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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 3 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GS GOLDMAN SACHS GROUP INC Financial Services 15,022.0 $13.2M 0.43% NEW $879.07 +7.9%
42 UBER UBER TECHNOLOGIES INC Technology 161,464.0 $13.2M 0.43% NEW $81.71 -8.1%
43 IVW ISHARES TR 106,824.0 $13.2M 0.43% NEW $123.26 +10.2%
44 SMH VANECK ETF TRUST 35,613.0 $12.8M 0.42% NEW $360.13 +51.7%
45 XLK SELECT SECTOR SPDR TR 83,301.0 $12.0M 0.39% NEW $143.97 +21.1%
46 LMT LOCKHEED MARTIN CORP Industrials 24,362.0 $11.8M 0.39% NEW $483.68 +6.7%
47 RDVY FIRST TR EXCHANGE TRADED FD 169,568.0 $11.8M 0.39% NEW $69.47 +6.2%
48 HD HOME DEPOT INC Consumer Cyclical 34,172.0 $11.8M 0.39% NEW $344.12 -13.5%
49 EFA ISHARES TR 122,231.0 $11.7M 0.38% NEW $96.03 +6.9%
50 VTI VANGUARD INDEX FDS 34,482.0 $11.6M 0.38% NEW $335.27 +8.1%
51 CMI CUMMINS INC Industrials 21,901.0 $11.2M 0.37% NEW $510.47 +32.8%
52 AMD ADVANCED MICRO DEVICES INC Technology 51,640.0 $11.1M 0.36% NEW $214.16 +96.6%
53 TJX TJX COS INC NEW Consumer Cyclical 71,207.0 $10.9M 0.36% NEW $153.62 -4.0%
54 IJH ISHARES TR 164,593.0 $10.9M 0.35% NEW $66.00 +9.3%
55 CAT CATERPILLAR INC Industrials 18,714.0 $10.7M 0.35% NEW $572.91 +50.8%
56 IWM ISHARES TR 42,818.0 $10.5M 0.34% NEW $246.17 +12.1%
57 PAAA PGIM ETF TR 205,370.0 $10.5M 0.34% NEW $51.26 +0.3%
58 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 4,864.0 $10.4M 0.34% NEW $2146.47 -9.7%
59 TSLA TESLA INC Consumer Cyclical 23,144.0 $10.4M 0.34% NEW $449.72 -6.1%
60 SNOW SNOWFLAKE INC Technology 46,908.0 $10.3M 0.34% NEW $219.36 -28.2%
Page 3 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%