§ 13F · FUND PROFILE
Lloyd Advisory Services, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $207.0T (13F)Positions · 99Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$91.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 320K | $25.7T | 10.0% | +4% |
| 2 | SIXO | AIM ETF PRODUCTS TRUST | 603K | $20.9T | 8.1% | NEW |
| 3 | OCTW | AIM ETF PRODUCTS TRUST | 507K | $19.8T | 7.7% | NEW |
| 4 | SEPW | AIM ETF PRODUCTS TRUST | 499K | $15.9T | 6.2% | +9% |
| 5 | TUA | SIMPLIFY EXCHANGE TRADED FUN | 691K | $15.1T | 5.9% | +11% |
| 6 | JULW | AIM ETF PRODUCTS TRUST | 295K | $11.5T | 4.5% | +9% |
| 7 | DECU | AIM ETF PRODUCTS TRUST | 367K | $10.0T | 3.9% | +34% |
| 8 | QBER | ELEVATION SERIES TRUST | 408K | $9.8T | 3.8% | −5% |
| 9 | SEPZ | ELEVATION SERIES TRUST | 195K | $8.3T | 3.2% | +13% |
| 10 | ONEZ | ELEVATION SERIES TRUST | 311K | $8.1T | 3.1% | +30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LLOYD SIGNAL
AC read
Lloyd Advisory Services, LLC. is a Other fund managing $206954.9 trillion in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed