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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 14 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ULTA ULTA BEAUTY INC Consumer Cyclical 403.0 $211K 0.01% -6.0 -1.5% $522.71 -5.4%
262 DFAX DIMENSIONAL ETF TRUST 6,059.0 $206K 0.01% -2K -28.6% $33.97 +8.2%
263 DFAT DIMENSIONAL ETF TRUST 3,291.0 $206K 0.01% -3K -45.7% $62.46 +5.4%
264 EQWL INVESCO EXCHANGE TRADED FD T 1,777.0 $205K 0.01% -33.0 -1.8% $115.25 +8.1%
265 GTO INVESCO ACTIVELY MANAGED EXC 4,350.0 $204K 0.01% -43.0 -1.0% $46.83 -0.9%
266 MCO MOODYS CORP Financial Services 462.0 $202K 0.01% -15.0 -3.1% $437.02 -1.9%
267 HLN HALEON PLC Healthcare 19,427.0 $194K 0.01% -413.0 -2.1% $10.01 -10.5%
268 AI C3 AI INC Technology 21,096.0 $178K 0.01% -5K -20.5% $8.42 +3.9%
269 EMD WESTERN ASSET EMERGING MKTS Financial Services 17,567.0 $173K 0.01% -4K -19.0% $9.82 +6.1%
270 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 11,972.0 $166K 0.01% -2K -12.1% $13.86 -3.0%
271 ETHA ISHARES ETHEREUM TR Financial Services 10,062.0 $159K 0.01% -235.0 -2.3% $15.83 +1.1%
272 AGNC AGNC INVT CORP Real Estate 11,328.0 $114K 0.00% -2K -16.2% $10.03 +2.7%
273 BBAI BIGBEAR AI HLDGS INC Technology 11,914.0 $42K 0.00% -703.0 -5.6% $3.52 +11.4%
274 OCGN OCUGEN INC Healthcare 17,000.0 $31K 0.00% -2K -10.5% $1.81 -23.2%
Page 14 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%