13F Insight
DOSSIER · 13F-HR · Q2 2026

LEVEL FOUR ADVISORY SERVICES, LLC

$3.5B in tracked AUM across 935 positions as of Q2 2026.

LF
CIK 0001696715 · last filed Jun 30, 2026
Total AUM
$3.5B
as of Q2 2026
Holdings
935
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LEVEL FOUR ADVISORY SERVICES, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$143M494K4.0%02
LGRO
ALPS ETF TR
$106M2.4M3.0%03
QQQ
INVESCO QQQ TR
$104M142K2.9%04
MSFT
MICROSOFT CORP
$68M182K1.9%05
NVDA
NVIDIA CORPORATION
$63M313K1.8%06
AMZN
AMAZON COM INC
$61M255K1.7%07
MU
MICRON TECHNOLOGY INC
$58M50K1.6%08
GOOGL
ALPHABET INC
$53M150K1.5%09
VOO
VANGUARD INDEX FDS
$48M70K1.4%10
SPYM
SPDR SERIES TRUST
$48M543K1.3%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$1.6B▼ 6.8%
759 positionsLocked
Showing 12 of 37