§ 13F · FUND PROFILE
Lloyd Advisory Services, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212M (13F)Positions · 99Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$75M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCEC | CAPITOL SER TR | 2.29M | $58M | 16.5% | +3776% |
| 2 | IWY | ISHARES TR | 168K | $42M | 12.0% | +3177% |
| 3 | SCNM | STERLING CAP FDS | 1.28M | $32M | 9.1% | NEW |
| 4 | IWX | ISHARES TR | 292K | $27M | 7.7% | +3293% |
| 5 | EFV | ISHARES TR | 202K | $15M | 4.3% | +2555% |
| 6 | IWS | ISHARES TR | 99K | $14M | 4.1% | +3273% |
| 7 | EFG | ISHARES TR | 118K | $13M | 3.8% | +2281% |
| 8 | IEMG | ISHARES INC | 160K | $11M | 3.2% | +433% |
| 9 | VOO | VANGUARD INDEX FDS | 15K | $9M | 2.6% | +46% |
| 10 | VTWO | VANGUARD SCOTTSDALE FDS | 74K | $7M | 2.1% | +3397% |
§ 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 $212 million in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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