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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 4 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWF ISHARES TR 17,056.0 $7.3M 0.24% +1K +6.4% $426.41 -71.1%
62 FBND FIDELITY MERRIMACK STR TR 159,191.0 $7.3M 0.24% +6K +3.8% $45.62 -1.3%
63 QCOM QUALCOMM INC Technology 55,895.0 $7.2M 0.24% +2K +3.0% $128.78 +58.1%
64 CTRA COTERRA ENERGY INC Energy 204,039.0 $7.2M 0.23% +8K +3.9% $35.14 -7.3%
65 RSG REPUBLIC SVCS INC Industrials 31,850.0 $7.0M 0.23% +3K +11.5% $219.03 -2.1%
66 CHD CHURCH & DWIGHT CO INC Consumer Defensive 74,387.0 $6.9M 0.23% +26K +52.2% $93.32 +2.6%
67 NOW SERVICENOW INC Technology 65,268.0 $6.8M 0.22% +27K +68.9% $104.55 -1.1%
68 LLY ELI LILLY & CO Healthcare 7,189.0 $6.6M 0.22% +222.0 +3.2% $919.44 +7.5%
69 IVV ISHARES TR 10,103.0 $6.6M 0.22% +329.0 +3.4% $653.21 +12.9%
70 MO ALTRIA GROUP INC Consumer Defensive 99,297.0 $6.6M 0.21% +741.0 +0.8% $65.99 +11.7%
71 IEFA ISHARES TR 71,185.0 $6.4M 0.21% +2K +2.9% $90.53 +5.3%
72 AMT AMERICAN TOWER CORP Real Estate 36,938.0 $6.4M 0.21% +6K +21.0% $172.58 +6.0%
73 APH AMPHENOL CORP Technology 50,182.0 $6.3M 0.21% +613.0 +1.2% $126.35 -5.7%
74 FEZ SPDR INDEX SHS FDS 101,384.0 $6.3M 0.21% +4K +4.1% $62.08 +5.1%
75 VCIT VANGUARD SCOTTSDALE FDS 75,050.0 $6.2M 0.20% +5K +7.9% $82.75 -1.5%
76 JEPI J P MORGAN EXCHANGE TRADED F 109,533.0 $6.2M 0.20% +4K +3.9% $56.68 -1.1%
77 AMP AMERIPRISE FINL INC Financial Services 13,924.0 $6.2M 0.20% +2K +15.8% $444.43 +4.4%
78 IWR ISHARES TR 63,511.0 $6.2M 0.20% +811.0 +1.3% $97.23 +6.0%
79 MDB MONGODB INC Technology 25,170.0 $6.2M 0.20% +12K +91.5% $244.77 +34.8%
80 VTV VANGUARD INDEX FDS 30,389.0 $6.0M 0.20% +186.0 +0.6% $196.21 +5.5%
Page 4 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%