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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 17 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BSV VANGUARD BD INDEX FDS 20,925.0 $1.6M 0.05% +1K +6.5% $78.41 -0.8%
322 DFAI DIMENSIONAL ETF TRUST 42,068.0 $1.6M 0.05% +17K +71.2% $38.96 +6.0%
323 AYI ACUITY INC Industrials 5,765.0 $1.6M 0.05% +555.0 +10.7% $280.23 -1.6%
324 FCX FREEPORT MCMORAN INC Basic Materials 27,461.0 $1.6M 0.05% +4K +16.6% $58.78 +4.5%
325 KMI KINDER MORGAN INC DEL Energy 47,903.0 $1.6M 0.05% -18K -27.4% $33.53 +0.6%
326 QUAL ISHARES TR 8,352.0 $1.6M 0.05% -273.0 -3.2% $191.83 +10.3%
327 B BARRICK MNG CORP Basic Materials 39,159.0 $1.6M 0.05% -1K -2.9% $40.79 +0.1%
328 BND VANGUARD BD INDEX FDS 21,656.0 $1.6M 0.05% -1K -4.6% $73.64 -1.2%
329 VOT VANGUARD INDEX FDS 6,181.0 $1.6M 0.05% +2K +47.8% $257.35 +11.3%
330 WMB WILLIAMS COS INC Energy 21,736.0 $1.6M 0.05% +120.0 +0.6% $72.78 +7.2%
331 AVA AVISTA CORP Utilities 39,274.0 $1.6M 0.05% -5K -10.9% $40.14 +2.4%
332 CALF PACER FDS TR 35,103.0 $1.6M 0.05% -293.0 -0.8% $44.87 +5.6%
333 MOH MOLINA HEALTHCARE INC Healthcare 11,804.0 $1.6M 0.05% +6K +117.6% $133.30 +34.5%
334 EFAV ISHARES TR 17,171.0 $1.6M 0.05% -13K -42.9% $91.37 +0.2%
335 GTES GATES INDL CORP PLC Industrials 68,939.0 $1.6M 0.05% +6K +9.3% $22.61 +6.0%
336 UFPT UFP TECHNOLOGIES INC Healthcare 8,002.0 $1.5M 0.05% +2K +24.9% $193.60 +15.3%
337 POR PORTLAND GEN ELEC CO Utilities 29,236.0 $1.5M 0.05% -6K -16.6% $52.77 -6.4%
338 MWA MUELLER WTR PRODS INC Industrials 56,122.0 $1.5M 0.05% $27.49 -8.7%
339 EWY ISHARES INC 12,474.0 $1.5M 0.05% NEW $123.01 +48.6%
340 GMAB GENMAB A/S Healthcare 57,023.0 $1.5M 0.05% -4K -6.6% $26.83 +0.1%
Page 17 of 44  ·  866 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%