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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 4 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PHM PULTE GROUP INC Consumer Cyclical 37,695.0 $4.4M 0.15% -3K -6.2% $117.61 -5.0%
62 OUSM ALPS ETF TR 98,848.0 $4.3M 0.14% -62K -38.4% $43.74 +4.1%
63 ISRG INTUITIVE SURGICAL INC Healthcare 8,244.0 $3.8M 0.12% -345.0 -4.0% $460.99 -4.6%
64 CGCP CAPITAL GRP FIXED INCM ETF T 162,697.0 $3.6M 0.12% -2K -1.4% $22.34 -1.1%
65 MPC MARATHON PETE CORP Energy 14,541.0 $3.6M 0.12% -116.0 -0.8% $244.19 +6.3%
66 HDV ISHARES TR 25,383.0 $3.4M 0.11% -29K -53.0% $135.72 -79.6%
67 ASML ASML HLDG NV Technology 2,587.0 $3.4M 0.11% -377.0 -12.7% $1320.90 +10.5%
68 TIP ISHARES TR 29,549.0 $3.3M 0.11% -288.0 -1.0% $110.36 -0.2%
69 RALLIANT CORP 77,267.0 $3.2M 0.10% -5K -5.7% $41.59
70 AXP AMERICAN EXPRESS CO Financial Services 10,549.0 $3.2M 0.10% -1K -11.3% $302.45 +2.3%
71 ET ENERGY TRANSFER L P Energy 164,961.0 $3.2M 0.10% -22K -11.8% $19.30 +4.6%
72 WDC WESTERN DIGITAL CORP Technology 11,474.0 $3.1M 0.10% -2K -17.8% $270.49 +69.6%
73 CW CURTISS WRIGHT CORP Industrials 4,457.0 $3.0M 0.10% -58.0 -1.3% $681.26 +4.3%
74 ISCG ISHARES TR 53,311.0 $2.9M 0.10% -19K -25.8% $54.80 +8.3%
75 CFA VICTORY PORTFOLIOS II 31,472.0 $2.9M 0.10% -1K -3.5% $91.48 +3.1%
76 SHY ISHARES TR 34,717.0 $2.9M 0.09% -1K -3.9% $82.57 -0.6%
77 FTV FORTIVE CORP Technology 50,768.0 $2.8M 0.09% -1K -2.2% $55.28 +6.7%
78 GE GE AEROSPACE Industrials 9,660.0 $2.7M 0.09% -77.0 -0.8% $283.79 +0.8%
79 SGOV ISHARES TR 27,177.0 $2.7M 0.09% -1K -4.1% $100.66 -0.1%
80 DFAC DIMENSIONAL ETF TRUST 68,724.0 $2.7M 0.09% -16K -19.3% $38.86 +9.8%
Page 4 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%