DOSSIER · 13F-HR · Q1 2026

Lloyd Advisory Services, LLC.

Lloyd Advisory Services's hedge fund based in Stamford, CT $349M in tracked AUM across 865 positions as of Q1 2026.

LA
Lloyd Advisory Services·Stamford, CT·Hedge Fund
CIK 0001802474 · last filed Mar 31, 2026
Total AUM
$349M
19.3%
vs prior
Holdings
865
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Lloyd Advisory Services, LLC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCEC
CAPITOL SER TR
$58M2.3M16.5%
02
IWY
ISHARES TR
$42M168K12.0%
03
SCNM
STERLING CAP FDS
$32M1.3M9.1%
04
IWX
ISHARES TR
$27M292K7.7%
05
EFV
ISHARES TR
$15M202K4.3%
06
IWS
ISHARES TR
$14M99K4.1%
07
EFG
ISHARES TR
$13M118K3.8%
08
IEMG
ISHARES INC
$11M160K3.2%
09
VOO
VANGUARD INDEX FDS
$9M15K2.6%
10
VTWO
VANGUARD SCOTTSDALE FDS
$7M74K2.1%

Filing history

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