Notify me when Fountainhead AM, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| 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 2025 | 167 | $63,732,760 | +$4,119,697 | -$711,536,683 | -$707,416,986 | IWB, VV, IVV, JPST, IJR | 13F-HR | 17 Feb 2026, 17:36 |
| Q3 2025 | 225 | $762,124,641 | +$64,501,084 | -$30,429,929 | +$34,071,155 | JPST, IWB, VV, JIVE, IVV | 13F-HR | 21 Oct 2025, 17:21 |
| Q2 2025 | 213 | $688,635,354 | +$58,053,292 | -$34,192,874 | +$23,860,418 | JPST, IWB, VV, IVV, JIVE | 13F-HR | 07 Aug 2025, 16:19 |
| Q1 2025 | 187 | $615,027,476 | +$106,417,256 | -$20,863,721 | +$85,553,535 | JPST, IWB, VV, IJR, VTV | 13F-HR | 05 May 2025, 11:14 |
| Q4 2024 | 168 | $547,646,503 | +$90,500,254 | -$7,170,830 | +$83,329,424 | IWB, JPST, VV, IJR, IVV | 13F-HR | 11 Feb 2025, 11:57 |
| Q3 2024 | 148 | $476,398,751 | +$44,604,317 | -$11,838,048 | +$32,766,269 | IWB, IJR, VV, IVV, JIVE | 13F-HR | 04 Nov 2024, 15:57 |
| Q2 2024 | 140 | $420,697,151 | +$42,863,832 | -$29,660,149 | +$13,203,683 | IWB, IJR, IVV, SCHG, VV | 13F-HR | 26 Jul 2024, 12:09 |
| Q1 2024 | 134 | $406,138,162 | +$47,911,051 | -$24,514,925 | +$23,396,126 | IWB, IJR, IVV, SCHG, EFV | 13F-HR | 30 Apr 2024, 11:27 |
| Q4 2023 | 117 | $364,237,253 | +$56,854,569 | -$4,134,347 | +$52,720,222 | IWB, IJR, IVV, JPST, SCHG | 13F-HR | 01 Feb 2024, 18:20 |
| Q3 2023 | 94 | $285,401,815 | +$19,064,754 | -$2,578,191 | +$16,486,563 | IWB, IJR, IVV, FVD, SCHG | 13F-HR | 01 Nov 2023, 15:30 |
| Q2 2023 | 83 | $279,740,673 | +$15,612,189 | -$4,692,251 | +$10,919,938 | IWB, IJR, IVV, FVD, SCHG | 13F-HR | 02 Aug 2023, 16:38 |
| Q1 2023 | 81 | $255,605,010 | +$19,769,085 | -$2,292,718 | +$17,476,367 | IWB, IJR, FVD, IVV, JPST | 13F-HR | 12 May 2023, 17:30 |
| Q4 2022 | 75 | $222,267,000 | +$18,676,454 | -$8,067,244 | +$10,609,210 | IWB, IJR, FVD, IVV, SCHG | 13F-HR | 09 Feb 2023, 14:31 |
| Q3 2022 | 76 | $198,370,000 | +$39,353,811 | -$12,232,221 | +$27,121,590 | IWB, IJR, FVD, JPST, IVV | 13F-HR | 14 Nov 2022, 11:43 |
| Q2 2022 | 67 | $184,447,000 | +$18,419,594 | -$25,443,229 | -$7,023,635 | IWB, FVD, IJR, VV, SCHG | 13F-HR | 08 Aug 2022, 15:23 |
| Q1 2022 | 74 | $225,305,000 | +$25,150,785 | -$11,918,435 | +$13,232,350 | IWB, FVD, VV, AGG, IJR | 13F-HR | 06 May 2022, 11:25 |
| Q4 2021 | 80 | $230,220,000 | +$14,774,825 | -$3,990,029 | +$10,784,796 | IWB, FVD, VV, AGG, IJR | 13F-HR | 03 Feb 2022, 17:28 |
| Q3 2021 | 67 | $206,576,000 | +$32,376,251 | -$20,167,658 | +$12,208,593 | IWB, AGG, FVD, VV, IJR | 13F-HR | 29 Oct 2021, 11:42 |
| Q2 2021 | 61 | $187,945,000 | +$255,000 | -$263,617 | -$8,617 | JPST, IWB, FVD, AGG, IJR | 13F-HR | 02 Aug 2021, 20:51 |
| Q1 2021 | 60 | $188,012,000 | +$23,413,719 | -$4,543,625 | +$18,870,094 | JPST, IWB, FVD, AGG, IJR | 13F-HR | 06 May 2021, 11:37 |
| Q4 2020 | 53 | $160,577,000 | $0 | $0 | $0 | JPST, IWB, AGG, FVD, IJR | Restatement | 06 May 2021, 11:32 |