13F Insight
DOSSIER · 13F-HR · Q1 2026

Lloyd Advisory Services, LLC.

$349M in tracked AUM across 865 positions as of Q1 2026.

LA
CIK 0001802474 · last filed Mar 31, 2026
Total AUM
$349M
as of Q1 2026
Holdings
865
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$349M▲ 35.6%
865 positionsView →2025Q4Dec 31
$258M▲ 21.3%
563 positionsView →2025Q3Sep 30
$212M▲ 2.7%
99 positionsView →2025Q2Jun 30
$207M▲ 4.0%
99 positionsLocked2025Q1Mar 31
$199M▼ 5.7%
98 positionsLocked2024Q4Dec 31
$211M▲ 2.0%
100 positionsLocked2024Q3Sep 30
$207M▼ 2.6%
97 positionsLocked2024Q2Jun 30
$212M▼ 54.7%
93 positionsLocked2024Q1Mar 31
$469M▲ 122.0%
128 positionsLocked2023Q4Dec 31
$211M▲ 46.8%
132 positionsLocked2022Q4Dec 31
$144M▲ 5.0%
130 positionsLocked2022Q3Sep 30
$137M▲ 6.7%
121 positionsLocked
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