Lloyd Advisory Services, LLC.
All 13F Filings
- Location
- Suwanee, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 349,398
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 864 | 349,398 | 13F-HR | Lloyd Advisory Services, LLC. |
| Q4 2025 | 2/6/2026 | 563 | 257,754 | 13F-HR | Lloyd Advisory Services, LLC. |
| Q3 2025 | 10/30/2025 | 99 | 212,492 | 13F-HR | Lloyd Advisory Services, LLC. |
| Q2 2025 | 7/16/2025 | 99 | 206,955 | 13F-HR | Lloyd Advisory Services, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 162.9 K | 46.7% | 0 | 68.03 K | -68.03 K |
| ETFs | 186.2 K | 53.3% | 161.5 K | 0 | 161.5 K |
| Debt | 37 | 0.0% | 0 | 451 | -451 |
| Other | 0 | 0.0% | 0 | 238 | -238 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
349,398
Holdings
864
QoQ value change ($000)
91,644
(35.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.