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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 16 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NGG NATIONAL GRID PLC Utilities 6,583.0 $557K 0.02% +477.0 +7.8% $84.61 -4.7%
302 GDV GABELLI DIVID & INCOME TR Financial Services 20,618.0 $553K 0.02% +1K +7.8% $26.81 +7.5%
303 BINC BLACKROCK ETF TRUST II 10,570.0 $549K 0.02% +5K +94.8% $51.93 +0.1%
304 EWJ ISHARES INC 6,467.0 $546K 0.02% +359.0 +5.9% $84.44 +7.7%
305 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 11,763.0 $543K 0.02% +138.0 +1.2% $46.19 -2.7%
306 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,156.0 $535K 0.02% +1K +16.2% $58.47 +13.5%
307 AME AMETEK INC Industrials 2,496.0 $535K 0.02% +98.0 +4.1% $214.36 +5.3%
308 SCHM SCHWAB STRATEGIC TR 17,186.0 $532K 0.02% +786.0 +4.8% $30.96 +9.1%
309 ROST ROSS STORES INC Consumer Cyclical 2,447.0 $530K 0.02% +241.0 +10.9% $216.69 -1.8%
310 BROS DUTCH BROS INC Consumer Cyclical 10,227.0 $518K 0.02% +87.0 +0.9% $50.66 +4.1%
311 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,844.0 $508K 0.02% +115.0 +6.7% $275.27 -5.4%
312 CPNG COUPANG INC Consumer Cyclical 26,878.0 $507K 0.02% +12K +77.6% $18.88 -14.6%
313 HGER HARBOR ETF TRUST 16,232.0 $503K 0.02% +197.0 +1.2% $31.01 +5.6%
314 AXON AXON ENTERPRISE INC Industrials 1,172.0 $498K 0.02% +203.0 +20.9% $424.69 -6.0%
315 DVN DEVON ENERGY CORP NEW Energy 9,889.0 $498K 0.02% +3K +42.1% $50.32 -1.7%
316 FSLR FIRST SOLAR INC Energy 2,519.0 $497K 0.02% +82.0 +3.4% $197.26 +18.3%
317 HQY HEALTHEQUITY INC Healthcare 5,914.0 $494K 0.02% +707.0 +13.6% $83.57 -1.7%
318 VTWO VANGUARD SCOTTSDALE FDS 4,925.0 $493K 0.02% +2K +57.5% $100.17 +11.3%
319 SPGI S&P GLOBAL INC Financial Services 1,146.0 $487K 0.02% +24.0 +2.1% $425.34 -5.2%
320 BP BP PLC Energy 10,356.0 $487K 0.02% +2K +23.5% $47.00 -2.8%
Page 16 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%