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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 16 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PAYC PAYCOM SOFTWARE INC Technology 11,122.0 $1.8M 0.06% NEW $159.36 -12.7%
302 B BARRICK MNG CORP Basic Materials 40,334.0 $1.8M 0.06% NEW $43.55 -9.3%
303 MGC VANGUARD WORLD FD 6,988.0 $1.8M 0.06% NEW $251.18 +7.5%
304 PIPER SANDLER COMPANIES 5,124.0 $1.7M 0.06% NEW $339.75
305 JMUB J P MORGAN EXCHANGE TRADED F 34,284.0 $1.7M 0.06% NEW $50.50 -1.3%
306 QUAL ISHARES TR 8,625.0 $1.7M 0.06% NEW $198.64 +5.5%
307 BMY BRISTOL-MYERS SQUIBB CO Healthcare 31,756.0 $1.7M 0.06% NEW $53.94 +8.1%
308 AVA AVISTA CORP Utilities 44,063.0 $1.7M 0.06% NEW $38.54 +6.2%
309 WT WISDOMTREE INC Financial Services 138,589.0 $1.7M 0.06% NEW $12.19 +59.0%
310 EME EMCOR GROUP INC Industrials 2,751.0 $1.7M 0.06% NEW $611.86 +43.4%
311 BND VANGUARD BD INDEX FDS 22,706.0 $1.7M 0.06% NEW $74.07 -2.2%
312 POR PORTLAND GEN ELEC CO Utilities 35,034.0 $1.7M 0.06% NEW $47.99 +0.6%
313 VCLT VANGUARD SCOTTSDALE FDS 22,048.0 $1.7M 0.06% NEW $75.85 -3.6%
314 BA BOEING CO Industrials 7,636.0 $1.7M 0.05% NEW $217.15 -1.0%
315 CYBERARK SOFTWARE LTD 3,713.0 $1.7M 0.05% NEW $446.06
316 VRT VERTIV HOLDINGS CO Industrials 10,198.0 $1.7M 0.05% NEW $162.01 +109.7%
317 VEA VANGUARD TAX-MANAGED FDS 26,428.0 $1.7M 0.05% NEW $62.47 +10.4%
318 FDX FEDEX CORP Industrials 5,623.0 $1.6M 0.05% NEW $288.90 +28.0%
319 SPYI NEOS ETF TRUST 30,402.0 $1.6M 0.05% NEW $52.53 +1.5%
320 DJD INVESCO EXCHANGE TRADED FD T 27,648.0 $1.6M 0.05% NEW $57.14 +7.3%
Page 16 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%