Lido Advisors, LLC
RIA/Wealth
Lido Advisors, LLC is a RIA/Wealth based in Los Angeles, CA led by Jason Jay Ozur, reporting $29.1B in AUM as of Q3 2025 with 57% ETF concentration.
CEOJason Jay Ozur
- Portfolio Value
- $24.2B
- Positions
- 1,565
- Top Holding
- SPY at 9.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Lido Advisors, LLC's portfolio (39% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $2.2B | 9.19% | +$200.0M Bought | — 3.3M shares | |
ETF ETF | $1.3B | 5.26% | +$297.0M Bought | — 64.6M shares | |
Consumer Electronics Technology | $1.1B | 4.59% | +$121.2M Bought | 0.03% 4.4M shares | |
ETF ETF | $1.0B | 4.25% | -$184.0M Sold | — 52.6M shares | |
Semiconductors Technology | $973.1M | 4.02% | +$109.4M Bought | 0.02% 5.2M shares | |
Software - Infrastructure Technology | $953.0M | 3.94% | +$201.4M Bought | 0.02% 1.8M shares | |
ETF ETF | $576.3M | 2.38% | +$479.2M Bought | — 27.9M shares | |
ETF ETF | $465.6M | 1.92% | +$684.7K Bought | — 2.1M shares | |
ETF ETF | $439.4M | 1.82% | +$26.7M Bought | — 3.6M shares | |
Specialty Retail Consumer Cyclical | $392.2M | 1.62% | +$74.3M Bought | 0.02% 1.8M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Lido Advisors, LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Lido Advisors, LLC
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