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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 30 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FXL FIRST TR EXCHANGE-TRADED FD 3,227.0 $513K 0.02% $158.87 +19.7%
582 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,844.0 $508K 0.02% +115.0 +6.7% $275.27 -8.2%
583 CPNG COUPANG INC Consumer Cyclical 26,878.0 $507K 0.02% +12K +77.6% $18.88 -16.8%
584 HGER HARBOR ETF TRUST 16,232.0 $503K 0.02% +197.0 +1.2% $31.01 +5.7%
585 HPE HEWLETT PACKARD ENTERPRISE C Technology 21,105.0 $503K 0.02% -661.0 -3.0% $23.81 +38.6%
586 WCC WESCO INTL INC Industrials 1,834.0 $502K 0.02% -183.0 -9.1% $273.62 +27.1%
587 ANGL VANECK ETF TRUST 17,472.0 $502K 0.02% -3K -13.4% $28.72 +0.1%
588 NI NISOURCE INC Utilities 10,687.0 $499K 0.02% -5K -31.8% $46.66 -0.2%
589 MDLZ MONDELEZ INTL INC Consumer Defensive 8,648.0 $499K 0.02% -4K -30.2% $57.65 +6.9%
590 AXON AXON ENTERPRISE INC Industrials 1,172.0 $498K 0.02% +203.0 +20.9% $424.69 -7.6%
591 DVN DEVON ENERGY CORP NEW Energy 9,889.0 $498K 0.02% +3K +42.1% $50.32 -1.3%
592 FSLR FIRST SOLAR INC Energy 2,519.0 $497K 0.02% +82.0 +3.4% $197.26 +18.4%
593 GCOW PACER FDS TR 10,743.0 $497K 0.02% -875.0 -7.5% $46.24 +0.8%
594 HQY HEALTHEQUITY INC Healthcare 5,914.0 $494K 0.02% +707.0 +13.6% $83.57 -0.6%
595 VTWO VANGUARD SCOTTSDALE FDS 4,925.0 $493K 0.02% +2K +57.5% $100.17 +10.1%
596 DHR DANAHER CORP DEL Healthcare 2,598.0 $493K 0.02% $189.60 -13.6%
597 FLAGSTAR BANK NATIONAL ASSOC 37,320.0 $492K 0.02% $13.17
598 SPGI S&P GLOBAL INC Financial Services 1,146.0 $487K 0.02% +24.0 +2.1% $425.34 -1.9%
599 BP BP PLC Energy 10,356.0 $487K 0.02% +2K +23.5% $47.00 -1.8%
600 FHN FIRST HORIZON CORPORATION Financial Services 21,386.0 $487K 0.02% $22.76 +4.3%
Page 30 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%