13F Insight
DOSSIER · 13F-HR · Q3 2026

LEVEL FOUR ADVISORY SERVICES, LLC

$3.5B in tracked AUM across 943 positions as of Q3 2026.

LF
CIK 0001696715 · last filed Sep 30, 2026
Total AUM
$3.5B
as of Q3 2026
Holdings
943
+8 QoQ
positions
Whale Score
57
57
tracked
Activity
954
+61 new, −53 sold
changes this Q
AI Analysis · Q3 2026

LEVEL FOUR ADVISORY SERVICES, LLC filed its latest 13F-HR for Q3 2026. 954 position changes this quarter — 61 new, 53 exited, 405 added, 435 trimmed.

Quarter at a glance — Q3 2026

954 material changes this filing.

TRIM
JIREJ P MORGAN EXCHANGE TRADED F
-345K sh
$-28M
0.3%
TRIM
LGROALPS ETF TR
-711K sh
$-25M
2.3%
TRIM
MSFTMICROSOFT CORP
-7K sh
+$22M
2.6%
ADD
FENIFIDELITY COVINGTON TRUST
+439K sh
+$17M
0.6%
TRIM
MCHPMICROCHIP TECHNOLOGY INC.
-152K sh
$-14M
0.0%
TRIM
AAPLAPPLE INC
-27K sh
+$13M
4.5%
ADD
ADIANALOG DEVICES INC
+31K sh
+$12M
0.5%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$155M467K4.5%02
QQQ
INVESCO QQQ TR
$101M137K2.9%03
MSFT
MICROSOFT CORP
$90M175K2.6%04
LGRO
ALPS ETF TR
$81M1.7M2.3%05
NVDA
NVIDIA CORPORATION
$72M313K2.1%06
AMZN
AMAZON COM INC
$61M244K1.8%07
MU
MICRON TECHNOLOGY INC
$58M55K1.7%08
GOOGL
ALPHABET INC
$49M144K1.4%09
SPYM
SPDR SERIES TRUST
$47M523K1.4%10
TCAF
T ROWE PRICE EXCHANGE-TRADED
$46M1.1M1.3%

Filing history

2026Q3Sep 30
$3.5B▼ 2.3%
943 positionsView →2026Q2Jun 30
$3.5B▲ 16.2%
935 positionsView →2026Q1Mar 31
$3.0B▼ 0.3%
866 positionsView →2025Q4Dec 31
$3.1B▲ 4.6%
842 positionsView →2025Q3Sep 30
$2.9B▲ 7.6%
802 positionsLocked2025Q2Jun 30
$2.7B▲ 11.6%
784 positionsLocked2025Q1Mar 31
$2.4B▼ 0.6%
752 positionsLocked2024Q4Dec 31
$2.4B▲ 3.0%
752 positionsLocked2024Q3Sep 30
$2.4B▲ 7.1%
765 positionsLocked2024Q2Jun 30
$2.2B▲ 21.9%
741 positionsLocked2024Q1Mar 31
$1.8B▲ 2.1%
775 positionsLocked2023Q4Dec 31
$1.8B▲ 14.9%
776 positionsLocked
Showing 12 of 38