Lido Advisors, LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$32.7B
Holdings
1,741
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
27.3%
02
$BSCR
INVESCO EXCH TRD SLF IDX FD
Q4 2025: Exited (was 248.89M shares)
4.3%
03
$AAPL
APPLE INC
Q1 2026: Sold 41.0% (522.1k → 307.8k shares)
3.5%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +124.9% (688.8k → 1.55M shares)
3.2%
05
$BSCQ
INVESCO EXCH TRD SLF IDX FD
Q4 2025: Exited (was 383.3k shares)
3.2%
06
$MSFT
MICROSOFT CORP
Q1 2026: Sold 43.3% (306.3k → 173.6k shares)
2.6%
07
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 31.5k shares)
1.8%
08
$FTEC
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 68.3k shares)
1.4%
09
$IVW
ISHARES TR
Q4 2025: Exited (was 14.29M shares)
1.3%
10
$IVE
ISHARES TR
Q4 2025: Exited (was 114.4k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.