§ 13F · FUND PROFILE
LEVEL FOUR ADVISORY SERVICES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.9B (13F)Positions · 802Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$41M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 485K | $123M | 4.0% | −3% |
| 2 | LGRO | ALPS ETF TR | 2.25M | $83M | 2.7% | −15% |
| 3 | QQQ | INVESCO QQQ TR | 142K | $82M | 2.7% | +17% |
| 4 | MSFT | MICROSOFT CORP | 162K | $60M | 2.0% | +4% |
| 5 | AMZN | AMAZON COM INC | 251K | $52M | 1.7% | +3% |
| 6 | NVDA | NVIDIA CORPORATION | 295K | $51M | 1.7% | +5% |
| 7 | GOOGL | ALPHABET INC | 151K | $44M | 1.4% | −6% |
| 8 | TCAF | T ROWE PRICE ETF INC | 1.19M | $43M | 1.4% | +3% |
| 9 | VOO | VANGUARD INDEX FDS | 69K | $41M | 1.4% | +5% |
| 10 | SPYM | SPDR SERIES TRUST | 529K | $40M | 1.3% | +46% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEVEL SIGNAL
AC read
LEVEL FOUR ADVISORY SERVICES, LLC is a Other fund managing $2.9 billion in assets. The fund runs a broad portfolio of 802 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed