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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 33 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 FNDC SCHWAB STRATEGIC TR 8,662.0 $402K 0.01% -113.0 -1.3% $46.36 +5.8%
642 PAYX PAYCHEX INC Industrials 4,307.0 $397K 0.01% +322.0 +8.1% $92.12 +2.6%
643 GSK GSK PLC Healthcare 7,173.0 $396K 0.01% -1K -12.8% $55.19 -8.9%
644 IYW ISHARES TR 2,175.0 $395K 0.01% +115.0 +5.6% $181.48 +29.3%
645 STEW SRH TOTAL RETURN FUND INC Financial Services 22,857.0 $391K 0.01% +723.0 +3.3% $17.10 +2.7%
646 RISR TIDAL TRUST I 10,786.0 $391K 0.01% +247.0 +2.3% $36.22 +1.2%
647 DTCR GLOBAL X FDS 16,324.0 $390K 0.01% NEW $23.92 +23.4%
648 MMIT NEW YORK LIFE INVTS ACTIVE E 16,136.0 $389K 0.01% -2K -8.9% $24.10 -0.0%
649 HAL HALLIBURTON CO Energy 9,912.0 $386K 0.01% +223.0 +2.3% $38.99 +9.7%
650 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,113.0 $384K 0.01% +57.0 +5.4% $345.15 -9.8%
651 EXC EXELON CORP Utilities 7,807.0 $383K 0.01% +223.0 +2.9% $49.02 -10.3%
652 AIG AMERICAN INTL GROUP INC Financial Services 5,073.0 $382K 0.01% +115.0 +2.3% $75.26 +3.0%
653 BK BANK NEW YORK MELLON CORP Financial Services 3,203.0 $380K 0.01% +286.0 +9.8% $118.63 +14.9%
654 MPLX MPLX LP Energy 6,609.0 $377K 0.01% -11K -62.9% $57.07 -2.9%
655 CNP CENTERPOINT ENERGY INC Utilities 8,738.0 $377K 0.01% +294.0 +3.5% $43.16 -3.3%
656 URA GLOBAL X FDS 7,683.0 $372K 0.01% NEW $48.44 -2.6%
657 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,028.0 $372K 0.01% +195.0 +5.1% $92.31 -0.6%
658 FXD FIRST TR EXCHANGE-TRADED FD 5,783.0 $370K 0.01% +201.0 +3.6% $64.02 -1.9%
659 KDP KEURIG DR PEPPER INC Consumer Defensive 14,028.0 $369K 0.01% +5K +57.6% $26.33 +11.8%
660 CDW CDW CORP Technology 3,047.0 $369K 0.01% +335.0 +12.3% $121.02 -13.8%
Page 33 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%