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Lloyd Advisory Services, LLC.

SEC CIK
0001802474
Latest filing
Aug 7, 2026

The latest 13F from Lloyd Advisory Services, LLC. covers Q2 2026 (filed Aug 7, 2026): 628 long positions worth $258.0M. The top 10 holdings make up 58.7% of the portfolio, and the largest is Aim ETF Products Trust at 9.7%. Livermore has 20 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
231
Est. +$70.7M
Added
184
Est. +$143.3M
Reduced
212
Est. −$301.7M
Sold out
463
Est. −$38.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. Aim ETF Products Trust00888H752
    9.7%$25.0M
  2. State Street SPDR Portfolio S&P 500 ETF78464A854
    8.4%$21.8M
  3. Aim ETF Products Trust00888H646
    7.4%$19.2M
  4. Elevation Series Trust210322608
    7.4%$19.2M
  5. Aim ETF Products Trust00888H737
    7.1%$18.4M

Biggest buys

New and added positions, by estimated amount bought

  1. Aim ETF Products Trust00888H752
    +$25.0MNew
  2. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$20.4MAdded
  3. Aim ETF Products Trust00888H646
    +$19.2MAdded
  4. Elevation Series Trust210322608
    +$18.7MAdded
  5. Aim ETF Products Trust00888H737
    +$18.4MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Aim ETF Products Trust00888H752
    +9.70 pp0.0% → 9.7%
  2. State Street SPDR Portfolio S&P 500 ETF78464A854
    +8.08 pp0.3% → 8.4%
  3. Aim ETF Products Trust00888H646
    +7.44 pp<0.1% → 7.4%
  4. Elevation Series Trust210322608
    +7.32 pp0.1% → 7.4%
  5. Aim ETF Products Trust00888H737
    +7.11 pp0.0% → 7.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Capitol Ser Tr14064D444
    −$55.0MReduced
  2. iShares Russell Top 200 Growth ETF464289438
    −$46.6MReduced
  3. Sterling Cap FDS85917K470
    −$31.8MReduced
  4. iShares Tr464289420
    −$29.2MReduced
  5. iShares Russell Mid-Cap Value ETF464287473
    −$15.5MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Capitol Ser Tr14064D444
    −15.54 pp16.5% → 0.9%
  2. iShares Russell Top 200 Growth ETF464289438
    −11.07 pp12.0% → 0.9%
  3. Sterling Cap FDS85917K470
    −8.96 pp9.1% → 0.1%
  4. iShares Tr464289420
    −7.17 pp7.7% → 0.6%
  5. iShares Tr464288877
    −3.98 pp4.3% → 0.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$258.0M
−$91.4M (−26.2%) vs. prior quarter
Positions
628
−232 vs. prior quarter
Top 10 concentration
58.7%
Top 10 as share of value
Turnover
70.5%
Q2 2026, one quarter
Average holding period
4.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

20 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $468.7M (Q1 2024)

Q1 2021: $183.9MQ2 2021: $197.9MQ3 2021: $194.4MQ4 2021: $216.9MQ1 2022: $214.7MQ2 2022: $128.4MQ3 2022: $137.0MQ4 2022: $143.8MQ3 2023: $302.2MQ4 2023: $211.1MQ1 2024: $468.7MQ2 2024: $212.4MQ3 2024: $206.9MQ4 2024: $211.1MQ1 2025: $199.1MQ2 2025: $207.0MQ3 2025: $212.5MQ4 2025: $257.8MQ1 2026: $349.4MQ2 2026: $258.0M
Q1 2021Q2 2026
13F filings of Lloyd Advisory Services, LLC. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 2026628$258.0MAim ETF Products TrustState Street SPDR Portfolio S&P 500 ETFAim ETF Products Trustvs. Q1 2026SEC
Q1 2026May 13, 2026860$349.4MCapitol Ser TriShares Russell Top 200 Growth ETFSterling Cap FDSvs. Q4 2025SEC
Q4 2025Feb 6, 2026563$257.8MState Street SPDR Portfolio S&P 500 ETFAim ETF Products TrustAim ETF Products Trustvs. Q3 2025SEC
Q3 2025Oct 30, 202599$212.5MState Street SPDR Portfolio S&P 500 ETFAim ETF Products TrustAim ETF Products Trustvs. Q2 2025SEC
Q2 2025Jul 16, 202599$207.0MState Street SPDR Portfolio S&P 500 ETFAim ETF Products TrustAim ETF Products Trustvs. Q1 2025SEC
Q1 2025Apr 14, 202598$199.1MState Street SPDR Portfolio S&P 500 ETFAim ETF Products TrustAim ETF Products Trustvs. Q4 2024SEC
Q4 2024Feb 3, 2025100$211.1MState Street SPDR Portfolio S&P 500 ETFAim ETF Products TrustAim ETF Products Trustvs. Q3 2024SEC
Q3 2024Oct 10, 202497$206.9MState Street SPDR Portfolio S&P 500 ETFAim ETF Products TrustPIMCO ETF Trvs. Q2 2024SEC
Q2 2024Aug 5, 202493$212.4MState Street SPDR Portfolio S&P 500 ETFPIMCO ETF TrAim ETF Products Trustvs. Q1 2024SEC
Q1 2024Apr 12, 2024128$468.7MAim ETF Products TrustiShares TrPIMCO ETF Trvs. Q4 2023SEC
Q4 2023Feb 13, 2024132$211.1MState Street SPDR Portfolio S&P 500 ETFPIMCO ETF TrAim ETF Products Trustvs. Q3 2023SEC
Q3 2023Nov 13, 2023261$302.2MiShares TrState Street SPDR Bloomberg Convertible Securities ETFJPMorgan Ultra-Short Income ETF–SEC
Q4 2022Jan 27, 202345$143.8MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Bloomberg 1-3 Month T-Bill ETFiShares Core S&P 500 ETFvs. Q3 2022SEC
Q3 2022Nov 2, 202243$137.0MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Bloomberg 1-3 Month T-Bill ETFiShares Core S&P 500 ETFvs. Q2 2022SEC
Q2 2022Aug 15, 202265$128.4MState Street SPDR Portfolio S&P 500 ETFiShares Core S&P 500 ETFAim ETF Products Trustvs. Q1 2022SEC
Q1 2022May 2, 2022624$214.7MState Street SPDR Portfolio S&P 500 ETFiShares Core S&P 500 ETFAim ETF Products Trustvs. Q4 2021SEC
Q4 2021Jan 26, 2022445$216.9MState Street SPDR Portfolio S&P 500 ETFiShares Core S&P 500 ETFAim ETF Products Trustvs. Q3 2021SEC
Q3 2021Oct 21, 2021404$194.4MState Street SPDR Portfolio S&P 500 ETFiShares Core S&P 500 ETFAim ETF Products Trustvs. Q2 2021SEC
Q2 2021Aug 9, 2021408$197.9MState Street SPDR Portfolio S&P 500 ETFiShares Core S&P 500 ETFAim ETF Products Trustvs. Q1 2021SEC
Q1 2021May 4, 2021381$183.9MState Street SPDR Portfolio S&P 500 ETFiShares Core S&P 500 ETFAim ETF Products Trust–SEC