Lido Advisors Q2 2026: Strategic Shifts in ETF Holdings, Continued Focus on Technology

Lido Advisors, Llc recently reported its investment activities for the period ending June 30th, 2026. The firm's portfolio management during this quarter involved both strategic additions and reductions across various holdings.

Major Purchases Observed

The most significant buying activity by Lido Advisors in Q2 appears concentrated within Exchange-Traded Funds (ETFs). Notably, the firm increased its stake substantially in:

• Vanguard Total Stock Market ETF (VGT), boosting portfolio allocation from an insignificant level to approximately 0.75%.
• iShares Core Small-Cap ETF (IWF), raising its position significantly by about 294.95%, adding roughly $160 million in value.
• JPMorgan Alpha Core Plus ETF (JIRE), increasing its allocation by over 2,000% due to a large share purchase.
• Innovator Short-Term Treasury ETF (BJUN) and WisdomTree Short Term Treasury ETF (USFR), both representing significant inflows into short-term fixed income strategies.
• Alliance Resource Partners LP (ARLP) saw a massive increase of exactly 100% in its position during the quarter, indicating strong confidence in this energy sector stock.

Notable Sales and Reductions

Lido Advisors also demonstrated significant selling activity or reductions in certain areas:

• The firm substantially decreased its position in the iShares Core S&P Small-Cap ETF (BSCR), reducing shares by approximately 22.35%.
• Shares of Invesco S&P 500 Equal Weight ETF (BSCQ) were also cut significantly, falling by about 10.24%.
• The firm completely exited its position in the WisdomTree Short Duration Inflation Protected Securities Trust ETF (USMF) and the Vanguard Utilities ETF (VUG), though these represented very small allocations.
• There was a notable reduction in its stake of Amazon.com Inc (). While not as drastic as the ETF cuts, this reflects an overall decrease for several large-cap tech holdings including also Microsoft Corp (MSFT) and NVIDIA Corporation (NVDA).
• The position in the WisdomTree Short Maturity ETF (DGRW) was drastically reduced by nearly 98.3%, effectively exiting this holding.

Technology Sector Dynamics

The Technology sector, a primary focus for Lido Advisors historically, showed mixed results in Q2. While the firm maintained its position in Microsoft (MSFT), which increased slightly by about 4.59%, it simultaneously reduced stakes in Apple (AAPL) and NVIDIA (NVDA). The allocation to these specific tech giants decreased from previous levels.

Overall Portfolio Context

Lido Advisors' portfolio, valued at approximately $26.96 billion as of June 30th, holds a diverse range of assets including large-cap individual stocks, numerous ETFs across different strategies and sectors, and some smaller cap or sector-specific equities like ARLP.