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Filers›Family Office›LEVEL FOUR ADVISORY SERVICES, LLC
DOSSIER · 13F-HR · Q1 2026

LEVEL FOUR ADVISORY SERVICES, LLC

LEVEL FOUR ADVISORY SERVICES's family office based in London, UK — $3.0B in tracked AUM across 866 positions as of Q1 2026.

LF
LEVEL FOUR ADVISORY SERVICES·London, UK·Family Office
CIK 0001696715 · last filed Mar 31, 2026
Total AUM
$3.0B
▼ 10.6%
vs prior
Holdings
866
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LEVEL FOUR ADVISORY SERVICES, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$123M485K4.0%
02
LGRO
ALPS ETF TR
$83M2.3M2.7%
03
QQQ
INVESCO QQQ TR
$82M142K2.7%
04
MSFT
MICROSOFT CORP
$60M162K2.0%
05
AMZN
AMAZON COM INC
$52M251K1.7%
06
NVDA
NVIDIA CORPORATION
$51M295K1.7%
07
GOOGL
ALPHABET INC
$44M151K1.4%
08
TCAF
T ROWE PRICE ETF INC
$43M1.2M1.4%
09
VOO
VANGUARD INDEX FDS
$41M69K1.4%
10
SPYM
SPDR SERIES TRUST
$40M529K1.3%

Filing history

Filing history loading…
AI Agent · grounded in LEVEL
haiku-4-5 · 866 positions indexed
Sector mix
  • Financials12%
  • Health Care7%
  • Cons. Disc.29%
  • Communications5%
  • Energy14%
  • Other33%
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