LEVEL FOUR ADVISORY SERVICES, LLC: 13F holdings

CIK 16967152026Q2

Positions935
Reported value$3.5bn
Filed2026-08-10

Change since last quarter

Positions935 (+69 vs prior quarter)
Reported value$3.5bn (+16.2%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC493,660$142.8m4.0%
ALPS ETF TR2,441,170$105.9m3.0%
QQQ INVESCO QQQ TR141,765$104.4m2.9%
MSFT MICROSOFT CORP182,005$67.9m1.9%
NVDA NVIDIA CORPORATION312,879$62.6m1.8%
AMZN AMAZON COM INC254,823$60.7m1.7%
MU MICRON TECHNOLOGY INC50,423$58.2m1.6%
GOOGL ALPHABET INC149,545$53.4m1.5%
VOO VANGUARD INDEX FDS70,236$48.2m1.4%
SPYM SPDR SERIES TRUST543,471$47.8m1.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1696715")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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