Lido Advisors 13F Holdings & Latest Moves
Lido Advisors reported a 13F portfolio worth $32.69B as of Q1 2026. Latest 13F moves (filed May 13, 2026): 2 new positions, 19 added, 31 reduced. Largest change by value: reduced $AAPL ($1.10B held).
- 13F value (Q1 2026)
- $32.69B
- New positions
- 2
- Added / reduced
- 19 / 31
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BRKB | Added | +3.73K (+1.16%) | 325.16K | $158.72M | -1.0% | +0.8% | — | ||
| $COST | Added | +5.43K (+4.73%) | 120.30K | $112.54M | +4.0% | -4.9% | — | ||
| $ABBV | Added | +11.33K (+2.69%) | 432.46K | $109.24M | +1.8% | +9.2% | — | ||
| $ADI | Added | +2.42K (+1.47%) | 166.70K | $66.21M | -7.9% | -3.1% | — | ||
| $CRM | Added | +74.84K (+40.51%) | 259.59K | $40.67M | +8.6% | +0.3% | — |
Biggest reduced and exited positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Reduced | -581.20K (-13.14%) | 3.84M | $1.10B | +1.1% | -2.6% | — | ||
| $AMZN | Reduced | -29.66K (-1.63%) | 1.79M | $429.79M | -1.9% | -11.7% | — | ||
| $AVGO | Reduced | -17.90K (-2.41%) | 725.80K | $272.61M | +0.2% | -8.3% | — | ||
| $AMAT | Reduced | -56.14K (-22.26%) | 196.07K | $137.13M | -2.2% | +30.1% | — | ||
| $AMAT | Reduced | -56.14K (-22.26%) | 196.07K | $108.33M | -2.2% | +30.1% | — |
New positions in the latest 13F
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BRKB | Added | +3.73K (+1.16%) | 325.16K | $158.72M | -1.0% | +0.8% | — | ||
| $COST | Added | +5.43K (+4.73%) | 120.30K | $112.54M | +4.0% | -4.9% | — | ||
| $ABBV | Added | +11.33K (+2.69%) | 432.46K | $109.24M | +1.8% | +9.2% | — | ||
| $ADI | Added | +2.42K (+1.47%) | 166.70K | $66.21M | -7.9% | -3.1% | — | ||
| $CRM | Added | +74.84K (+40.51%) | 259.59K | $40.67M | +8.6% | +0.3% | — | ||
| $CVX | Added | +9.55K (+4.29%) | 232.50K | $38.54M | +3.8% | +1.6% | — | ||
| $BAC | Added | +40.50K (+8.73%) | 504.47K | $28.74M | +2.8% | +13.0% | — | ||
| $AMGN | Added | +1.43K (+1.85%) | 78.36K | $28.30M | -0.7% | +6.4% | — | ||
| $BAC | Added | +40.50K (+8.73%) | 504.47K | $27.83M | +2.8% | +13.0% | — | ||
| $CB | Added | +2.94K (+4.44%) | 69.25K | $23.60M | +3.9% | +4.2% | — | ||
| $DELL | Added | +25.51K (+86.38%) | 55.05K | $23.27M | -0.4% | +62.2% | — | ||
| $CB | Added | +2.94K (+4.44%) | 69.25K | $22.71M | +3.9% | +4.2% | — | ||
| $ALAB | Added | +15.18K (+123.44%) | 27.48K | $13.58M | +28.3% | +63.8% | — | ||
| $ARCC | Added | +15.57K (+2.52%) | 632.53K | $12.06M | -0.4% | +2.5% | — | ||
| $ARCC | Added | +15.57K (+2.52%) | 632.53K | $11.72M | -0.4% | +2.5% | — | ||
| $COF | Added | +19.29K (+68.65%) | 47.38K | $9.50M | +3.6% | +2.2% | Read | ||
| $CASY | Added | +535 (+5.81%) | 9.75K | $8.94M | -4.0% | +0.8% | Read | ||
| $ALL | Added | +760 (+2.12%) | 36.53K | $8.81M | +3.0% | +3.4% | Read | ||
| $CASY | Added | +535 (+5.81%) | 9.75K | $8.21M | -4.0% | +0.8% | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Reduced | -581.20K (-13.14%) | 3.84M | $1.10B | +1.1% | -2.6% | — | ||
| $AMZN | Reduced | -29.66K (-1.63%) | 1.79M | $429.79M | -1.9% | -11.7% | — | ||
| $AVGO | Reduced | -17.90K (-2.41%) | 725.80K | $272.61M | +0.2% | -8.3% | — | ||
| $AMAT | Reduced | -56.14K (-22.26%) | 196.07K | $137.13M | -2.2% | +30.1% | — | ||
| $AMAT | Reduced | -56.14K (-22.26%) | 196.07K | $108.33M | -2.2% | +30.1% | — | ||
| $CAT | Reduced | -15.41K (-16.60%) | 77.44K | $82.47M | -3.3% | +0.9% | — | ||
| $AMD | Reduced | -3.12K (-2.68%) | 113.22K | $63.96M | +0.5% | +14.8% | — | ||
| $CSCO | Reduced | -124.61K (-18.68%) | 542.50K | $63.72M | +12.2% | +18.9% | — | ||
| $DE | Reduced | -7.52K (-10.85%) | 61.76K | $38.73M | -3.5% | -0.5% | — | ||
| $BLK | Reduced | -450 (-1.23%) | 36K | $34.61M | -3.9% | -5.1% | — | ||
| $ANET | Reduced | -42.64K (-18.76%) | 184.70K | $31.17M | -0.1% | +16.0% | — | ||
| $COP | Reduced | -27.77K (-8.82%) | 287.31K | $29.87M | +4.2% | -0.4% | — | ||
| $AXP | Reduced | -29.06K (-27.34%) | 77.25K | $26.13M | +0.1% | +5.1% | — | ||
| $AMT | Reduced | -16.31K (-11.45%) | 126.20K | $23.89M | +5.8% | +8.7% | — | ||
| $AMT | Reduced | -16.31K (-11.45%) | 126.20K | $20.80M | +5.8% | +8.7% | — | ||
| $ASML | Reduced | -4.26K (-28.93%) | 10.46K | $20.66M | -2.0% | +17.8% | — | ||
| $APH | Reduced | -52.82K (-31.83%) | 113.11K | $19.94M | -1.3% | +23.4% | — | ||
| $ABT | Reduced | -49.72K (-19.59%) | 204.09K | $18.55M | +5.4% | +5.2% | — | ||
| $CRWD | Reduced | -5.76K (-22.05%) | 20.36K | $15.13M | +15.6% | +21.4% | — | ||
| $C | Reduced | -19.94K (-16.90%) | 98.08K | $13.73M | +0.6% | +12.7% | — | ||
| $BA | Reduced | -3.44K (-5.77%) | 56.12K | $12.15M | -7.6% | -9.0% | — | ||
| $CMI | Reduced | -1.62K (-9.52%) | 15.44K | $11.01M | -5.6% | -6.8% | — | ||
| $CAH | Reduced | -14.37K (-24.98%) | 43.15K | $10.25M | +6.9% | +20.1% | — | ||
| $CMI | Reduced | -1.62K (-9.52%) | 15.44K | $10.22M | -5.6% | -6.8% | — | ||
| $BX | Reduced | -29.68K (-26.45%) | 82.52K | $9.71M | -2.3% | +2.7% | — | ||
| $ADP | Reduced | -14.71K (-25.53%) | 42.93K | $9.62M | +5.8% | +9.2% | Read | ||
| $ADP | Reduced | -14.71K (-25.53%) | 42.93K | $9.55M | +5.8% | +9.2% | — | ||
| $CAH | Reduced | -14.37K (-24.98%) | 43.15K | $9.54M | +6.9% | +20.1% | Read | ||
| $ACN | Reduced | -26.70K (-32.46%) | 55.54K | $8.67M | +12.3% | +6.7% | Read | ||
| $CI | Reduced | -13.52K (-31.57%) | 29.31K | $8.08M | -5.9% | -0.3% | Read | ||
| $AZN | Reduced | -89.69K (-68.07%) | 42.07K | $7.98M | -0.1% | -4.8% | Read |
All tracked 13F moves by Lido Advisors
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $BA | Reduced | -3.44K (-5.77%) | 56.12K | $12.15M | -7.6% | -9.0% | — | ||
| $CMI | Reduced | -1.62K (-9.52%) | 15.44K | $11.01M | -5.6% | -6.8% | — | ||
| $COP | Reduced | -27.77K (-8.82%) | 287.31K | $29.87M | +4.2% | -0.4% | — | ||
| $CMI | Reduced | -1.62K (-9.52%) | 15.44K | $10.22M | -5.6% | -6.8% | — | ||
| $AVGO | Reduced | -17.90K (-2.41%) | 725.80K | $272.61M | +0.2% | -8.3% | — | ||
| $BLK | Reduced | -450 (-1.23%) | 36K | $34.61M | -3.9% | -5.1% | — | ||
| $AMZN | Reduced | -29.66K (-1.63%) | 1.79M | $429.79M | -1.9% | -11.7% | — | ||
| $AMD | Reduced | -3.12K (-2.68%) | 113.22K | $63.96M | +0.5% | +14.8% | — | ||
| $CRCL | New | +108.42K | 108.42K | $7.98M | -11.8% | -38.5% | Read | ||
| $BKNG | New | +52.50K | 52.50K | $9.36M | +1.2% | +6.7% | — | ||
| $CI | Reduced | -13.52K (-31.57%) | 29.31K | $8.08M | -5.9% | -0.3% | Read | ||
| $DE | Reduced | -7.52K (-10.85%) | 61.76K | $38.73M | -3.5% | -0.5% | — | ||
| $CRWD | Reduced | -5.76K (-22.05%) | 20.36K | $15.13M | +15.6% | +21.4% | — | ||
| $C | Reduced | -19.94K (-16.90%) | 98.08K | $13.73M | +0.6% | +12.7% | — | ||
| $CSCO | Reduced | -124.61K (-18.68%) | 542.50K | $63.72M | +12.2% | +18.9% | — | ||
| $CAT | Reduced | -15.41K (-16.60%) | 77.44K | $82.47M | -3.3% | +0.9% | — | ||
| $CAH | Reduced | -14.37K (-24.98%) | 43.15K | $10.25M | +6.9% | +20.1% | — | ||
| $CAH | Reduced | -14.37K (-24.98%) | 43.15K | $9.54M | +6.9% | +20.1% | Read | ||
| $BX | Reduced | -29.68K (-26.45%) | 82.52K | $9.71M | -2.3% | +2.7% | — | ||
| $ADP | Reduced | -14.71K (-25.53%) | 42.93K | $9.55M | +5.8% | +9.2% | — | ||
| $AZN | Reduced | -89.69K (-68.07%) | 42.07K | $7.98M | -0.1% | -4.8% | Read | ||
| $ASML | Reduced | -4.26K (-28.93%) | 10.46K | $20.66M | -2.0% | +17.8% | — | ||
| $ANET | Reduced | -42.64K (-18.76%) | 184.70K | $31.17M | -0.1% | +16.0% | — | ||
| $AMAT | Reduced | -56.14K (-22.26%) | 196.07K | $137.13M | -2.2% | +30.1% | — | ||
| $AAPL | Reduced | -581.20K (-13.14%) | 3.84M | $1.10B | +1.1% | -2.6% | — | ||
| $AMT | Reduced | -16.31K (-11.45%) | 126.20K | $23.89M | +5.8% | +8.7% | — | ||
| $APH | Reduced | -52.82K (-31.83%) | 113.11K | $19.94M | -1.3% | +23.4% | — | ||
| $AMT | Reduced | -16.31K (-11.45%) | 126.20K | $20.80M | +5.8% | +8.7% | — | ||
| $AXP | Reduced | -29.06K (-27.34%) | 77.25K | $26.13M | +0.1% | +5.1% | — | ||
| $AMAT | Reduced | -56.14K (-22.26%) | 196.07K | $108.33M | -2.2% | +30.1% | — | ||
| $ADP | Reduced | -14.71K (-25.53%) | 42.93K | $9.62M | +5.8% | +9.2% | Read | ||
| $ACN | Reduced | -26.70K (-32.46%) | 55.54K | $8.67M | +12.3% | +6.7% | Read | ||
| $ABT | Reduced | -49.72K (-19.59%) | 204.09K | $18.55M | +5.4% | +5.2% | — | ||
| $ALL | Added | +760 (+2.12%) | 36.53K | $8.81M | +3.0% | +3.4% | Read | ||
| $CRM | Added | +74.84K (+40.51%) | 259.59K | $40.67M | +8.6% | +0.3% | — | ||
| $DELL | Added | +25.51K (+86.38%) | 55.05K | $23.27M | -0.4% | +62.2% | — | ||
| $COST | Added | +5.43K (+4.73%) | 120.30K | $112.54M | +4.0% | -4.9% | — | ||
| $CB | Added | +2.94K (+4.44%) | 69.25K | $23.60M | +3.9% | +4.2% | — | ||
| $CVX | Added | +9.55K (+4.29%) | 232.50K | $38.54M | +3.8% | +1.6% | — | ||
| $CB | Added | +2.94K (+4.44%) | 69.25K | $22.71M | +3.9% | +4.2% | — | ||
| $CASY | Added | +535 (+5.81%) | 9.75K | $8.94M | -4.0% | +0.8% | Read | ||
| $CASY | Added | +535 (+5.81%) | 9.75K | $8.21M | -4.0% | +0.8% | — | ||
| $COF | Added | +19.29K (+68.65%) | 47.38K | $9.50M | +3.6% | +2.2% | Read | ||
| $BRKB | Added | +3.73K (+1.16%) | 325.16K | $158.72M | -1.0% | +0.8% | — | ||
| $BAC | Added | +40.50K (+8.73%) | 504.47K | $28.74M | +2.8% | +13.0% | — | ||
| $BAC | Added | +40.50K (+8.73%) | 504.47K | $27.83M | +2.8% | +13.0% | — | ||
| $ALAB | Added | +15.18K (+123.44%) | 27.48K | $13.58M | +28.3% | +63.8% | — | ||
| $ARCC | Added | +15.57K (+2.52%) | 632.53K | $11.72M | -0.4% | +2.5% | — | ||
| $ARCC | Added | +15.57K (+2.52%) | 632.53K | $12.06M | -0.4% | +2.5% | — | ||
| $ADI | Added | +2.42K (+1.47%) | 166.70K | $66.21M | -7.9% | -3.1% | — | ||
| $AMGN | Added | +1.43K (+1.85%) | 78.36K | $28.30M | -0.7% | +6.4% | — | ||
| $ABBV | Added | +11.33K (+2.69%) | 432.46K | $109.24M | +1.8% | +9.2% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Lido Advisors holds or traded
Frequently asked questions
What did Lido Advisors buy and sell in its latest 13F?
It opened or added to $BRKB, $COST, $ABBV, $ADI and $CRM; it cut or exited $AAPL, $AMZN, $AVGO, $AMAT and $AMAT.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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