LEVEL FOUR ADVISORY SERVICES, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,056,199
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 842 | 3,056,199 | 13F-HR | LEVEL FOUR ADVISORY SERVICES, LLC |
| Q3 2025 | 11/12/2025 | 802 | 2,920,617 | 13F-HR | LEVEL FOUR ADVISORY SERVICES, LLC |
| Q2 2025 | 8/13/2025 | 784 | 2,713,386 | 13F-HR | LEVEL FOUR ADVISORY SERVICES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.706 M | 88.6% | 75.19 K | 0 | 75.19 K |
| ETFs | 340.6 K | 11.1% | 56.61 K | 0 | 56.61 K |
| Debt | 4.304 K | 0.1% | 2.939 K | 0 | 2.939 K |
| Other | 4.664 K | 0.2% | 482 | 0 | 482 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
3,056,199
Holdings
842
QoQ value change ($000)
135,582
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.