Lido Advisors, LLC

Q2 2026 13F Detailed Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Value
$36.8B
Value excl. options
$28.0B
Num holdings
3,398
Date filed
8/7/2026
Form type
13F-HR
Prev filing
5/13/2026
Next filing
11/4/2026
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Enterprise Trust & Investment Co 028-19560
2 IDB Lido Wealth, LLC 028-24168
3 FIFTH AVENUE FAMILY OFFICE