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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 24 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BKR BAKER HUGHES COMPANY Energy 17,301.0 $788K 0.03% NEW $45.54 +46.7%
462 TXG 10X GENOMICS INC Healthcare 47,650.0 $777K 0.03% NEW $16.31 +42.9%
463 FDIS FIDELITY COVINGTON TRUST 7,593.0 $776K 0.03% NEW $102.16 -1.9%
464 NRP NATURAL RESOURCE PARTNERS L Energy 7,348.0 $767K 0.03% NEW $104.40 -2.2%
465 CVS CVS HEALTH CORP Healthcare 9,630.0 $764K 0.03% NEW $79.36 +16.8%
466 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 13,268.0 $762K 0.03% NEW $57.44 +9.8%
467 VIGI VANGUARD WHITEHALL FDS 8,294.0 $758K 0.03% NEW $91.45 +1.5%
468 MRSH MARSH & MCLENNAN COS INC Financial Services 4,070.0 $755K 0.03% NEW $185.54 -12.9%
469 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.03% NEW $754800.00
470 OZK BANK OZK LITTLE ROCK ARK Financial Services 16,383.0 $754K 0.03% NEW $46.02 +3.6%
471 VSEC VSE CORP Industrials 4,350.0 $752K 0.03% NEW $172.77 -2.7%
472 IDA IDACORP INC Utilities 5,926.0 $750K 0.03% NEW $126.56 +11.3%
473 SPYG SPDR SERIES TRUST 7,024.0 $750K 0.03% NEW $106.71 +10.6%
474 IEF ISHARES TR 7,780.0 $748K 0.02% NEW $96.17 -2.9%
475 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 22,397.0 $747K 0.02% NEW $33.37 +2.8%
476 F FORD MTR CO Consumer Cyclical 56,718.0 $744K 0.02% NEW $13.12 +0.4%
477 RGLD ROYAL GOLD INC Basic Materials 3,308.0 $735K 0.02% NEW $222.33 -1.4%
478 REGN REGENERON PHARMACEUTICALS Healthcare 952.0 $735K 0.02% NEW $771.88 -16.8%
479 PFFA ETFIS SER TR I 33,910.0 $731K 0.02% NEW $21.55 -1.3%
480 VMBS VANGUARD SCOTTSDALE FDS 15,501.0 $730K 0.02% NEW $47.08 -1.8%
Page 24 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%