Institutions / Level Four Advisory Services, LLC
Level Four Advisory Services, LLC
CIK 1696715 · Institution · as of Dec 31, 2025
Portfolio value
$3.06B
Positions
842
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 842 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $135.40M | 4.4% |
| Alps ETF Tr | $109.06M | 3.6% |
| Microsoft Corp | $75.76M | 2.5% |
| Invesco Qqq Tr | $74.29M | 2.4% |
| Amazon.com Inc | $56.31M | 1.8% |
| NVIDIA Corp | $52.47M | 1.7% |
| Alphabet Inc. | $50.32M | 1.6% |
| T Rowe Price ETF Inc | $44.33M | 1.5% |
| Vanguard Index Fds | $41.28M | 1.4% |
| Broadcom Inc. | $39.52M | 1.3% |
| J P Morgan Exchange Traded F | $38.27M | 1.3% |
| Alps ETF Tr | $34.99M | 1.1% |
| WisdomTree Tr | $32.23M | 1.1% |
| JPMorgan Chase & Co | $31.86M | 1.0% |
| VanEck ETF Trust | $30.67M | 1.0% |
| AbbVie Inc. | $30.10M | 1.0% |
| SPDR Series Trust | $29.06M | 1.0% |
| Meta Platforms Inc | $28.41M | 0.9% |
| iShares Tr | $23.12M | 0.8% |
| Micron Technology Inc | $22.33M | 0.7% |
| Walmart Inc. | $20.28M | 0.7% |
| Pacer Fds Tr | $20.24M | 0.7% |
| Invesco Exch Traded Fd Tr II | $19.36M | 0.6% |
| iShares Tr | $18.70M | 0.6% |
| Warren E. Buffett | $18.19M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.