Filing analysis
Lido Advisors, LLC
13F-HR · period Q2 2026 · filed Aug 07, 2026
$36.83BReported 13F value
3,398Positions
3Other managers included
+264New
826Increased
668Reduced
−158Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| DLMY | $46.88M | 0.2% |
| VGUS | $46.73M | 0.2% |
| DDTZ | $35.96M | 0.1% |
| ARLP | $26.30M | 0.1% |
| SIXD | $22.09M | 0.1% |
| WOLF Wolfspeed Inc. | $18.60M | 0.1% |
| HONA Honeywell Aerospace Inc | $10.63M | 0.0% |
| AXTI AXT, Inc. | $7.57M | 0.0% |
| HIFS | $4.37M | 0.0% |
| NTR Nutrien Ltd. | $3.97M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| BSCR Invesco BulletShares 2027… | ▼ Trim | -22.4% | $1.08B |
| SPY State Street SPDR S&P 500 ETF | ▼ Trim | -3.7% | $3.13B |
| MYCH | ▲ Add | +81.4% | $555.43M |
| MU Micron Technology, Inc. | ▲ Add | +19.3% | $290.35M |
| WT WisdomTree, Inc. | ▼ Trim | -79.0% | $40.29M |
| TEND | ▼ Trim | -91.0% | $17.14M |
| NVDA NVIDIA Corporation | ▲ Add | +0.1% | $1.08B |
| AAPL Apple Inc. | ▼ Trim | -1.0% | $1.10B |
| JIRE JPMorgan International… | ▲ Add | +2237.4% | $127.49M |
| FTEC Fidelity MSCI Information… | ▼ Trim | -7.7% | $573.77M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.