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Portfolio (Quarterly) Guide ↗

LEVEL FOUR ADVISORY SERVICES, LLC

· CIK 0001696715
13F Portfolio $3.1B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 842 New
Page 1 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 498,031.0 $135.4M 4.43% NEW $271.86 +9.6%
2 LGRO ALPS ETF TR 2,661,407.0 $109.1M 3.57% NEW $40.98 +3.0%
3 MSFT MICROSOFT CORP Technology 156,642.0 $75.8M 2.48% NEW $483.63 -12.8%
4 QQQ INVESCO QQQ TR Financial Services 120,926.0 $74.3M 2.43% NEW $614.32 +14.9%
5 AMZN AMAZON COM INC Consumer Cyclical 243,957.0 $56.3M 1.84% NEW $230.82 +14.7%
6 NVDA NVIDIA CORPORATION Technology 281,313.0 $52.5M 1.72% NEW $186.50 +20.8%
7 GOOGL ALPHABET INC Communication Services 160,777.0 $50.3M 1.65% NEW $313.00 +26.8%
8 TCAF T ROWE PRICE ETF INC 1,159,901.0 $44.3M 1.45% NEW $38.22 +4.7%
9 VOO VANGUARD INDEX FDS 65,829.0 $41.3M 1.35% NEW $627.14 +8.3%
10 AVGO BROADCOM INC Technology 114,195.0 $39.5M 1.29% NEW $346.10 +21.6%
11 JIRE J P MORGAN EXCHANGE TRADED F 511,036.0 $38.3M 1.25% NEW $74.88 +6.2%
12 SMTH ALPS ETF TR 1,342,242.0 $35.0M 1.15% NEW $26.07 -1.9%
13 USFR WISDOMTREE TR 640,412.0 $32.2M 1.05% NEW $50.32 +0.2%
14 JPM JPMORGAN CHASE & CO. Financial Services 98,877.0 $31.9M 1.04% NEW $322.23 -7.6%
15 MOAT VANECK ETF TRUST 296,122.0 $30.7M 1.00% NEW $103.56 -3.0%
16 ABBV ABBVIE INC Healthcare 131,749.0 $30.1M 0.98% NEW $228.49 -8.4%
17 SPYM SPDR SERIES TRUST 362,274.0 $29.1M 0.95% NEW $80.22 +8.4%
18 META META PLATFORMS INC Communication Services 43,038.0 $28.4M 0.93% NEW $660.12 -7.0%
19 AGG ISHARES TR 231,434.0 $23.1M 0.76% NEW $99.88 -1.9%
20 MU MICRON TECHNOLOGY INC Technology 78,241.0 $22.3M 0.73% NEW $285.41 +153.9%
Page 1 of 43  ·  842 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 30.3%
Financial Services 19.5%
Consumer Cyclical 10.0%
Industrials 9.0%
Healthcare 8.6%
Communication Services 7.4%
Consumer Defensive 5.5%
Energy 4.6%
Utilities 2.7%
Real Estate 1.3%