON TRUSTFNCLOther0.74%2,670,135-37,490-1.38%$187,443,629
JPMORGAN CHASE & COJPMFinancial Services0.62%539,119-53,231-8.99%$158,588,133
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.61%325,156+3,725+1.16%$155,815,538
VANGUARD WORLD FDVGTOther0.60%218,616+17,308+8.60%$152,533,767
FIDELITY COVINGTON TRUSTFHLCOther0.60%2,160,071+127,325+6.26%$151,982,732
FIDELITY COVINGTON TRUSTFIDUOther0.59%1,738,015-371-0.02%$150,373,201
VANGUARD INDEX FDSVTIOther0.57%451,161-752-0.17%$144,737,115
INVESCO EXCH TRD SLF IDX FDBSCUOther0.55%8,438,015+587,893+7.49%$141,076,037
FIDELITY COVINGTON TRUSTFDISOther0.55%1,503,754+19,658+1.32%$140,240,298
ISHARES TRIWFOther0.55%326,296-49,184-13.10%$139,143,058
FIDELITY COVINGTON TRUSTFCOMOther0.54%2,037,547-27,623-1.34%$138,797,776
TESLA INCTSLAConsumer Cyclical0.53%364,691-23,848-6.14%$135,574,476
META PLATFORMS INCMETACommunication Services0.52%232,238-48,860-17.38%$132,872,074
ISHARES TRIEFAOther0.47%1,333,556-593,700-30.81%$120,731,514
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.47%120,300+5,428+4.73%$119,873,650
SPDR GOLD TRGLDOther0.47%277,495-7,217-2.53%$119,404,087
INVESCO EXCH TRD SLF IDX FDBSCTOther0.46%6,346,510-39,673-0.62%$118,428,427
EXXON MOBIL CORPXOMEnergy0.45%682,729-54,447-7.39%$115,832,633
ISHARES TRIBDTOther0.44%4,475,447+2,056,180+84.99%$113,363,100
ISHARES TRIBDROther0.44%4,673,929+1,095,447+30.61%$113,296,088
ISHARES TRIBDSOther0.44%4,651,050+1,093,639+30.74%$112,741,482
INNOVATOR ETFS TRUSTBAPROther0.42%2,194,315-2,565-0.12%$107,477,549
PNC FINL SVCS GROUP INCPNCFinancial Services0.42%513,633+498,123+3211.62%$106,882,204
ISHARES TRIWYOther0.42%426,268-32,739-7.13%$106,072,886
ISHARES TRIWVOther0.40%274,951-785-0.28%$101,919,433
VANGUARD INDEX FDSVTVOther0.40%519,060-9,758-1.85%$101,840,188
INVESCO EXCH TRD SLF IDX FDBSCSOther0.39%4,921,699-420,368-7.87%$100,515,869
ELI LILLY & COLLYHealthcare0.39%108,867-21,808-16.69%$100,134,584
WALMART INCWMTConsumer Defensive0.39%791,815-161,403-16.93%$98,540,101
NETFLIX INC.NFLXCommunication Services0.38%1,018,627+753,334+283.96%$97,941,022
ISHARES TRIWBOther0.38%272,499-9,377-3.33%$97,162,812
ABBVIE INCABBVHealthcare0.37%432,465+11,334+2.69%$94,057,375
SCHWAB STRATEGIC TRSCHGOther0.36%3,114,183-59,779-1.88%$90,716,180
JOHNSON & JOHNSONJNJHealthcare0.35%368,309-13,707-3.59%$90,030,763
ISHARES TRIWXOther0.35%966,581-7,088-0.73%$89,573,109
ISHARES TRIWROther0.35%917,285+31,934+3.61%$89,187,791
GOLDMAN SACHS GROUP INCGSFinancial Services0.33%98,201-9,018-8.41%$83,078,163
VANGUARD TAX-MANAGED FDSVEAOther0.32%1,272,621+22,688+1.82%$81,549,759
J P MORGAN EXCHANGE TRADED FJPSTOther0.32%1,609,839+199,286+14.13%$81,474,022
ISHARES TRIJROther0.31%632,966+3,693+0.59%$78,684,594
PALANTIR TECHNOLOGIES INCPLTRTechnology0.31%535,941+120,843+29.11%$78,397,582
HOME DEPOT INCHDConsumer Cyclical0.31%237,047+1,489+0.63%$77,965,436
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.30%228,581-31,956-12.27%$77,444,276
ISHARES TRSHYOther0.30%929,810+59,007+6.78%$76,774,519
VANGUARD INDEX FDSVUGOther0.30%174,329-7,605-4.18%$76,146,682
VISA INCVFinancial Services0.30%251,792-1,550-0.61%$76,105,345
ISHARES TRIBDUOther0.30%3,267,016+1,842,015+129.26%$75,990,812
INVESCO EXCHANGE TRADED FD TXLGOther0.28%1,327,458+77,171+6.17%$72,412,993
MICRON TECHNOLOGY INCMUTechnology0.28%210,903-4,729-2.19%$71,278,830
FIDELITY COVINGTON TRUSTFSTAOther0.28%1,358,767+16,876+1.26%$71,104,394
APPLIED MATLS INCAMATTechnology0.26%196,070-56,144-22.26%$67,015,180
ISHARES TRIWDOther0.26%309,810+127,471+69.91%$66,197,288
RTX CORPORATIONRTXIndustrials0.25%335,436+35,440+11.81%$64,706,465
ISHARES TRAGGOther0.24%621,215+21,490+3.58%$61,668,235
FIDELITY COVINGTON TRUSTFENYOther0.23%1,755,925+38,901+2.27%$59,736,631
ISHARES TRIWLOther0.23%371,412-10,958-2.87%$59,603,792
ISHARES TRIWMOther0.23%236,641+55,493+30.63%$58,684,305
VANGUARD INDEX FDSVVOther0.23%194,297+4,080+2.14%$58,065,568
LAM RESEARCH CORPLRCXOther0.23%268,197-98,479-26.86%$57,363,289
CATERPILLAR INCCATIndustrials0.22%77,444-15,415-16.60%$54,867,009
WISDOMTREE TREPSOther0.21%798,789-31,713-3.82%$54,405,689
WISDOMTREE TRDGRWOther0.21%606,427-23,165-3.68%$53,268,605
ANALOG DEVICES INCADITechnology0.21%166,697+2,420+1.47%$53,033,590
MCKESSON CORPMCKHealthcare0.21%61,050-4,254-6.51%$52,879,099
UNITEDHEALTH GROUP INCUNHHealthcare0.21%193,247-7,840-3.90%$52,291,805
MASTERCARD INCORPORATEDMAFinancial Services0.20%101,679-9,609-8.63%$50,810,639
ISHARES TRIJHOther0.19%733,999-188,126-20.40%$49,570,461
SALESFORCE INCCRMTechnology0.19%259,594+74,841+40.51%$48,458,837
CHEVRON CORPORATIONCVXEnergy0.19%232,503+9,555+4.29%$48,105,564
SCHWAB CHARLES CORPSCHWFinancial Services0.19%502,606-30,269-5.68%$47,235,124
ISHARES INCEWJOther0.18%556,904+327,597+142.86%$47,025,056
ISHARES TRIWSOther0.18%321,226+20,686+6.88%$46,815,755
VANGUARD INDEX FDSVOOther0.18%159,510+18,701+13.28%$45,808,703
PALO ALTO NETWORKS INCPANWTechnology0.18%282,970-26,660-8.61%$45,365,982
WISDOMTREE TRUSFROther0.18%894,474-199,109-18.21%$45,027,871
SELECT SECTOR SPDR TRXLKOther0.17%327,340+41,414+14.48%$43,503,837
ISHARES TRIBDVOther0.17%1,980,284+1,694,837+593.75%$43,348,435
CISCO SYS INCCSCOTechnology0.17%542,504-124,605-18.68%$42,093,089
ESSEX PPTY TR INCESSReal Estate0.16%169,913-659-0.39%$41,556,781
INNOVATOR ETFS TRUSTXBAPOther0.16%1,048,212-11,027-1.04%$41,031,211
KLA CORPKLACTechnology0.16%27,423-2,337-7.85%$40,381,114
VANGUARD WORLD FDVFHOther0.16%333,523+12,658+3.94%$40,293,119
MERCK & CO INCMRKHealthcare0.16%330,201-29,272-8.14%$39,879,944
Lido Advisors, Llc Options Holdings in Q1 2026

190 options positions in the latest reporting period.

Page 1 of 2
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500PUT4,828,708$3,140,302,819
Q1 2026SPYSPDR S&P 500CALL4,538,112$2,951,316,070
Q1 2026QQQInvesco QQQ Trust, Series 1PUT541,400$312,485,312
Q1 2026AAPLApple Inc.PUT611,200$155,116,448
Q1 2026MSFTMicrosoft CorporationPUT351,100$129,966,687
Q1 2026NVDANVIDIA CorporationPUT623,000$108,651,209
Q1 2026PLTRPalantir Technologies Inc.PUT265,400$38,822,712
Q1 2026AVGOBroadcom Inc.PUT100,000$30,951,000
Q1 2026AMZNAmazon.com, Inc.PUT148,600$30,948,922
Q1 2026TSLATesla, Inc.PUT42,100$15,650,675
Q1 2026GOOGAlphabet Inc.PUT53,500$15,347,010
Q1 2026GOOGLAlphabet Inc.PUT51,500$14,809,340
Q1 2026IWMiShares Russell 2000 ETFCALL55,600$13,788,800
Q1 2026METAMeta Platforms, Inc.PUT20,100$11,499,813
Q1 2026IWMiShares Russell 2000 ETFPUT35,700$8,853,600
Q1 2026LLYEli Lilly and CompanyPUT6,500$5,978,505
Q1 2026PRPermian Resources CorporationPUT275,900$5,882,188
Q1 2026LRCXLam ResearchPUT27,100$5,790,186
Q1 2026UNHUnitedHealth Group IncorporatedPUT19,300$5,222,387
Q1 2026ORCLOracle CorporationPUT35,400$5,207,694
Q1 2026PWRQuanta Services, Inc.PUT7,800$4,282,356
Q1 2026QQQInvesco QQQ Trust, Series 1CALL7,400$4,271,132
Q1 2026JPMJP Morgan Chase & Co.PUT13,400$3,941,744
Q1 2026BRK-BBerkshire Hathaway Inc. NewPUT8,200$3,929,440
Q1 2026GEGE AerospacePUT12,700$3,603,879
Q1 2026ETNEatonPUT9,700$3,469,399
Q1 2026ABBVAbbVie Inc.PUT15,700$3,414,593
Q1 2026COSTCostco Wholesale CorporationPUT3,300$3,288,219
Q1 2026SSOProShares Ultra S&P500PUT63,000$3,268,440
Q1 2026GLDSPDR Gold TrustPUT7,300$3,141,117
Q1 2026GSGoldman Sachs Group, Inc. (The)PUT3,700$3,130,163
Q1 2026XOMExxon Mobil CorporationPUT17,700$3,002,982
Q1 2026EMREmerson Electric CompanyPUT21,000$2,751,420
Q1 2026NFLXNetflix, Inc.PUT27,000$2,596,050
Q1 2026SMHVanEck Semiconductor ETFPUT6,600$2,530,440
Q1 2026NVDANVIDIA CorporationCALL14,400$2,511,360
Q1 2026MCKMcKesson CorporationPUT2,900$2,509,544
Q1 2026NEENextEra Energy, Inc.PUT26,800$2,489,184
Q1 2026AAPLApple Inc.CALL9,600$2,436,384
Q1 2026WMTWalmart Inc.PUT19,000$2,361,320
Q1 2026QCOMQUALCOMM IncorporatedPUT18,200$2,343,796
Q1 2026PHParker-Hannifin CorporationPUT2,600$2,327,624
Q1 2026IBMInternational Business MachinesPUT9,600$2,326,944
Q1 2026DEDeere & CompanyPUT4,100$2,309,530
Q1 2026PGProcter & Gamble Company (The)PUT15,200$2,195,488
Q1 2026VVisa Inc.PUT7,100$2,145,904
Q1 2026KLACKLA CorporationPUT1,300$1,914,133
Q1 2026IVViShares Core S&P 500 ETFPUT2,800$1,828,988
Q1 2026COFCapital One Financial CorporatiPUT10,000$1,824,300
Q1 2026MPCMarathon Petroleum CorporationPUT7,000$1,709,260
Q1 2026ECLEcolab Inc.PUT6,000$1,596,120
Q1 2026VOOVanguard S&P 500 ETFPUT2,500$1,493,875
Q1 2026CVXChevron CorporationPUT7,100$1,468,990
Q1 2026AMGNAmgen Inc.PUT4,100$1,442,585
Q1 2026DIASPDR Dow Jones Industrial AveraPUT3,000$1,389,570
Q1 2026INTCIntel CorporationPUT29,100$1,284,183
Q1 2026CBChubb LimitedPUT3,900$1,271,127
Q1 2026UBERUber Technologies, Inc.PUT17,400$1,251,582
Q1 2026HDHome Depot, Inc. (The)PUT3,700$1,216,893
Q1 2026BABAAlibaba Group Holding LimitedPUT9,600$1,204,416
Q1 2026EFAiShares MSCI EAFE ETFPUT12,200$1,184,986
Q1 2026MUMicron Technology, Inc.PUT3,500$1,182,440
Q1 2026HONHoneywell International Inc.PUT5,100$1,152,753
Q1 2026PMPhilip Morris International IncPUT6,900$1,140,846
Q1 2026CSCOCisco Systems, Inc.PUT14,600$1,132,814
Q1 2026ABTAbbott LaboratoriesPUT10,900$1,119,103
Q1 2026AMTMAmentumPUT41,500$1,082,320
Q1 2026UPSUnited Parcel Service, Inc.PUT11,000$1,082,180
Q1 2026CATCaterpillar, Inc.PUT1,500$1,062,690
Q1 2026TSLATesla, Inc.CALL2,800$1,040,900
Q1 2026KWEBKraneShares Trust KraneShares CPUT36,000$1,023,480
Q1 2026VSTVistra Corp.PUT6,500$977,145
Q1 2026OKTAOkta, Inc.PUT12,300$968,133
Q1 2026WFCWells Fargo & CompanyPUT11,800$939,398
Q1 2026MCDMcDonald's CorporationPUT2,900$901,291
Q1 2026DASHDoorDash, Inc.PUT6,000$900,900
Q1 2026MMCMarsh & McLennan Companies, IncPUT5,100$884,595
Q1 2026TMUST-Mobile US, Inc.PUT4,200$882,126
Q1 2026TWLOTwilio Inc.PUT7,000$880,740
Q1 2026NCLHNorwegian Cruise LineCALL45,800$856,460
Q1 2026BKNGBooking Holdings Inc. Common StPUT200$842,064
Q1 2026BBarrick GoldPUT20,200$823,958
Q1 2026AMDAdvanced Micro Devices, Inc.PUT3,700$752,691
Q1 2026METAMeta Platforms, Inc.CALL1,300$743,769
Q1 2026JNJJohnson & JohnsonPUT3,000$733,320
Q1 2026ADSKAutodesk, Inc.PUT2,900$694,260
Q1 2026AMZNAmazon.com, Inc.CALL3,300$687,291
Q1 2026BABoeing Company (The)PUT3,400$676,702
Q1 2026STZConstellation Brands, Inc.PUT4,300$645,000
Q1 2026MRKMerck & Company, Inc.PUT5,300$637,537
Q1 2026RTXRTX CorporationPUT3,200$617,280
Q1 2026AVGOBroadcom Inc.CALL1,900$588,069
Q1 2026OKEONEOK, Inc.PUT6,500$587,535
Q1 2026AFLAFLAC IncorporatedPUT5,300$581,463
Q1 2026AMATApplied Materials, Inc.PUT1,700$581,043
Q1 2026MAMastercard IncorporatedPUT1,100$549,626
Q1 2026LYVLive Nation Entertainment, Inc.PUT3,500$533,785
Q1 2026DELLDell Technologies Inc.PUT3,200$525,216
Q1 2026GEVGE Vernova Inc.PUT600$523,740
Q1 2026GOOGAlphabet Inc.CALL1,800$516,348

Notional value represents the total exposure of the options position.