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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 9 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NXPI NXP SEMICONDUCTORS N V Technology 11,393.0 $2.2M 0.07% +1K +10.3% $196.88 +48.2%
162 BMY BRISTOL-MYERS SQUIBB CO Healthcare 36,717.0 $2.2M 0.07% +5K +15.6% $60.65 -3.9%
163 Z ZILLOW GROUP INC Communication Services 53,614.0 $2.2M 0.07% +8K +17.3% $41.38 -10.2%
164 NE NOBLE CORP PLC Energy 44,425.0 $2.2M 0.07% +2K +5.4% $49.07 +10.8%
165 KKR KKR & CO INC Financial Services 22,911.0 $2.1M 0.07% +8K +53.1% $92.50 +3.8%
166 FTEC FIDELITY COVINGTON TRUST 10,085.0 $2.1M 0.07% +2K +23.8% $208.05 +27.9%
167 BA BOEING CO Industrials 9,981.0 $2.0M 0.07% +2K +30.7% $198.88 +8.1%
168 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 72,889.0 $2.0M 0.06% +34K +87.2% $26.94 +23.3%
169 LQD ISHARES TR 17,724.0 $1.9M 0.06% +342.0 +2.0% $108.99 -1.7%
170 PAVE GLOBAL X FDS 37,983.0 $1.9M 0.06% +21K +118.7% $50.81 +5.8%
171 VBR VANGUARD INDEX FDS 8,419.0 $1.8M 0.06% +2K +32.0% $217.26 +4.1%
172 JMUB J P MORGAN EXCHANGE TRADED F 35,491.0 $1.8M 0.06% +1K +3.5% $49.99 -0.3%
173 IEI ISHARES TR 14,900.0 $1.8M 0.06% +7K +80.5% $118.61 -1.6%
174 VCLT VANGUARD SCOTTSDALE FDS 23,162.0 $1.7M 0.06% +1K +5.0% $74.72 -2.1%
175 VEA VANGUARD TAX-MANAGED FDS 26,915.0 $1.7M 0.06% +487.0 +1.8% $64.08 +7.7%
176 VT VANGUARD INTL EQUITY INDEX F 12,304.0 $1.7M 0.06% +1K +11.8% $138.33 +10.3%
177 VOE VANGUARD INDEX FDS 9,106.0 $1.7M 0.06% +381.0 +4.4% $184.28 +3.7%
178 BNDX VANGUARD CHARLOTTE FDS 34,918.0 $1.7M 0.06% +2K +7.4% $48.05 -1.0%
179 JCI JOHNSON CONTROLS INTERNATION Industrials 12,802.0 $1.7M 0.06% +3K +24.4% $130.95 +4.9%
180 IDEV ISHARES TR 19,695.0 $1.6M 0.05% +3K +18.0% $83.57 +5.3%
Page 9 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%