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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 2 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD INDEX FDS 37,731.0 $12.1M 0.40% +3K +9.4% $320.81 +12.3%
22 HD HOME DEPOT INC Consumer Cyclical 36,798.0 $12.1M 0.40% +3K +7.7% $328.88 -10.4%
23 IJH ISHARES TR 179,108.0 $12.1M 0.40% +15K +8.8% $67.52 +5.6%
24 UBER UBER TECHNOLOGIES INC Technology 166,101.0 $11.9M 0.39% +5K +2.9% $71.93 +3.7%
25 XLK SELECT SECTOR SPDR TR 85,853.0 $11.4M 0.38% +3K +3.1% $132.90 +30.9%
26 PAAA PGIM ETF TR 221,793.0 $11.4M 0.37% +16K +8.0% $51.18 +0.5%
27 CVX CHEVRON CORPORATION Energy 54,330.0 $11.2M 0.37% +4K +8.5% $206.92 -6.2%
28 AMD ADVANCED MICRO DEVICES INC Technology 54,089.0 $11.0M 0.36% +2K +4.7% $203.43 +106.3%
29 TXN TEXAS INSTRS INC Technology 55,449.0 $10.8M 0.35% +2K +4.3% $194.14 +51.8%
30 OXY OCCIDENTAL PETE CORP Energy 165,579.0 $10.8M 0.35% +48K +41.3% $65.00 -7.6%
31 MCHP MICROCHIP TECHNOLOGY INC. Technology 165,850.0 $10.7M 0.35% +41K +32.8% $64.61 +43.6%
32 MCD MCDONALDS CORP Consumer Cyclical 31,907.0 $9.9M 0.33% +2K +6.3% $310.80 -9.1%
33 SPMO INVESCO EXCH TRADED FD TR II 87,179.0 $9.8M 0.32% +8K +10.5% $112.11 +25.8%
34 VIG VANGUARD SPECIALIZED FUNDS 45,306.0 $9.7M 0.32% +3K +7.6% $215.06 +6.6%
35 TSLA TESLA INC Consumer Cyclical 25,504.0 $9.5M 0.31% +2K +10.2% $371.75 +8.1%
36 NFLX NETFLIX INC. Communication Services 97,279.0 $9.4M 0.31% +14K +17.4% $96.15 -5.5%
37 EOG EOG RES INC Energy 63,800.0 $9.2M 0.30% +16K +33.1% $144.57 -0.8%
38 FMDE FIDELITY COVINGTON TRUST 253,814.0 $9.1M 0.30% +138K +118.7% $35.96 +5.9%
39 SO SOUTHERN CO Utilities 93,935.0 $9.1M 0.30% +46K +94.2% $96.52 -2.9%
40 VB VANGUARD INDEX FDS 33,428.0 $8.8M 0.29% +1K +3.2% $261.92 +6.3%
Page 2 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%