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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 12 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TIP ISHARES TR 29,837.0 $3.3M 0.11% NEW $109.91 +0.4%
222 ASML ASML HOLDING N V Technology 2,964.0 $3.2M 0.10% NEW $1070.22 +44.2%
223 Z ZILLOW GROUP INC Communication Services 45,724.0 $3.1M 0.10% NEW $68.22 -46.8%
224 ET ENERGY TRANSFER L P Energy 187,066.0 $3.1M 0.10% NEW $16.49 +23.2%
225 BBY BEST BUY INC Consumer Cyclical 45,631.0 $3.1M 0.10% NEW $66.93 -9.9%
226 ABT ABBOTT LABS Healthcare 24,319.0 $3.0M 0.10% NEW $125.30 -29.9%
227 MUB ISHARES TR 28,149.0 $3.0M 0.10% NEW $107.11 -1.1%
228 PFF ISHARES TR 97,264.0 $3.0M 0.10% NEW $30.96 +0.6%
229 WEC WEC ENERGY GROUP INC Utilities 28,506.0 $3.0M 0.10% NEW $105.46 +4.9%
230 MSI MOTOROLA SOLUTIONS INC Technology 7,830.0 $3.0M 0.10% NEW $383.32 +3.2%
231 GE GE AEROSPACE Industrials 9,737.0 $3.0M 0.10% NEW $308.05 -3.1%
232 SHY ISHARES TR 36,128.0 $3.0M 0.10% NEW $82.82 -0.8%
233 SPYV SPDR SERIES TRUST 52,607.0 $3.0M 0.10% NEW $56.81 +6.3%
234 ITW ILLINOIS TOOL WKS INC Industrials 12,060.0 $3.0M 0.10% NEW $246.30 +0.9%
235 CFA VICTORY PORTFOLIOS II 32,625.0 $3.0M 0.10% NEW $91.01 +3.8%
236 MSM MSC INDL DIRECT INC Industrials 34,263.0 $2.9M 0.09% NEW $84.10 +25.7%
237 FTV FORTIVE CORP Technology 51,893.0 $2.9M 0.09% NEW $55.21 +6.5%
238 GRID FIRST TR EXCHANGE TRADED FD 18,719.0 $2.9M 0.09% NEW $153.03 +22.9%
239 SGOV ISHARES TR 28,349.0 $2.8M 0.09% NEW $100.38 +0.2%
240 WFC WELLS FARGO CO NEW Financial Services 30,124.0 $2.8M 0.09% NEW $93.20 -18.7%
Page 12 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%