LEVEL FOUR ADVISORY SERVICES, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,539,364
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 935 | 3,539,364 | 13F-HR | LEVEL FOUR ADVISORY SERVICES, LLC |
| Q1 2026 | 5/14/2026 | 866 | 3,046,288 | 13F-HR | LEVEL FOUR ADVISORY SERVICES, LLC |
| 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 | 2.24 M | 63.3% | 330.5 K | 0 | 330.5 K |
| ETFs | 1.293 M | 36.5% | 162.6 K | 0 | 162.6 K |
| Debt | 3.986 K | 0.1% | 0 | 221 | -221 |
| Other | 1.163 K | 0.0% | 139 | 0 | 139 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
3,539,364
Holdings
935
QoQ value change ($000)
493,076
(16.2%)
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.