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Portfolio (Quarterly) Guide ↗

LEVEL FOUR ADVISORY SERVICES, LLC

· CIK 0001696715
13F Portfolio $3.0B AUM 866 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 425 Added 274 Reduced 41 Exited
Page 10 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BSV VANGUARD BD INDEX FDS 20,925.0 $1.6M 0.05% +1K +6.5% $78.41 -0.9%
182 DFAI DIMENSIONAL ETF TRUST 42,068.0 $1.6M 0.05% +17K +71.2% $38.96 +4.9%
183 AYI ACUITY INC Industrials 5,765.0 $1.6M 0.05% +555.0 +10.7% $280.23 -2.9%
184 FCX FREEPORT MCMORAN INC Basic Materials 27,461.0 $1.6M 0.05% +4K +16.6% $58.78 +2.9%
185 VOT VANGUARD INDEX FDS 6,181.0 $1.6M 0.05% +2K +47.8% $257.35 +9.4%
186 WMB WILLIAMS COS INC Energy 21,736.0 $1.6M 0.05% +120.0 +0.6% $72.78 +6.7%
187 MOH MOLINA HEALTHCARE INC Healthcare 11,804.0 $1.6M 0.05% +6K +117.6% $133.30 +38.7%
188 GTES GATES INDL CORP PLC Industrials 68,939.0 $1.6M 0.05% +6K +9.3% $22.61 +6.5%
189 UFPT UFP TECHNOLOGIES INC Healthcare 8,002.0 $1.5M 0.05% +2K +24.9% $193.60 +12.2%
190 VONG VANGUARD SCOTTSDALE FDS 13,872.0 $1.5M 0.05% +3K +25.0% $109.69 +15.5%
191 EHC ENCOMPASS HEALTH CORP Healthcare 15,323.0 $1.5M 0.05% +4K +41.4% $96.73 +9.7%
192 BOND PIMCO ETF TR 15,980.0 $1.5M 0.05% +14K +580.3% $92.28 -1.8%
193 MELI MERCADOLIBRE INC Consumer Cyclical 838.0 $1.4M 0.05% +119.0 +16.6% $1729.02 -8.3%
194 VGT VANGUARD WORLD FD 2,068.0 $1.4M 0.05% +1K +97.1% $697.76 -84.0%
195 INSTALLED BLDG PRODS INC 5,419.0 $1.4M 0.05% +139.0 +2.6% $265.17
196 SDVY FIRST TR EXCHANGE TRADED FD 36,338.0 $1.4M 0.05% +7K +24.0% $39.43 +3.0%
197 SPBO SPDR SERIES TRUST 49,169.0 $1.4M 0.05% +2K +3.6% $29.03 -1.4%
198 INTA INTAPP INC Technology 54,135.0 $1.4M 0.05% +21K +65.2% $25.69 -18.8%
199 EQT EQT CORP Energy 21,719.0 $1.4M 0.04% +5K +30.9% $63.64 -9.7%
200 SYK STRYKER CORPORATION Healthcare 4,190.0 $1.4M 0.04% +458.0 +12.3% $328.59 -4.7%
Page 10 of 22  ·  425 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 19.3%
Industrials 10.0%
Consumer Cyclical 9.1%
Healthcare 8.9%
Communication Services 6.9%
Consumer Defensive 6.6%
Energy 6.5%
Utilities 2.8%
Real Estate 1.3%