Lloyd Advisory Services, LLC.
All 13F Filings
- Location
- Suwanee, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 258,030
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 628 | 258,030 | 13F-HR | Lloyd Advisory Services, LLC. |
| 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 | 27.65 K | 10.7% | 0 | 135.2 K | -135.2 K |
| ETFs | 230.4 K | 89.3% | 44.19 K | 0 | 44.19 K |
| Debt | 8 | 0.0% | 0 | 29 | -29 |
| Other | 3 | 0.0% | 3 | 0 | 3 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
258,030
Holdings
628
QoQ value change ($000)
-91,368
(-26.2%)
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.