Lido Advisors, LLC has disclosed its latest investment holdings, reporting a total value of approximately $39.09 billion as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and its position in the financial services sector.

According to the recent filing, Lido Advisors, which is based in Los Angeles, California, continues to manage a diverse portfolio that includes substantial investments in well-known companies. This update is particularly relevant for investors and market watchers who are keen on understanding the trends within the wealth management industry.

Background

Lido Advisors, LLC is a financial services firm that specializes in wealth management. The company operates under the Central Index Key (CIK) number 0001650150. It has been actively filing with the SEC, with its latest 13F-HR form submitted on November 4, 2026. The firm is incorporated in Delaware and has its fiscal year ending on December 31.

What the Filing Says

The filing reveals that Lido Advisors reported a total of 3,358 entries in its holdings, with a combined value of $39,090,033,008. Notably, the firm has made significant investments in companies such as 3M Co and Abbott Laboratories, showcasing its strategic focus on established players in various sectors.

Impact

This disclosure may impact various stakeholders, including investors and analysts who track the performance of Lido Advisors and its portfolio companies. The substantial value of holdings indicates the firm's robust investment strategy and ability to navigate market conditions effectively.

What's Next

The filing does not specify what actions Lido Advisors will take next regarding its investments or any upcoming changes in its portfolio management strategy.