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CIK: 0001696715
Total reported value
$3.5B
$3.5B
842 檔
12.7%
In Q4 2025, Level Four Advisory Services, LLC's U.S. equity holdings reached a combined market value of $3.5B, distributed across 842 disclosed stock positions.
In Q4 2025, Level Four Advisory Services, LLC displayed an active expansion posture, initiating 4 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 842 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.43% | — | -0.53% | |
| 2 | LGRO | Level Four Large Cap Growth | ETF-Large Cap & Growth | 3.57% | +0.26% | +13.73% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.05% | +4.50% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.43% | +0.26% | -0.48% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.01% | +7.57% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.08% | +2.38% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.08% | -8.80% | |
| 8 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.45% | -0.11% | +21.08% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.01% | +12.40% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.10% | +0.96% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.25% | -0.06% | +2.11% | |
| 12 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.14% | -0.14% | +2.91% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.05% | -0.15% | -4.01% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.01% | +1.26% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.00% | -0.06% | +0.33% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | +0.02% | +2.04% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.02% | +3.73% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.12% | +3.26% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.76% | -0.17% | +15.96% | |
| 20 | MU | Micron Technology Inc | Stock-Tech | 0.73% | +1.04% | -20.20% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.15% | +3.84% | |
| 22 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.66% | -0.01% | -7.69% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.63% | +0.05% | -0.29% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.61% | +0.13% | +656.28% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.07% | -0.45% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.31% | -24.91% | |
| 27 | DSTL | Distillate US Fundamental St | ETF-Other | 0.57% | -0.04% | +2.93% | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.56% | +0.04% | -3.12% | |
| 29 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.55% | -0.13% | +0.24% | |
| 30 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.53% | -0.06% | -17.66% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.01% | +14.52% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.03% | +6.87% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.03% | +20.54% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.06% | +4.49% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.47% | -0.09% | +1.50% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.47% | -0.05% | +2.46% | |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.46% | -0.03% | +2.45% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.46% | +0.04% | -23.89% | |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.46% | -0.05% | +0.48% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.13% | +13.54% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | +0.01% | -1.66% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.43% | -0.05% | +1.47% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | -0.68% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.42% | +0.29% | +11.96% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.10% | +97.92% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.11% | +3.39% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-Other | 0.39% | +0.02% | +7.71% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.04% | -15.14% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.38% | +0.08% | +91.52% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.09% | +6.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.5% | +656.28% | Add |
| 2 | LGRO | Level Four Large Cap Growth | +0.4% | +13.73% | Add |
| 3 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | +21.08% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -8.80% | Trim |
| 5 | IWM | Ishares Russell 2000 ETF | +0.2% | +123.57% | Add |
| 6 | EFA | Ishares Msci Eafe ETF | +0.2% | +91.52% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | -20.20% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +20.54% | Add |
| 9 | AMD | Advanced Micro Devices | +0.2% | +45.87% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +7.57% | Add |
| 11 | PAAA | Pgim Aaa Clo ETF | +0.1% | +85.28% | Add |
| 12 | ISRG | Intuitive Surgical Inc | +0.1% | +613.37% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.40% | Add |
| 14 | RAL | Ralliant CORP | +0.1% | +492.03% | Add |
| 15 | SNDK | Sandisk CORP | +0.1% | +43.48% | Add |
| 16 | TWLO | Twilio Inc - A | +0.1% | +8.20% | Add |
| 17 | CPRT | Copart Inc | +0.1% | +340.13% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | +13.43% | Add |
| 19 | VO | Vanguard Mid-cap ETF | +0.1% | +56.75% | Add |
| 20 | AGG | Ishares Core U.s. Aggregate | +0.1% | +15.96% | Add |
| 21 | AAPL | Apple Inc | +0.1% | -0.53% | Trim |
| 22 | SMH | Vaneck Semiconductor ETF | +0.1% | +11.96% | Add |
| 23 | IAU | Ishares Gold Trust | +0.1% | +54.44% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +14.52% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | +4.49% | Add |
| 26 | WMT | Walmart Inc | 0% | +3.84% | Add |
| 27 | AVGO | Broadcom Inc | 0% | +0.96% | Add |
| 28 | OC | Owens Corning | -0.1% | -36.25% | Trim |
| 29 | BSCR | Invesco Bulletshares 2027 Cb | -0.1% | -67.41% | Trim |
| 30 | OXY | Occidental Petroleum CORP | -0.1% | -26.40% | Trim |
| 31 | ROP | Roper Technologies Inc | -0.1% | -33.19% | Trim |
| 32 | UBER | Uber Technologies Inc | -0.1% | +1.47% | Add |
| 33 | MS | Morgan Stanley | -0.1% | -23.89% | Trim |
| 34 | VEA | Vanguard Ftse Developed ETF | -0.1% | -68.86% | Trim |
| 35 | LW | Lamb Weston Holdings Inc | -0.1% | +0.01% | Add |
| 36 | META | Meta Platforms Inc-class A | -0.1% | +3.26% | Add |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -41.10% | Trim |
| 38 | URI | United Rentals Inc | -0.1% | -71.26% | Trim |
| 39 | PYPL | Paypal Holdings Inc | -0.1% | -29.91% | Trim |
| 40 | GLD | Spdr Gold Shares | -0.1% | -24.91% | Trim |
| 41 | BLK | Blackrock Inc | -0.2% | -28.05% | Trim |
| 42 | GBIL | Goldman Sachs Access Treasur | -0.2% | -17.66% | Trim |
| 43 | HD | Home Depot Inc | -0.2% | -15.14% | Trim |
| 44 | SNOW | Snowflake Inc | -0.2% | -33.82% | Trim |
| 45 | LRCX | Lam Research CORP | -0.2% | -50.76% | Trim |
| 46 | NEAR | Ishares Sh Dba ETF Usd Inc | — | NEW | New buy |
| 47 | IJUL | Innovator International Deve | — | NEW | New buy |
| 48 | BTAL | Agf US Market Neutral Anti-b | — | EXIT | Sold out |
| 49 | MDB | Mongodb Inc | — | NEW | New buy |
| 50 | FENI | Fidelity Enhanced Intl ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Level Four Advisory Services, LLC reported a total U.S. public equity portfolio value of $3.5B across 842 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, LGRO, MSFT) accounted for 12.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
NEAR
市值: $6.4M
Top Position Liquidated / Trimmed
BTAL
前期市值: $5.7M
During Q4 2025, Level Four Advisory Services, LLC's top holdings by market value included AAPL (4.4%)、LGRO (3.6%)、MSFT (2.5%). The largest single position, AAPL, represented 4.4% of total portfolio value.
In Q4 2025, Level Four Advisory Services, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 18 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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