Lloyd Advisory Services, LLC.
Annual return '25
+9.4%
SPY '25
+17.7%
Alpha
-8.3ptsvs SPY
Invested
$349.4M
Holdings
864
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCEC
CAPITOL SER TR
Held since at least Q1 2024
16.5%
02
$IWY
ISHARES TR
Q1 2026: New position (3.0k shares)
12.0%
03
$SCNM
STERLING CAP FDS
Held since at least Q1 2024
9.1%
04
$IWX
ISHARES TR
Q1 2026: New position (3.6k shares)
7.7%
05
$EFV
ISHARES TR
Q1 2026: New position (838 shares)
4.3%
06
$IWS
ISHARES TR
Held since at least Q1 2024
4.1%
07
$EFG
ISHARES TR
Q1 2026: New position (681 shares)
3.8%
08
$IEMG
ISHARES INC
Q1 2026: New position (20 shares)
3.2%
09
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (40 shares)
2.6%
10
$VTWO
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:27 UTC.