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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 24 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 HWM HOWMET AEROSPACE INC Industrials 3,590.0 $827K 0.03% +252.0 +7.5% $230.47 +9.8%
462 CAH CARDINAL HEALTH INC Healthcare 3,914.0 $827K 0.03% +69.0 +1.8% $211.32 -5.7%
463 ARGX ARGENX SE Healthcare 1,131.0 $826K 0.03% +12.0 +1.1% $730.25 +10.1%
464 ARKQ ARK ETF TR 7,315.0 $823K 0.03% NEW $112.45 +18.8%
465 PROSHARES TR 19,390.0 $808K 0.03% -8K -30.4% $41.69
466 SPHD INVESCO EXCH TRADED FD TR II 16,160.0 $802K 0.03% -1K -7.1% $49.61 +0.8%
467 XLP SELECT SECTOR SPDR TR 9,704.0 $796K 0.03% +524.0 +5.7% $81.98 +4.3%
468 SCHA SCHWAB STRATEGIC TR 27,326.0 $795K 0.03% -519.0 -1.9% $29.08 +12.7%
469 CRWD CROWDSTRIKE HLDGS INC Technology 2,028.0 $792K 0.03% +107.0 +5.6% $390.41 +58.0%
470 SPYG SPDR SERIES TRUST 8,043.0 $788K 0.03% +1K +14.5% $97.92 +20.6%
471 PINK SIMPLIFY EXCHANGE TRADED FUN 23,318.0 $785K 0.03% -3K -11.5% $33.66 +8.6%
472 UNILEVER PLC 13,653.0 $778K 0.03% +1K +9.8% $56.97
473 MFS ACTIVE EXCHANGE TRADED F 25,990.0 $772K 0.03% NEW $29.72
474 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 13,155.0 $772K 0.03% -113.0 -0.8% $58.65 +8.7%
475 OKE ONEOK INC NEW Energy 8,507.0 $769K 0.03% -4K -30.6% $90.40 +5.4%
476 OZK BANK OZK LITTLE ROCK ARK Financial Services 16,741.0 $768K 0.03% +358.0 +2.2% $45.89 +2.5%
477 TXG 10X GENOMICS INC Healthcare 36,147.0 $767K 0.03% -12K -24.1% $21.23 +5.0%
478 MRSH MARSH & MCLENNAN COS INC Financial Services 4,423.0 $767K 0.03% +353.0 +8.7% $173.47 -4.3%
479 IEF ISHARES TR 8,021.0 $766K 0.03% +241.0 +3.1% $95.45 -1.8%
480 BRC BRADY CORP Industrials 9,330.0 $758K 0.03% -2K -14.6% $81.24 +5.3%
Page 24 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%