Level Four Advisory Services, LLC

13F filer · CIK 0001696715

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$3.54BU.S. long equity reported on 13F

Positions58065 new · 26 closed

Net flow last quarter+$1.91MBuys minus sells

Top 10 positions weight18.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026580 positions
AAPLApple Inc.	$143M	4.04%	0.00%	+1.7%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$104M	2.95%	Not reported	-0.1%	Q2 2018
MSFTMicrosoft Corp	$67.9M	1.92%	0.00%	+12.1%	Q4 2016
NVDANvidia Corp	$62.6M	1.77%	0.00%	+6.0%	Q1 2017
AMZNAmazon Com Inc	$60.7M	1.72%	0.00%	+1.6%	Q4 2016
MUMicron Technology Inc	$58.2M	1.64%	0.00%	-6.2%	Q3 2017
GOOGLAlphabet Inc.	$53.4M	1.51%	0.00%	-1.3%	Q4 2016
AVGOBroadcom Inc.	$45.4M	1.28%	0.00%	+3.2%	Q4 2016
ABBVAbbVie Inc.	$34M	0.96%	0.01%	+2.2%	Q4 2016
JPMJPMorgan Chase & Co	$32.1M	0.91%	0.00%	+3.1%	Q4 2016
AMDAdvanced Micro Devices Inc	$27.2M	0.77%	0.00%	-13.4%	Q3 2019
SMHMarket Vectors ETF Trust	$27M	0.76%	Not reported	+10.1%	Q4 2021
METAMeta Platforms, Inc.	$25.3M	0.71%	Not reported	+1.5%	Q4 2016
SNDKSandisk Corp	$24.4M	0.69%	0.01%	-44.5%	Q3 2025
KLACKla Corp	$24.3M	0.69%	0.01%	+0.5%	Q4 2016
UNHUnitedhealth Group Inc	$21.6M	0.61%	0.01%	-4.9%	Q4 2016
WMTWalmart Inc.	$21.4M	0.60%	0.00%	+2.8%	Q4 2016
CCitigroup Inc	$18.6M	0.53%	0.01%	+1.0%	Q4 2016
GOOGAlphabet Inc.	$17.8M	0.50%	Not reported	+1.1%	Q4 2016
MSMorgan Stanley	$17.7M	0.50%	0.01%	-0.1%	Q4 2016
CATCaterpillar Inc	$17.2M	0.49%	0.00%	+2.7%	Q4 2016
JNJJohnson & Johnson	$16.7M	0.47%	0.00%	-0.5%	Q4 2016
TXNTexas Instruments Inc	$16.4M	0.46%	0.01%	-0.6%	Q1 2017
SPYSPDR S&P 500 ETF Trust	$16.3M	0.46%	Not reported	-1.1%	Q4 2016
MCHPMicrochip Technology Inc	$15.3M	0.43%	0.03%	+1.2%	Q4 2016
NEENextera Energy Inc	$15.2M	0.43%	0.01%	+1.1%	Q4 2016
BRK.BBerkshire Hathaway Inc	$15.2M	0.43%	Not reported	-3.5%	Q4 2016
CMICummins Inc	$14.9M	0.42%	0.02%	+1.1%	Q4 2016
GLDSPDR Gold Trust	$14.5M	0.41%	0.01%	-22.8%	Q4 2016
GSGoldman Sachs Group Inc	$14.4M	0.41%	0.00%	+0.3%	Q4 2016
VVisa Inc.	$14.2M	0.40%	0.00%	-5.6%	Q4 2016
CAGConagra Brands Inc.	$13.1M	0.37%	0.20%	0.0%	Q2 2018
SNOWSnowflake Inc.	$12.8M	0.36%	0.01%	-1.6%	Q4 2021
HDHome Depot, Inc.	$12.8M	0.36%	0.00%	-1.7%	Q4 2016
TWLOTwilio Inc	$12.7M	0.36%	0.04%	-4.5%	Q2 2019
COSTCostco Wholesale Corp	$12.3M	0.35%	0.00%	+0.9%	Q4 2016
UBERUber Technologies, Inc	$12.2M	0.34%	0.01%	+1.4%	Q1 2020
CSCOCisco Systems, Inc.	$11.6M	0.33%	0.00%	+0.1%	Q4 2016
AMATApplied Materials Inc	$11.5M	0.33%	0.00%	-2.3%	Q1 2017
LRCXLam Research Corp	$11.5M	0.32%	0.00%	+4.1%	Q3 2017
COPConocophillips	$11.4M	0.32%	0.01%	+1.1%	Q4 2016
TSLATesla, Inc.	$11.1M	0.31%	0.00%	+3.8%	Q4 2016
LMTLockheed Martin Corp	$11M	0.31%	0.01%	+0.9%	Q4 2016
TJXTJX Companies Inc	$10.8M	0.31%	0.01%	+1.3%	Q4 2017
KOCoca Cola Co	$10.8M	0.30%	0.00%	+18.9%	Q4 2016
SOSouthern Co	$10.5M	0.30%	0.01%	+16.8%	Q4 2016
QCOMQualcomm Inc	$10.3M	0.29%	0.01%	0.0%	Q4 2016
FCNCAFirst Citizens Bancshares Inc	$10.1M	0.29%	Not reported	+0.7%	Q3 2021
CVXChevron Corp	$10.1M	0.28%	0.00%	+11.6%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.97M	0.28%	Not reported	+8.8%	Q4 2016

Q1 2026Reported May 14, 2026539 positions
AAPLApple Inc.	$123M	4.04%	0.00%	-2.5%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$81.9M	2.69%	Not reported	+17.4%	Q2 2018
MSFTMicrosoft Corp	$60.1M	1.97%	0.00%	+3.6%	Q4 2016
AMZNAmazon Com Inc	$52.2M	1.71%	0.00%	+2.8%	Q4 2016
NVDANvidia Corp	$51.5M	1.69%	0.00%	+4.9%	Q1 2017
GOOGLAlphabet Inc.	$43.6M	1.43%	0.00%	-5.8%	Q4 2016
AVGOBroadcom Inc.	$36.1M	1.18%	0.00%	+2.1%	Q4 2016
ABBVAbbVie Inc.	$28.8M	0.94%	0.01%	+0.4%	Q4 2016
JPMJPMorgan Chase & Co	$28M	0.92%	0.00%	-3.7%	Q4 2016
METAMeta Platforms, Inc.	$25.3M	0.83%	Not reported	+2.7%	Q4 2016
WMTWalmart Inc.	$22.8M	0.75%	0.00%	+0.9%	Q4 2016
GLDSPDR Gold Trust	$21.9M	0.72%	0.01%	+14.7%	Q4 2016
MUMicron Technology Inc	$18.2M	0.60%	0.00%	-31.3%	Q3 2017
JNJJohnson & Johnson	$16.2M	0.53%	0.00%	-10.1%	Q4 2016
NEENextera Energy Inc	$15.9M	0.52%	0.01%	-4.5%	Q4 2016
CAGConagra Brands Inc.	$15.3M	0.50%	0.20%	0.0%	Q2 2018
BRK.BBerkshire Hathaway Inc	$15.1M	0.50%	Not reported	-13.0%	Q4 2016
CCitigroup Inc	$15M	0.49%	0.01%	-10.3%	Q4 2016
UNHUnitedhealth Group Inc	$14.8M	0.48%	0.01%	+36.1%	Q4 2016
COPConocophillips	$14.4M	0.47%	0.01%	+0.3%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$14.4M	0.47%	Not reported	-6.0%	Q4 2016
SMHMarket Vectors ETF Trust	$14.3M	0.47%	Not reported	+5.0%	Q4 2021
GOOGAlphabet Inc.	$14.3M	0.47%	Not reported	+0.9%	Q4 2016
MSMorgan Stanley	$13.9M	0.46%	0.01%	+7.1%	Q4 2016
APAAPA Corp	$13.4M	0.44%	0.09%	-4.1%	Q2 2022
VVisa Inc.	$13.2M	0.43%	0.00%	-2.8%	Q4 2016
COSTCostco Wholesale Corp	$13M	0.43%	0.00%	+115.0%	Q4 2016
LMTLockheed Martin Corp	$12.9M	0.42%	0.01%	-12.2%	Q4 2016
SNDKSandisk Corp	$12.3M	0.40%	0.01%	-13.6%	Q3 2025
HDHome Depot, Inc.	$12.1M	0.40%	0.00%	+7.7%	Q4 2016
GSGoldman Sachs Group Inc	$12M	0.40%	0.00%	-5.3%	Q4 2016
UBERUber Technologies, Inc	$11.9M	0.39%	0.01%	+2.9%	Q1 2020
KLACKla Corp	$11.8M	0.39%	0.01%	-2.9%	Q4 2016
TJXTJX Companies Inc	$11.3M	0.37%	0.01%	-1.0%	Q4 2017
CVXChevron Corp	$11.2M	0.37%	0.00%	+8.5%	Q4 2016
CATCaterpillar Inc	$11.1M	0.37%	0.00%	-15.9%	Q4 2016
CMICummins Inc	$11.1M	0.36%	0.02%	-5.7%	Q4 2016
AMDAdvanced Micro Devices Inc	$11M	0.36%	0.00%	+4.7%	Q3 2019
TXNTexas Instruments Inc	$10.8M	0.35%	0.01%	+4.3%	Q1 2017
OXYOccidental Petroleum Corp	$10.8M	0.35%	0.02%	+41.3%	Q4 2016
MCHPMicrochip Technology Inc	$10.7M	0.35%	0.03%	+32.8%	Q4 2016
MCDMcdonalds Corp	$9.92M	0.33%	0.00%	+6.3%	Q4 2016
MCKMckesson Corp	$9.8M	0.32%	0.01%	-3.5%	Q4 2017
TSLATesla, Inc.	$9.48M	0.31%	0.00%	+10.2%	Q4 2016
NFLXNetflix Inc	$9.35M	0.31%	0.00%	+17.4%	Q4 2016
EOGEog Resources Inc	$9.22M	0.30%	0.01%	+33.1%	Q4 2016
FCNCAFirst Citizens Bancshares Inc	$9.08M	0.30%	Not reported	-0.9%	Q3 2021
SOSouthern Co	$9.07M	0.30%	0.01%	+94.2%	Q4 2016
MRKMerck & Co., Inc.	$9.01M	0.30%	0.00%	-8.0%	Q4 2016
XOMExxonMobil Holdings Corp	$8.79M	0.29%	0.00%	-30.2%	Q4 2016

Q4 2025Reported Feb 13, 2026539 positions
AAPLApple Inc.	$135M	4.43%	0.00%	-0.5%	Q4 2016
MSFTMicrosoft Corp	$75.8M	2.48%	0.00%	+4.5%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$74.3M	2.43%	Not reported	-0.5%	Q2 2018
AMZNAmazon Com Inc	$56.3M	1.84%	0.00%	+7.6%	Q4 2016
NVDANvidia Corp	$52.5M	1.72%	0.00%	+2.4%	Q1 2017
GOOGLAlphabet Inc.	$50.3M	1.65%	0.00%	-8.8%	Q4 2016
AVGOBroadcom Inc.	$39.5M	1.29%	0.00%	+1.0%	Q4 2016
JPMJPMorgan Chase & Co	$31.9M	1.04%	0.00%	+1.3%	Q4 2016
ABBVAbbVie Inc.	$30.1M	0.99%	0.01%	+2.0%	Q4 2016
METAMeta Platforms, Inc.	$28.4M	0.93%	Not reported	+3.3%	Q4 2016
MUMicron Technology Inc	$22.3M	0.73%	0.01%	-20.2%	Q3 2017
WMTWalmart Inc.	$20.3M	0.66%	0.00%	+3.8%	Q4 2016
BRK.BBerkshire Hathaway Inc	$18.2M	0.60%	Not reported	-0.5%	Q4 2016
GLDSPDR Gold Trust	$17.6M	0.58%	0.01%	-24.9%	Q4 2016
CCitigroup Inc	$17.2M	0.56%	0.01%	-3.1%	Q4 2016
CAGConagra Brands Inc.	$16.9M	0.55%	0.20%	+0.2%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$16M	0.52%	Not reported	+14.5%	Q4 2016
VVisa Inc.	$15.8M	0.52%	0.00%	+6.9%	Q4 2016
GOOGAlphabet Inc.	$15.5M	0.51%	Not reported	+20.5%	Q4 2016
JNJJohnson & Johnson	$15.2M	0.50%	0.00%	+4.5%	Q4 2016
NEENextera Energy Inc	$14.4M	0.47%	0.01%	+1.5%	Q4 2016
MSMorgan Stanley	$14M	0.46%	0.01%	-23.9%	Q4 2016
UNHUnitedhealth Group Inc	$13.2M	0.43%	0.00%	+13.5%	Q4 2016
GSGoldman Sachs Group Inc	$13.2M	0.43%	0.01%	-1.7%	Q4 2016
UBERUber Technologies, Inc	$13.2M	0.43%	0.01%	+1.5%	Q1 2020
SMHMarket Vectors ETF Trust	$12.8M	0.42%	Not reported	+12.0%	Q4 2021
LMTLockheed Martin Corp	$11.8M	0.39%	0.01%	+3.4%	Q4 2016
HDHome Depot, Inc.	$11.8M	0.38%	0.00%	-15.1%	Q4 2016
CMICummins Inc	$11.2M	0.37%	0.02%	-0.2%	Q4 2016
AMDAdvanced Micro Devices Inc	$11.1M	0.36%	0.00%	+45.9%	Q3 2019
TJXTJX Companies Inc	$10.9M	0.36%	0.01%	-3.4%	Q4 2017
CATCaterpillar Inc	$10.7M	0.35%	0.00%	+3.1%	Q4 2016
FCNCAFirst Citizens Bancshares Inc	$10.4M	0.34%	Not reported	-2.1%	Q3 2021
TSLATesla, Inc.	$10.4M	0.34%	0.00%	-16.7%	Q4 2016
SNOWSnowflake Inc.	$10.3M	0.34%	0.01%	-33.8%	Q4 2021
BKNGBooking Holdings Inc.	$10.2M	0.33%	0.01%	-2.4%	Q1 2018
COPConocophillips	$10.2M	0.33%	0.01%	-4.2%	Q4 2016
KLACKla Corp	$10M	0.33%	0.01%	-0.3%	Q4 2016
LRCXLam Research Corp	$9.91M	0.32%	0.00%	-50.8%	Q3 2017
TROWPrice T Rowe Group Inc	$9.65M	0.32%	0.04%	-12.8%	Q4 2016
TWLOTwilio Inc	$9.65M	0.32%	0.04%	+8.2%	Q2 2019
MCKMckesson Corp	$9.63M	0.32%	0.01%	-3.2%	Q4 2017
MAMastercard Inc	$9.58M	0.31%	0.00%	+10.5%	Q4 2016
CRMSalesforce, Inc.	$9.58M	0.31%	0.00%	+13.7%	Q4 2016
AMATApplied Materials Inc	$9.45M	0.31%	0.00%	-9.6%	Q1 2017
QCOMQualcomm Inc	$9.28M	0.30%	0.01%	-1.9%	Q4 2016
TXNTexas Instruments Inc	$9.22M	0.30%	0.01%	+2.8%	Q1 2017
MCDMcdonalds Corp	$9.17M	0.30%	0.00%	+7.2%	Q4 2016
BACBank of America Corp	$9.01M	0.29%	0.00%	-3.0%	Q4 2016
XOMExxonMobil Holdings Corp	$8.93M	0.29%	0.00%	+8.1%	Q4 2016

Q3 2025Reported Nov 12, 2025534 positions
AAPLApple Inc.	$127M	4.37%	0.00%	-3.1%	Q4 2016
MSFTMicrosoft Corp	$77.6M	2.66%	0.00%	-2.4%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$72.9M	2.50%	Not reported	-2.9%	Q2 2018
NVDANvidia Corp	$51.3M	1.76%	0.00%	-5.0%	Q1 2017
AMZNAmazon Com Inc	$49.8M	1.70%	0.00%	+0.1%	Q4 2016
GOOGLAlphabet Inc.	$42.9M	1.47%	0.00%	-2.5%	Q4 2016
AVGOBroadcom Inc.	$37.3M	1.28%	0.00%	-5.7%	Q4 2016
JPMJPMorgan Chase & Co	$30.8M	1.05%	0.00%	-3.8%	Q4 2016
METAMeta Platforms, Inc.	$30.6M	1.05%	Not reported	-4.4%	Q4 2016
ABBVAbbVie Inc.	$29.9M	1.02%	0.01%	-3.2%	Q4 2016
GLDSPDR Gold Trust	$21M	0.72%	0.02%	-4.6%	Q4 2016
BRK.BBerkshire Hathaway Inc	$18.3M	0.63%	Not reported	+2.2%	Q4 2016
WMTWalmart Inc.	$18.1M	0.62%	0.00%	-3.1%	Q4 2016
CAGConagra Brands Inc.	$17.8M	0.61%	0.20%	-0.1%	Q2 2018
MSMorgan Stanley	$16.5M	0.57%	0.01%	-3.4%	Q4 2016
MUMicron Technology Inc	$16.4M	0.56%	0.01%	+4.9%	Q3 2017
HDHome Depot, Inc.	$16.3M	0.56%	0.00%	-0.1%	Q4 2016
SNOWSnowflake Inc.	$16M	0.55%	0.02%	-9.5%	Q4 2021
LRCXLam Research Corp	$15.7M	0.54%	0.01%	-12.6%	Q3 2017
UBERUber Technologies, Inc	$15.6M	0.53%	0.01%	-6.0%	Q1 2020
CCitigroup Inc	$15.4M	0.53%	0.01%	-11.9%	Q4 2016
VVisa Inc.	$14.4M	0.49%	0.00%	+3.7%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$13.7M	0.47%	Not reported	+2.0%	Q4 2016
NEENextera Energy Inc	$13.4M	0.46%	0.01%	-2.5%	Q4 2016
JNJJohnson & Johnson	$13.1M	0.45%	0.00%	+2.9%	Q4 2016
TSLATesla, Inc.	$12.4M	0.42%	0.00%	+0.9%	Q4 2016
UNHUnitedhealth Group Inc	$12.2M	0.42%	0.00%	+10.6%	Q4 2016
GSGoldman Sachs Group Inc	$12.2M	0.42%	0.01%	-6.9%	Q4 2016
BLKBlackRock, Inc.	$12M	0.41%	0.01%	-7.9%	Q4 2016
LWLamb Weston Holdings, Inc.	$11.8M	0.40%	0.15%	0.0%	Q4 2018
LMTLockheed Martin Corp	$11.8M	0.40%	0.01%	+2.0%	Q4 2016
TROWPrice T Rowe Group Inc	$11.1M	0.38%	0.05%	-7.7%	Q4 2016
COPConocophillips	$10.7M	0.37%	0.01%	-3.3%	Q4 2016
TJXTJX Companies Inc	$10.7M	0.36%	0.01%	-9.4%	Q4 2017
RHRH	$10.6M	0.36%	0.28%	-8.0%	Q3 2018
BKNGBooking Holdings Inc.	$10.5M	0.36%	0.01%	-6.5%	Q1 2018
SMHMarket Vectors ETF Trust	$10.4M	0.36%	Not reported	+23.0%	Q4 2021
GOOGAlphabet Inc.	$10M	0.34%	Not reported	+9.3%	Q4 2016
PYPLPayPal Holdings, Inc.	$9.95M	0.34%	0.02%	-4.6%	Q4 2016
NFLXNetflix Inc	$9.59M	0.33%	0.00%	-7.1%	Q4 2016
TXNTexas Instruments Inc	$9.5M	0.33%	0.01%	+1.7%	Q1 2017
MCKMckesson Corp	$9.37M	0.32%	0.01%	-12.2%	Q4 2017
CMICummins Inc	$9.27M	0.32%	0.02%	+1.6%	Q4 2016
APAAPA Corp	$9.25M	0.32%	0.11%	-9.8%	Q2 2022
QCOMQualcomm Inc	$9.2M	0.32%	0.01%	-6.4%	Q4 2016
ETNEaton Corp plc	$8.96M	0.31%	0.01%	+2.9%	Q2 2018
KLACKla Corp	$8.94M	0.31%	0.01%	+0.6%	Q4 2016
FCNCAFirst Citizens Bancshares Inc	$8.89M	0.30%	Not reported	-6.4%	Q3 2021
NVONovo Nordisk A S	$8.87M	0.30%	Not reported	+0.3%	Q4 2016
BACBank of America Corp	$8.72M	0.30%	0.00%	-7.5%	Q4 2016

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