Lloyd Advisory Services, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity portfolio as of September 30, 2026. The filing lists 833 total holdings, with the largest position being a massive allocation to the iShares Core S&P U.S. Large-Cap ETF (ticker: IVV), held in 601,352 shares.
The portfolio is heavily weighted toward large-cap exchange-traded funds (ETFs), with significant positions in the iShares Core S&P 500 ETF (IVV) and the iShares Core S&P Mid-Cap ETF (IJH), held in 523,113 and 243,710 shares, respectively. Other notable equity holdings include shares of AT&T Inc. (10,911 shares), Broadcom Inc. (100,304 shares), and Costco Wholesale Corporation (96,800 shares).
The filing also lists a variety of other individual stocks, including Alphabet Class A (200,956 shares), BlackRock Inc. (19,101 shares), Cisco Systems Inc. (460,581 shares), and Meta Platforms Inc. (90,898 shares).
