13F Filings History of Sargent Bickham Lagudis LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Signature - Title
Joshua Miller - Chief Compliance Officer
Location
Boulder, CO
Summary
This page shows a list of all the recent 13F filings made by Sargent Bickham Lagudis LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sargent Bickham Lagudis LLC reported 1053 stock holdings with total value $1,219,786,947 as of Q4 2022. Top holdings included AGG, SPY, VOO, VEA, and IVV. Lido Advisors, LLC is reporting for Sargent Bickham Lagudis LLC.

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Holdings Value

Lido Advisors, LLC is reporting for Sargent Bickham Lagudis LLC:

Name Holdings Value Location File Number
Lido Advisors, LLC $25,184,539,407 Los Angeles, CA 028-18071
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 $0 13F-NT 14 Feb 2024, 14:42
Q3 2023 0 $0 13F-NT 14 Nov 2023, 14:27
Q2 2023 0 $0 13F-NT 09 Aug 2023, 12:28
Q1 2023 0 $0 13F-NT 15 May 2023, 17:28
Q4 2022 1,053 $1,219,786,947 +$102,057,969 -$77,715,193 +$24,342,776 AGG, SPY, VOO, VEA, IVV 13F-HR 23 Jan 2023, 17:21
Q3 2022 981 $1,118,103,000 +$118,671,217 -$80,929,414 +$37,741,803 AGG, SPY, VOO, IVV, VEA 13F-HR 27 Oct 2022, 14:08
Q2 2022 1,057 $1,156,516,000 +$100,258,716 -$46,737,136 +$53,521,580 AGG, SPY, VOO, VEA, VXF 13F-HR 13 Jul 2022, 10:26
Q1 2022 960 $1,282,404,000 +$166,513,507 -$114,737,462 +$51,776,045 AGG, SPY, VOO, VXF, VEA 13F-HR 27 Apr 2022, 11:43
Q4 2021 947 $1,321,515,000 +$66,013,194 -$59,403,806 +$6,609,388 AGG, SPY, VOO, VXF, VTEB 13F-HR 18 Jan 2022, 13:59
Q3 2021 939 $1,228,230,000 +$59,983,742 -$49,050,316 +$10,933,426 AGG, SPY, VXF, VOO, VTEB 13F-HR 05 Nov 2021, 11:53
Q2 2021 917 $1,226,731,000 +$62,217,895 -$32,873,289 +$29,344,606 AGG, VXF, SPY, VOO, VTEB 13F-HR 19 Jul 2021, 17:25
Q1 2021 927 $1,135,535,000 +$58,573,893 -$40,024,329 +$18,549,564 AGG, VXF, SPY, VOO, VTEB 13F-HR 24 May 2021, 15:56
Q4 2020 865 $1,083,137,000 +$83,814,891 -$88,867,012 -$5,052,121 AGG, VXF, SPY, VOO, VTEB Restatement 24 May 2021, 15:53
Q3 2020 782 $994,737,000 +$80,378,281 -$56,570,849 +$23,807,432 AGG, SPY, VOO, VXF, VTEB 13F-HR 01 Sep 2021, 17:13
Q2 2020 760 $932,469,000 +$92,159,179 -$54,911,033 +$37,248,146 AGG, SPY, VOO, VXF, VTEB 13F-HR 07 Sep 2021, 14:10
Q1 2020 766 $777,044,000 +$102,285,523 -$78,965,467 +$23,320,056 AGG, SPY, VOO, SPLV, VXF 13F-HR 07 Sep 2021, 14:08
Q4 2019 840 $897,333,000 +$55,623,809 -$26,929,827 +$28,693,982 AGG, SPY, VXF, SPLV, VOO 13F-HR 14 Sep 2021, 16:07
Q3 2019 708 $825,010,000 +$57,763,221 -$75,124,671 -$17,361,450 AGG, SPY, VXF, SPLV, VOO 13F-HR 14 Sep 2021, 13:26
Q2 2019 749 $836,416,000 +$44,623,924 -$93,656,813 -$49,032,889 AGG, SPY, VXF, VEA, SPLV 13F-HR 13 Sep 2021, 15:23
Q1 2019 798 $859,051,000 +$71,138,728 -$53,557,582 +$17,581,146 AGG, SPY, VEA, VXF, SPLV 13F-HR 13 Sep 2021, 15:13
Q4 2018 745 $768,497,000 +$111,506,824 -$87,666,073 +$23,840,751 AGG, SPY, VEA, MINT, VOO 13F-HR 13 Sep 2021, 15:05
Q3 2018 754 $838,658,000 +$43,265,750 -$42,162,374 +$1,103,376 AGG, SPY, VEA, VXF, VOO 13F-HR 13 Sep 2021, 15:00
Q2 2018 744 $803,283,000 +$44,698,967 -$48,181,364 -$3,482,397 AGG, SPY, VEA, VOO, VXF 13F-HR 13 Sep 2021, 14:51
Q1 2018 755 $798,289,000 +$60,118,179 -$86,569,890 -$26,451,711 AGG, SPY, VEA, VOO, VXF 13F-HR 13 Sep 2021, 14:46
Q4 2017 786 $833,296,000 +$59,569,600 -$54,290,508 +$5,279,092 AGG, SPY, VEA, VOO, SPLV 13F-HR 13 Sep 2021, 14:31
Q3 2017 812 $800,400,000 +$69,065,535 -$70,628,449 -$1,562,914 AGG, SPY, VEA, VOO, SPLV 13F-HR 13 Sep 2021, 14:16
Q2 2017 767 $780,075,000 +$56,760,309 -$67,875,971 -$11,115,662 AGG, SPY, VEA, VXF, VOO 13F-HR 13 Sep 2021, 13:56
Q1 2017 748 $772,425,000 +$131,125,320 -$34,667,843 +$96,457,477 AGG, SPY, VXF, SPLV, VEA 13F-HR 13 Sep 2021, 13:48
Q4 2016 705 $647,812,000 +$67,300,518 -$17,670,365 +$49,630,153 AGG, SPY, VXF, VOO, SPLV 13F-HR 13 Sep 2021, 13:15
Q3 2016 720 $221,001,000 +$32,828,716 -$1,736,278,898 -$1,703,450,182 SPLV, CSM, SCHZ, RSP, VTWO 13F-HR 13 Sep 2021, 13:10
Q2 2016 706 $640,467,000 +$51,851,541 -$39,734,194 +$12,117,347 AGG, SPY, BIV, VOO, VXF 13F-HR 07 Sep 2021, 14:23
Q1 2016 722 $615,125,000 $0 $0 $0 AGG, SPY, VOO, BIV, VXF 13F-HR 07 Sep 2021, 12:11