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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 41 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 BKGI BNY MELLON ETF TRUST 4,941.0 $220K 0.01% NEW $44.54 +2.8%
802 IBDS ISHARES TR 9,059.0 $220K 0.01% $24.24 -0.2%
803 EXPE EXPEDIA GROUP INC Consumer Cyclical 944.0 $218K 0.01% +218.0 +30.0% $230.89 -6.9%
804 HSY HERSHEY CO Consumer Defensive 1,041.0 $216K 0.01% -341.0 -24.7% $207.91 -7.8%
805 CROX CROCS INC Consumer Cyclical 2,606.0 $216K 0.01% +39.0 +1.5% $83.02 +16.8%
806 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,650.0 $216K 0.01% -72.0 -4.2% $131.02 -1.2%
807 UAL UNITED AIRLS HLDGS INC Industrials 2,339.0 $215K 0.01% +175.0 +8.1% $92.07 +0.5%
808 CET CENTRAL SECS CORP Financial Services 4,331.0 $215K 0.01% $49.67 +6.1%
809 LGN LEGENCE CORP Industrials 3,808.0 $215K 0.01% NEW $56.46 +47.6%
810 GVIP GOLDMAN SACHS ETF TR 1,456.0 $212K 0.01% -18.0 -1.2% $145.73 +15.8%
811 XBI SPDR SERIES TRUST 1,657.0 $212K 0.01% NEW $127.75 -0.8%
812 ULTA ULTA BEAUTY INC Consumer Cyclical 403.0 $211K 0.01% -6.0 -1.5% $522.71 -8.2%
813 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 11,229.0 $210K 0.01% NEW $18.70 -18.4%
814 SPGP INVESCO EXCHANGE TRADED FD T 1,950.0 $210K 0.01% +30.0 +1.6% $107.66 +7.0%
815 IQVIA HLDGS INC 1,230.0 $210K 0.01% +21.0 +1.7% $170.54
816 SPMB SPDR SERIES TRUST 9,304.0 $208K 0.01% +147.0 +1.6% $22.39 -1.9%
817 CENCORA INC 663.0 $208K 0.01% NEW $314.19
818 IBHH ISHARES TR 8,804.0 $207K 0.01% $23.47 -0.1%
819 VGK VANGUARD INTL EQUITY INDEX F 2,506.0 $207K 0.01% NEW $82.43 +4.8%
820 IYM ISHARES TR 1,173.0 $206K 0.01% NEW $175.92 +0.2%
Page 41 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%