Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LEVEL FOUR ADVISORY SERVICES, LLC (CIK 1696715) reported $3.05B across 862 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($123.2M, 4.04%), LGRO ($83.1M, 2.73%), QQQ ($81.9M, 2.69%), MSFT ($60.1M, 1.97%), AMZN ($52.2M, 1.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $123.2M | 4.04% | 485,494 | Trimmed |
| 2 | LGRO | ALPS ETF TR | $83.1M | 2.73% | 2.3M | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $81.9M | 2.69% | 141,968 | Added |
| 4 | MSFT | MICROSOFT CORP | $60.1M | 1.97% | 162,323 | Added |
| 5 | AMZN | AMAZON COM INC | $52.2M | 1.71% | 250,732 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $51.5M | 1.69% | 295,120 | Added |
| 7 | GOOGL | ALPHABET INC | $43.6M | 1.43% | 151,451 | Trimmed |
| 8 | TCAF | T ROWE PRICE ETF INC | $42.5M | 1.40% | 1.2M | Added |
| 9 | VOO | VANGUARD INDEX FDS | $41.2M | 1.35% | 68,976 | Added |
| 10 | SPLG | SPDR SERIES TRUST | $40.5M | 1.33% | 528,965 | Added |
| 11 | AVGO | BROADCOM INC | $36.1M | 1.18% | 116,615 | Added |
| 12 | JIRE | J P MORGAN EXCHANGE TRADED F | $35.0M | 1.15% | 461,721 | Trimmed |
| 13 | USFR | WISDOMTREE TR | $32.9M | 1.08% | 653,878 | Added |
| 14 | SMTH | ALPS ETF TR | $31.9M | 1.05% | 1.2M | Trimmed |
| 15 | ABBV | ABBVIE INC | $28.8M | 0.94% | 132,234 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $28.0M | 0.92% | 95,223 | Trimmed |
| 17 | MOAT | VANECK ETF TRUST | $27.0M | 0.89% | 279,722 | Trimmed |
| 18 | META | META PLATFORMS INC | $25.3M | 0.83% | 44,216 | Added |
| 19 | AGG | ISHARES TR | $24.0M | 0.79% | 241,631 | Added |
| 20 | WMT | WALMART INC | $22.8M | 0.75% | 183,591 | Added |
| 21 | GLD | SPDR GOLD TR | $21.9M | 0.72% | 50,883 | Added |
| 22 | PTLC | PACER FDS TR | $19.3M | 0.63% | 367,166 | Added |
| 23 | MU | MICRON TECHNOLOGY INC | $18.2M | 0.60% | 53,735 | Trimmed |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $18.0M | 0.59% | 75,849 | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON | $16.2M | 0.53% | 66,201 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31