Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lloyd Advisory Services, LLC. (CIK 1802474) reported $349.4M across 816 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCEC ($57.6M, 16.47%), IWY ($41.9M, 11.98%), SMDOX ($31.8M, 9.10%), IWX ($27.0M, 7.73%), EFV ($15.0M, 4.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCEC | CAPITOL SER TR | $57.6M | 16.47% | 2.3M | Added |
| 2 | IWY | ISHARES TR | $41.9M | 11.98% | 168,261 | Added |
| 3 | SMDOX | STERLING CAP FDS | $31.8M | 9.10% | 1.3M | New |
| 4 | IWX | ISHARES TR | $27.0M | 7.73% | 291,555 | Added |
| 5 | EFV | ISHARES TR | $15.0M | 4.29% | 201,774 | Added |
| 6 | IWS | ISHARES TR | $14.4M | 4.11% | 98,615 | Added |
| 7 | EFG | ISHARES TR | $13.1M | 3.75% | 117,702 | Added |
| 8 | IEMG | ISHARES INC | $11.2M | 3.20% | 160,144 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $8.9M | 2.56% | 14,971 | Added |
| 10 | VTWO | VANGUARD SCOTTSDALE FDS | $7.5M | 2.13% | 74,375 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $4.6M | 1.32% | 26,391 | Added |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $4.1M | 1.18% | 19,114 | Added |
| 13 | NOBL | PROSHARES TR | $4.0M | 1.14% | 37,560 | New |
| 14 | IWP | ISHARES TR | $3.8M | 1.09% | 29,815 | Added |
| 15 | AVGO | BROADCOM INC | $2.8M | 0.80% | 9,023 | Added |
| 16 | STEW | SRH TOTAL RETURN FUND INC | $2.6M | 0.76% | 154,836 | New |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.5M | 0.72% | 7,393 | New |
| 18 | V | VISA INC | $2.2M | 0.62% | 13,783 | Added |
| 19 | MUB | ISHARES TR | $2.1M | 0.61% | 19,944 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $1.9M | 0.54% | 6,448 | Added |
| 21 | SCHP | SCHWAB STRATEGIC TR | $1.9M | 0.53% | 70,060 | Added |
| 22 | RTX | RTX CORPORATION | $1.6M | 0.46% | 8,368 | New |
| 23 | XOM | EXXON MOBIL CORP | $1.6M | 0.44% | 9,152 | Added |
| 24 | SMDOX | STERLING CAP FDS | $1.5M | 0.42% | 62,288 | New |
| 25 | QQQ | INVESCO QQQ TR | $1.4M | 0.41% | 2,475 | Added |
Source: SEC Form 13F filings · as of 2026-03-31