Data as of Q4 2025 (Dec 31, 2025)

Lido Advisors, LLC

•CIK: 1650150•Filing: Q4 2025

Lido Advisors, LLC, managed by the renowned hedge fund duo John Overdeck and David Siegel, maintains a concentrated portfolio with a focus on high-conviction, long-term investments, currently holding 1,669 positions. Notably, the fund has recently increased its stakes in VOO by 24,589% and ABBV by 4,734%, while exiting BSCP and HTH, reflecting its dynamic approach to capitalizing on growth opportunities and adjusting to market conditions.

Total AUM
$19.7B
+ $394.8M in options
QoQ Performance
+7.9%
Positions
1,063
+ 104 options
Top 10 Concentration
47.1%
Latest Filing
Q4 2025

Top Holdings Allocation

SPY
BSCR
AAPL
BSCQ
SPY11.5%
BSCR6.6%
AAPL5.7%
BSCQ5.6%
FTEC2.3%
IVW2.3%
IVE1.9%
VOO1.6%

📈 Biggest Buys

VOO
VANGUARD INDEX FDS
+24329.3%
1.6% of portfolio
META
META PLATFORMS INC
+31133.1%
1.0% of portfolio
IWF
ISHARES TR
+93770.0%
0.9% of portfolio
TENM
ISHARES TR
NEW
0.8% of portfolio
LLY
ELI LILLY & CO
+1910.4%
0.6% of portfolio

📉 Biggest Sells

SPY
SPDR S&P 500 ETF TR
-36.5%
11.5% of portfolio
AVGOPUT
BROADCOM INC
-83.2%
0.2% of portfolio
TSLAPUT
TESLA INC
-83.0%
0.1% of portfolio
QQQM
INVESCO EXCH TRADED FD TR II
-45.3%
0.1% of portfolio
ITOT
ISHARES TR
-2.5%
1.3% of portfolio

Sector Breakdown

Other63.9%
ETF15.3%
Technology11.4%
Financial2.9%
Healthcare2.1%
Consumer1.8%
Communication1.0%
Energy0.6%

🚪 Exited Positionssold since Q3 2025

NVDA
NVIDIA CORPORATION
SOLD
$973.1M
BSCP
INVESCO EXCH TRD SLF IDX FD
SOLD
$576.3M
AMZN
AMAZON COM INC
SOLD
$392.2M
IVV
ISHARES TR
SOLD
$277.3M
NDQ
INVESCO QQQ TR
SOLD
$228.9M
+1372 more exited positions

Changes from Q3 2025

NEW7 new positions
↑139 increased
↓51 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPY11.5%
SPDR S&P 500 ETF TR
$2.3B
BSCR6.6%
INVESCO EXCH TRD SLF IDX FD
$1.3B
AAPL5.7%
APPLE INC
$1.1B
BSCQ5.6%
INVESCO EXCH TRD SLF IDX FD
$1.1B
FTEC2.3%
FIDELITY COVINGTON TRUST
$466.7M

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