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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 13 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IEMG ISHARES INC 41,625.0 $2.8M 0.09% NEW $67.22 +18.5%
242 SNA SNAP ON INC Industrials 8,106.0 $2.8M 0.09% NEW $344.64 +4.8%
243 GEV GE VERNOVA INC Utilities 4,193.0 $2.7M 0.09% NEW $653.62 +58.4%
244 FDVV FIDELITY COVINGTON TRUST 48,281.0 $2.7M 0.09% NEW $56.69 +5.7%
245 CIBR FIRST TR EXCHANGE TRADED FD 38,152.0 $2.7M 0.09% NEW $71.45 +13.3%
246 SHOP SHOPIFY INC Technology 16,817.0 $2.7M 0.09% NEW $160.97 -35.3%
247 INGR INGREDION INC Consumer Defensive 24,165.0 $2.7M 0.09% NEW $110.26 -9.1%
248 USHY ISHARES TR 71,217.0 $2.7M 0.09% NEW $37.40 -1.3%
249 USMV ISHARES TR 27,985.0 $2.6M 0.09% NEW $94.16 +1.6%
250 QDPL PACER FDS TR 61,169.0 $2.6M 0.09% NEW $42.48 +6.2%
251 EFAV ISHARES TR 30,090.0 $2.6M 0.09% NEW $86.25 +6.7%
252 SPSM SPDR SERIES TRUST 55,020.0 $2.6M 0.08% NEW $46.86 +12.2%
253 STZ CONSTELLATION BRANDS INC Consumer Defensive 18,654.0 $2.6M 0.08% NEW $137.97 +7.8%
254 ETSY INC 46,368.0 $2.6M 0.08% NEW $55.44
255 QYLD GLOBAL X FDS 143,455.0 $2.5M 0.08% NEW $17.67 +0.5%
256 DVY ISHARES TR 17,889.0 $2.5M 0.08% NEW $141.14 +8.6%
257 NVS NOVARTIS AG Healthcare 18,219.0 $2.5M 0.08% NEW $137.88 +9.3%
258 ADI ANALOG DEVICES INC Technology 9,207.0 $2.5M 0.08% NEW $271.20 +43.6%
259 CW CURTISS WRIGHT CORP Industrials 4,515.0 $2.5M 0.08% NEW $551.38 +31.7%
260 NEM NEWMONT CORP Basic Materials 24,894.0 $2.5M 0.08% NEW $99.85 +7.7%
Page 13 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%