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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 1 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 485,494.0 $123.2M 4.04% -13K -2.5% $253.79 +17.4%
2 LGRO ALPS ETF TR 2,252,711.0 $83.1M 2.73% -409K -15.4% $36.88 +14.5%
3 GOOGL ALPHABET INC Communication Services 151,451.0 $43.6M 1.43% -9K -5.8% $287.56 +38.0%
4 JIRE J P MORGAN EXCHANGE TRADED F 461,721.0 $35.0M 1.15% -49K -9.7% $75.74 +5.0%
5 SMTH ALPS ETF TR 1,238,142.0 $31.9M 1.05% -104K -7.8% $25.76 -0.7%
6 JPM JPMORGAN CHASE & CO Financial Services 95,223.0 $28.0M 0.92% -4K -3.7% $294.12 +1.3%
7 MOAT VANECK ETF TRUST 279,722.0 $27.0M 0.89% -16K -5.5% $96.70 +3.8%
8 MU MICRON TECHNOLOGY INC Technology 53,735.0 $18.2M 0.60% -25K -31.3% $337.85 +114.5%
9 QQQM INVESCO EXCH TRADED FD TR II 75,849.0 $18.0M 0.59% -688.0 -0.9% $237.62 +22.3%
10 JNJ JOHNSON & JOHNSON Healthcare 66,201.0 $16.2M 0.53% -7K -10.1% $244.44 -7.3%
11 NEE NEXTERA ENERGY INC Utilities 171,684.0 $15.9M 0.52% -8K -4.5% $92.88 +0.5%
12 DSTL ETF SER SOLUTIONS 269,780.0 $15.6M 0.51% -24K -8.2% $57.88 +1.0%
13 BERKSHIRE HATHAWAY INC DEL 31,489.0 $15.1M 0.49% -5K -13.0% $479.21
14 C CITIGROUP INC Financial Services 131,839.0 $15.0M 0.49% -15K -10.3% $113.41 +7.9%
15 SPY STATE STR SPDR S&P 500 ETF T Financial Services 22,077.0 $14.4M 0.47% -1K -6.0% $650.37 +13.6%
16 COWZ PACER FDS TR 218,891.0 $13.7M 0.45% -19K -7.9% $62.56 +1.6%
17 APA APA CORPORATION Energy 316,373.0 $13.4M 0.44% -13K -4.1% $42.44 -5.4%
18 V VISA INC Financial Services 43,760.0 $13.2M 0.43% -1K -2.8% $302.25 +7.8%
19 SPTL SPDR SERIES TRUST 501,894.0 $13.2M 0.43% -34K -6.3% $26.30 -3.3%
20 LMT LOCKHEED MARTIN CORP Industrials 21,382.0 $12.9M 0.42% -3K -12.2% $604.42 -14.6%
Page 1 of 14  ·  274 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%