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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 23 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BRC BRADY CORP Industrials 10,930.0 $857K 0.03% NEW $78.37 +8.8%
442 SPHD INVESCO EXCH TRADED FD TR II 17,394.0 $835K 0.03% NEW $48.00 +4.0%
443 NOC NORTHROP GRUMMAN CORP Industrials 1,463.0 $834K 0.03% NEW $570.31 -2.7%
444 PAVE GLOBAL X FDS 17,369.0 $830K 0.03% NEW $47.79 +13.1%
445 YETI YETI HLDGS INC Consumer Cyclical 18,712.0 $827K 0.03% NEW $44.17 -2.1%
446 AIRR FIRST TR EXCHANGE TRADED FD 8,383.0 $824K 0.03% NEW $98.32 +25.8%
447 IWY ISHARES TR 2,950.0 $817K 0.03% NEW $276.96 +5.3%
448 GVAL CAMBRIA ETF TR 25,909.0 $815K 0.03% NEW $31.47 +11.6%
449 UNILEVER PLC 12,435.0 $813K 0.03% NEW $65.40
450 CTVA CORTEVA INC Basic Materials 12,108.0 $812K 0.03% NEW $67.03 +17.5%
451 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 5,625.0 $809K 0.03% NEW $143.89 +33.0%
452 ENTERGY CORP NEW 8,737.0 $808K 0.03% NEW $92.43
453 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,383.0 $801K 0.03% NEW $579.45 -22.8%
454 CRWV COREWEAVE INC Technology 11,142.0 $798K 0.03% NEW $71.61 +48.9%
455 SCHA SCHWAB STRATEGIC TR 27,845.0 $793K 0.03% NEW $28.48 +15.2%
456 FPE FIRST TR EXCH TRADED FD III 43,463.0 $792K 0.03% NEW $18.22 -2.0%
457 PERIMETER SOLUTIONS INC 28,748.0 $791K 0.03% NEW $27.53
458 NUE NUCOR CORP Basic Materials 4,850.0 $791K 0.03% NEW $163.11 +38.5%
459 VGT VANGUARD WORLD FD 1,049.0 $791K 0.03% NEW $753.80 -84.9%
460 CAH CARDINAL HEALTH INC Healthcare 3,845.0 $790K 0.03% NEW $205.51 -2.9%
Page 23 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%