Key facts
- Lloyd Advisory Services, LLC. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $349,345,216.
13F Filings History of Lloyd Advisory Services, LLC.
- Latest 13F report
- Q1 2026 - 13 May 2026
- Value $
- $349,345,216
- Signature - Title
- Dustin Meza - Chief Compliance Officer
- Location
- Suwanee, GA
- Summary
- This page shows a list of all the recent 13F filings made by Lloyd Advisory Services, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lloyd Advisory Services, LLC. reported 834 stock holdings with total value $349,345,216 as of Q1 2026. Top holdings included SCEC, IWY, SCNM, IWX, and EFV.
Follow Filing Activity
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Holdings Value
Change
- Most recent filing was accepted on 13 May 2026, 08:28.
- Reported value moved from $257,754,097 to $349,345,216.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 834 | $349,345,216 | +$310,289,731 | -$213,233,962 | +$97,055,769 | SCEC, IWY, SCNM, IWX, EFV | 13F-HR | 13 May 2026, 08:28 |
| Q4 2025 | 553 | $257,754,097 | +$107,437,412 | -$66,134,169 | +$41,303,243 | SPYM, SIXO, OCTW, SEPW, TUA | 13F-HR | 06 Feb 2026, 16:10 |
| Q3 2025 | 99 | $212,492,195 | +$84,771,115 | -$86,536,637 | -$1,765,522 | SPLG, SIXP, DECW, SEPW, TUA | 13F-HR | 30 Oct 2025, 14:26 |
| Q2 2025 | 99 | $206,954,873 | +$36,615,767 | -$38,954,747 | -$2,338,980 | SPLG, DECW, SIXO, JANW, TUA | 13F-HR | 16 Jul 2025, 14:36 |
| Q1 2025 | 98 | $199,086,335 | +$30,739,334 | -$39,257,268 | -$8,517,934 | SPLG, DECW, SIXO, TUA, JANW | 13F-HR | 14 Apr 2025, 11:33 |
| Q4 2024 | 100 | $211,084,265 | +$82,380,673 | -$75,320,697 | +$7,059,976 | SPLG, DECW, SIXO, JANW, TUA | 13F-HR | 03 Feb 2025, 15:15 |
| Q3 2024 | 97 | $206,866,266 | +$50,494,111 | -$64,229,547 | -$13,735,436 | SPLG, SEPW, BILZ, SIXD, VOO | 13F-HR | 10 Oct 2024, 13:30 |
| Q2 2024 | 93 | $212,417,151 | +$189,977,870 | -$406,125,317 | -$216,147,447 | SPLG, BILZ, JUNW, APRW, SIXD | 13F-HR | 05 Aug 2024, 16:39 |
| Q1 2024 | 128 | $442,232,845 | +$394,277,190 | -$162,394,929 | +$231,882,261 | FLJJ, SGOV, VNLA, TYA, DECZ | 13F-HR | 12 Apr 2024, 15:49 |
| Q4 2023 | 132 | $211,092,390 | +$183,930,059 | -$258,549,759 | -$74,619,700 | SPLG, BILZ, JANW, IVV, VOO | 13F-HR | 13 Feb 2024, 10:04 |
| Q3 2023 | 261 | $274,444,610 | $0 | $0 | $0 | SGOV, JPST, MSFT, PULS, AMZN | 13F-HR | 13 Nov 2023, 15:11 |
| Q4 2022 | 45 | $143,824,000 | +$12,879,976 | -$11,719,421 | +$1,160,555 | SPLG, BIL, IVV, JANT, SCHX | 13F-HR | 27 Jan 2023, 16:22 |
| Q3 2022 | 43 | $136,955,000 | +$47,111,158 | -$32,859,639 | +$14,251,519 | SPLG, BIL, IVV, JANT, SCHX | 13F-HR | 02 Nov 2022, 15:21 |
| Q2 2022 | 65 | $128,413,000 | +$19,318,263 | -$87,315,972 | -$67,997,709 | SPLG, IVV, JANT, IWM, VOO | 13F-HR | 15 Aug 2022, 12:36 |
| Q1 2022 | 595 | $214,603,000 | +$61,864,082 | -$57,045,205 | +$4,818,877 | SPLG, IVV, JANW, JANT, VOO | 13F-HR | 02 May 2022, 12:18 |
| Q4 2021 | 416 | $216,926,000 | +$42,844,074 | -$30,790,357 | +$12,053,717 | SPLG, IVV, JANW, VOO, JPST | 13F-HR | 26 Jan 2022, 10:48 |
| Q3 2021 | 384 | $194,384,000 | +$30,332,596 | -$34,103,881 | -$3,771,285 | SPLG, IVV, JANW, JANT, JPST | 13F-HR | 21 Oct 2021, 16:42 |
| Q2 2021 | 393 | $197,913,000 | +$42,686,267 | -$37,281,962 | +$5,404,305 | SPLG, IVV, JANW, JANT, VOO | 13F-HR | 09 Aug 2021, 10:21 |
| Q1 2021 | 370 | $183,876,000 | +$121,711,622 | -$114,911,224 | +$6,800,398 | SPLG, IVV, JANW, JANT, VOO | 13F-HR | 04 May 2021, 09:54 |
| Q4 2020 | 357 | $182,803,000 | +$38,255,884 | -$28,846,769 | +$9,409,115 | TLT, GLD, IVV, QQQ, VEA | 13F-HR | 04 Feb 2021, 16:18 |
| Q3 2020 | 319 | $164,522,000 | +$23,045,241 | -$21,095,944 | +$1,949,297 | TLT, GLD, VEA, VOO, QQQ | 13F-HR | 28 Oct 2020, 14:56 |
| Q2 2020 | 308 | $159,063,000 | +$69,749,115 | -$55,436,886 | +$14,312,229 | TLT, GLD, VOO, SHV, QQQ | 13F-HR | 07 Aug 2020, 12:06 |
| Q1 2020 | 263 | $135,253,000 | +$62,395,905 | -$22,833,384 | +$39,562,521 | SHV, TLT, VOO, GLD, IVV | 13F-HR | 03 Jun 2020, 09:53 |
| Q4 2019 | 365 | $109,848,000 | $0 | $0 | $0 | TLT, VEA, VOO, IVV, GLD | 13F-HR | 12 Feb 2020, 16:29 |