LEVEL FOUR ADVISORY SERVICES, LLC

Est. AUM

$3.03B

13F long equity, this entity only

Positions

851

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$123.2M	485494	4.07%	SOLE
2	ALPS ETF TR	LEVEL FOUR LARGE	$83.1M	2252711	2.75%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$81.9M	141968	2.71%	SOLE
4	MICROSOFT CORP	COM	$60.1M	162323	1.99%	SOLE
5	AMAZON COM INC	COM	$52.2M	250732	1.73%	SOLE
6	NVIDIA CORPORATION	COM	$51.5M	295120	1.70%	SOLE
7	ALPHABET INC	CAP STK CL A	$43.6M	151451	1.44%	SOLE
8	T ROWE PRICE ETF INC	CAP APPRECIATION	$42.5M	1194405	1.41%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$41.2M	68976	1.36%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$40.5M	528965	1.34%	SOLE
11	BROADCOM INC	COM	$36.1M	116615	1.19%	SOLE
12	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$35.0M	461721	1.16%	SOLE
13	WISDOMTREE TR	FLOATNG RAT TREA	$32.9M	653878	1.09%	SOLE
14	ALPS ETF TR	SMITH CORE PLUS	$31.9M	1238142	1.05%	SOLE
15	ABBVIE INC	COM	$28.8M	132234	0.95%	SOLE
16	JPMORGAN CHASE & CO	COM	$28.0M	95223	0.93%	SOLE
17	VANECK ETF TRUST	MRNGSTR WDE MOAT	$27.0M	279722	0.89%	SOLE
18	META PLATFORMS INC	CL A	$25.3M	44216	0.84%	SOLE
19	ISHARES TR	CORE US AGGBD ET	$24.0M	241631	0.79%	SOLE
20	WALMART INC	COM	$22.8M	183591	0.75%	SOLE
21	SPDR GOLD TR	GOLD SHS	$21.9M	50883	0.72%	SOLE
22	PACER FDS TR	TRENDP US LAR CP	$19.3M	367166	0.64%	SOLE
23	MICRON TECHNOLOGY INC	COM	$18.2M	53735	0.60%	SOLE
24	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$18.0M	75849	0.60%	SOLE
25	GOLDMAN SACHS ETF TR	ACCES TREASURY	$16.2M	161947	0.54%	SOLE
26	JOHNSON & JOHNSON	COM	$16.2M	66201	0.53%	SOLE
27	NEXTERA ENERGY INC	COM	$15.9M	171684	0.53%	SOLE
28	ETF SER SOLUTIONS	DISTILLATE US	$15.6M	269780	0.52%	SOLE
29	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$15.5M	226612	0.51%	SOLE
30	CONAGRA BRANDS INC	COM	$15.3M	975027	0.51%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$15.1M	31489	0.50%	SOLE
32	CITIGROUP INC	COM NEW	$15.0M	131839	0.49%	SOLE
33	UNITEDHEALTH GROUP INC	COM	$14.8M	54586	0.49%	SOLE
34	CONOCOPHILLIPS	COM	$14.4M	108818	0.47%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$14.4M	22077	0.47%	SOLE
36	VANECK ETF TRUST	SEMICONDUCTR ETF	$14.3M	37408	0.47%	SOLE
37	ALPHABET INC	CAP STK CL C	$14.3M	49957	0.47%	SOLE
38	MORGAN STANLEY	COM NEW	$13.9M	84685	0.46%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$13.8M	483268	0.46%	SOLE
40	PACER FDS TR	US CASH COWS 100	$13.7M	218891	0.45%	SOLE
41	APA CORPORATION	COM	$13.4M	316373	0.44%	SOLE
42	VISA INC	COM CL A	$13.2M	43760	0.44%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$13.2M	501894	0.44%	SOLE
44	COSTCO WHOLESALE CORPORATION	COM	$13.0M	13055	0.43%	SOLE
45	LOCKHEED MARTIN CORP	COM	$12.9M	21382	0.43%	SOLE
46	SANDISK CORP	COM	$12.3M	19330	0.41%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$12.1M	37731	0.40%	SOLE
48	HOME DEPOT INC	COM	$12.1M	36798	0.40%	SOLE
49	ISHARES TR	CORE S&P MCP ETF	$12.1M	179108	0.40%	SOLE
50	GOLDMAN SACHS GROUP INC	COM	$12.0M	14227	0.40%	SOLE

1–50 of 851

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.