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§ 13F · FUND PROFILE

Lido Advisors, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $25668.7T (13F)Positions · 3046Turnover · 100% · Q4Filed · Feb 10, 2026
BIG MOVE · Q4
Retail cut 0pp. Semiconductors lifted 1pp.
CONCENTRATION
45%
Top 10 holdings
NEW BUYS
+3256
+$33450.5T deployed
EXITS
0
No exits
SECTOR SHIFT
RETAIL → SEMICONDUCTORS
0pp · +1pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 10, 2026
#TickerNameShares$ value% portΔ Q4
1SPYSPDR S&P 500 ETF TR5.57M$3796.5T11.3%NEW
2SPYSPDR S&P 500 ETF TR4.24M$2890.2T8.6%NEW
3SPYSPDR S&P 500 ETF TR3.35M$2241.1T6.7%NEW
4BSCRINVESCO EXCH TRD SLF IDX FD64.12M$1263.9T3.8%NEW
5AAPLAPPLE INC4.30M$1106.7T3.3%NEW
6BSCQINVESCO EXCH TRD SLF IDX FD55.72M$1090.0T3.3%NEW
7NVDANVIDIA CORPORATION5.09M$949.6T2.8%NEW
8MSFTMICROSOFT CORP1.79M$919.7T2.7%NEW
9FTECFIDELITY COVINGTON TRUST2.08M$462.1T1.4%NEW
10IVWISHARES TR3.60M$435.9T1.3%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Other11.1% (±0)
Technology9.5% (±0)
Semiconductors5.7% (±0)
Media2.8% (±0)
Retail2.7% (±0)
Financial Services2.0% (±0)
§ 03 · THE LIDO SIGNAL

AC read

Lido Advisors, LLC is a Other fund managing $25668655.1 trillion in assets. The fund runs a massive portfolio of 3,046 positions, moderate concentration, with the top 10 accounting for 45%. Trading activity is aggressive at 100% quarterly turnover, with 3256 new positions and 0 exits last quarter. Top sector allocations: Other (11%), Technology (10%), Semiconductors (6%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q4 2025
Busy quarter
+3256 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed