Arkolith/Funds/Level Four Advisory Services, LLC

Level Four Advisory Services, LLC

CIK 1696715
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Level Four Advisory Services, LLC holds a diversified book of 935 stocks worth $3.5B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened SPDR Gold Minishares Trust and trimmed Invesco QQQ Trust Series 1. Their largest long position is Apple Inc at 4% of the equity book.

Opened
135
bought for the first time
Added to
471
already held, bought more
Trimmed
322
sold some, still holds it
Sold out
35
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
21%
Top 20 holdings
31%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

58% mapped to company sectors

ETF / fund or unclassified
42%
Information Technology
23%
Financials
8%
Industrials
7%
Consumer Discretionary
6%
Health Care
5%
Energy
2%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Level Four Advisory Services, LLC

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO80 / 80$559.1B
MORGAN STANLEY79 / 80$609.5B
BANK OF AMERICA CORP /DE/79 / 80$403.1B
WELLS FARGO & COMPANY/MN79 / 80$167.6B
UBS Group AG79 / 80$163.7B
RAYMOND JAMES FINANCIAL INC79 / 80$118.9B
LPL Financial LLC79 / 80$98.6B
ENVESTNET ASSET MANAGEMENT INC79 / 80$76.4B

Ranked by the share of each fund's own book sitting in the names it shares with Level Four Advisory Services, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

935 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$142.8M493.7K
4.0%
+1.7%
Added · +8K sh
2ALPS ETF TR
LEVE FOU CAP ETF
$105.9M2.44M
3.0%
+8.4%
Added · +188K sh
3Invesco QQQ TR
UNIT SER 1
$104.4M141.8K
2.9%
−0.1%
Reduced · −203 sh
4Microsoft Corp
COM
$67.9M182.0K
1.9%
+12%
Added · +20K sh
5Nvidia Corporation
COM
$62.6M312.9K
1.8%
+6.0%
Added · +18K sh
6Amazon Com Inc
COM
$60.7M254.8K
1.7%
+1.6%
Added · +4K sh
7Micron Technology Inc
COM
$58.2M50.4K
1.6%
−6.2%
Reduced · −3K sh
8Alphabet Inc
CAP STK CL A
$53.4M149.5K
1.5%
−1.3%
Reduced · −2K sh
9Vanguard Index FDS
S&P 500 ETF SHS
$48.2M70.2K
1.4%
+1.8%
Added · +1K sh
10SPDR Series Trust
ST STR P500ETF
$47.8M543.5K
1.3%
+2.7%
Added · +15K sh
11T Rowe Price Exchange-Traded
CAP APPRECIATION
$45.8M1.11M
1.3%
−6.7%
Reduced · −80K sh
12Broadcom Inc
COM
$45.4M120.3K
1.3%
+3.2%
Added · +4K sh
13J P Morgan Exchange Traded F
INTRNL RES EQT
$38.6M467.6K
1.1%
+1.3%
Added · +6K sh
14Abbvie Inc
COM
$34.0M135.1K
1.0%
+2.2%
Added · +3K sh
15Wisdomtree TR
FLOATNG RAT TREA
$33.1M656.7K
0.9%
+0.4%
Added · +3K sh
16ALPS ETF TR
SMITH CORE PLUS
$32.3M1.26M
0.9%
+1.4%
Added · +17K sh
17JPMorgan Chase & Co
COM
$32.1M98.2K
0.9%
+3.1%
Added · +3K sh
18Vaneck ETF Trust
MRNGSTR WDE MOAT
$29.5M283.8K
0.8%
+1.5%
Added · +4K sh
19Advanced Micro Devices Inc
COM
$27.2M46.8K
0.8%
−13%
Reduced · −7K sh
20Vaneck ETF Trust
SEMICONDUCTR ETF
$27.0M41.2K
0.8%
+10%
Added · +4K sh
21Meta Platforms Inc
CL A
$25.3M44.9K
0.7%
+1.4%
Added · +639 sh
22Sandisk Corp
COM
$24.4M10.7K
0.7%
−45%
Reduced · −9K sh
23Kla Corp
COM NEW
$24.3M80.6K
0.7%
10×
Added · +73K sh
24Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$22.8M75.3K
0.6%
−0.7%
Reduced · −516 sh
25Ishares TR
CORE US AGGBD ET
$22.0M222.4K
0.6%
−8.0%
Reduced · −19K sh
26Pacer FDS TR
TRENDP US LAR CP
$21.9M375.8K
0.6%
+2.3%
Added · +9K sh
27Unitedhealth Group Inc
COM
$21.6M51.9K
0.6%
−4.9%
Reduced · −3K sh
28Walmart Inc
COM
$21.4M188.7K
0.6%
+2.8%
Added · +5K sh
29First TR Exchange Traded FD
RISNG DIVD ACHIV
$18.8M231.6K
0.5%
+2.2%
Added · +5K sh
30Citigroup Inc
COM NEW
$18.6M133.2K
0.5%
+1.0%
Added · +1K sh
31Alphabet Inc
CAP STK CL C
$17.8M50.5K
0.5%
+1.1%
Added · +535 sh
32Morgan Stanley
COM NEW
$17.7M84.6K
0.5%
−0.1%
Reduced · −79 sh
33Vanguard Index FDS
TOTAL STK MKT
$17.5M47.2K
0.5%
+25%
Added · +9K sh
34Caterpillar Inc
COM
$17.2M16.2K
0.5%
+2.7%
Added · +430 sh
35Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$17.2M106.5K
0.5%
+22%
Added · +19K sh
36Johnson & Johnson
COM
$16.7M65.9K
0.5%
−0.4%
Reduced · −296 sh
37Select Sector SPDR TR
ST STR TECHN ETF
$16.7M87.7K
0.5%
+2.1%
Added · +2K sh
38ETF Ser Solutions
DISTILLATE US
$16.6M276.9K
0.5%
+2.6%
Added · +7K sh
39Goldman Sachs ETF TR
ACCES TREASURY
$16.6M165.6K
0.5%
+2.2%
Added · +4K sh
40Texas Instrs Inc
COM
$16.4M55.1K
0.5%
−0.6%
Reduced · −333 sh
41State STR SPDR S&P 500 ETF T
TR UNIT
$16.3M21.8K
0.5%
−1.1%
Reduced · −242 sh
42Microchip Technology Inc.
COM
$15.3M167.9K
0.4%
+1.2%
Added · +2K sh
43NextEra Energy Inc
COM
$15.2M173.6K
0.4%
+1.1%
Added · +2K sh
44Berkshire Hathaway Inc Del
CL B NEW
$15.2M30.4K
0.4%
−3.5%
Reduced · −1K sh
45Cummins Inc
COM
$14.9M20.9K
0.4%
+1.1%
Added · +226 sh
46Ishares TR
S&P 500 GRWT ETF
$14.6M105.8K
0.4%
−0.5%
Reduced · −565 sh
47SPDR Gold TR
GOLD SHS
$14.5M39.3K
0.4%
−23%
Reduced · −12K sh
48Goldman Sachs Group Inc
COM
$14.4M14.3K
0.4%
+0.3%
Added · +45 sh
49Visa Inc
COM CL A
$14.2M41.3K
0.4%
−5.6%
Reduced · −2K sh
50Ishares TR
CORE S&P MCP ETF
$14.2M183.7K
0.4%
+2.6%
Added · +5K sh
Showing 50 of 935 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026935$3.5B13F-HR
Q1 2026Mar 31, 2026May 14, 2026866$3.0B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026842$3.1B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025802$2.9B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025784$2.7B13F-HR
Q1 2025Mar 31, 2025May 14, 2025752$2.4B13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025752$2.4B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024765$2.4B13F-HR
Q2 2024Jun 30, 2024Aug 9, 2024741$2.2B13F-HR
Q1 2024Mar 31, 2024May 13, 2024775$1.8B13F-HR
Q4 2023Dec 31, 2023Feb 8, 2024776$1.8B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023759$1.6B13F-HR
Q2 2023Jun 30, 2023Jul 10, 2023800$1.7B13F-HR
Q1 2023Mar 31, 2023Jun 5, 2023758$1.5B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023678$1.3B13F-HR
Q3 2022Sep 30, 2022Nov 7, 2022549$1.0B13F-HR
Q2 2022Jun 30, 2022Aug 8, 2022558$1.1B13F-HR
Q1 2022Mar 31, 2022May 10, 2022646$1.3B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022646$1.3B13F-HR
Q3 2021Sep 30, 2021Oct 12, 2021458$961.6M13F-HR
Q2 2021Jun 30, 2021Aug 9, 2021636$1.4B13F-HR
Q1 2021Mar 31, 2021May 10, 2021627$1.3B13F-HR
Q4 2020Dec 31, 2020Feb 10, 2021589$1.2B13F-HR
Q3 2020Sep 30, 2020Nov 2, 2020541$1.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.