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Dustin Meza

Lloyd Advisory Services, Llc.

Assets Managed
$349.398M
Holdings
864
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
35.56%(2Q avg: 28.43%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lloyd Advisory Services, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 864 positions.

Assets under management

The assets under management (AUM) of Lloyd Advisory Services, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 349.398M in assets, with a quarterly growth rate of 35.56% and a 2-quarter average growth rate of 28.43%. The portfolio is managed by Dustin Meza, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCEC
Sterling Capital Enh Cb Etf
Recent Activity
Increased 3775.81%
16.48%
$57.558M
2.295M shares@ $25.09 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 3177.39%
11.99%
$41.87M
168,261 shares@ $248.84 avg price
SCNM
Sterling Cap Natl Mb Etf
Recent Activity
New Position
9.1%
$31.779M
1.278M shares@ $24.86 avg price
IWX
Ishares Russell Top 200 Valu
Recent Activity
Increased 3292.55%
7.74%
$27.018M
291,555 shares@ $92.68 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 2554.58%
4.3%
$15.002M
201,774 shares@ $74.35 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Increased 3272.61%
4.12%
$14.372M
98,615 shares@ $145.74 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 2281.19%
3.76%
$13.108M
117,702 shares@ $111.38 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 433.02%
3.2%
$11.17M
160,144 shares@ $69.75 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 45.74%
2.57%
$8.946M
14,971 shares@ $597.57 avg price
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Increased 3396.71%
2.14%
$7.45M
74,375 shares@ $100.18 avg price

1-10 of 864