StockDriftsStockDriftsTop 50 Level Four Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.04% | 493.7K | $142.8M | +1.68%(+8.17K) | $105.85(+188.50%) | 2026-06-30 | |
| LGRO | ALPS ETF TR | 2.99% | 2.44M | $105.9M | +8.37%(+188.46K) | $29.04(+65.36%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.95% | 141.8K | $104.4M | -0.14%(-203) | $256.98(+185.05%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.92% | 182.0K | $67.9M | +12.13%(+19.68K) | $280.69(+73.17%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.77% | 312.9K | $62.6M | +6.02%(+17.76K) | $56.47(+300.36%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.72% | 254.8K | $60.7M | +1.63%(+4.09K) | $117.68(+123.09%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.64% | 50.4K | $58.2M | -6.16%(-3.31K) | $75.72(+1240.16%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.51% | 149.5K | $53.4M | -1.26%(-1.91K) | $97.49(+253.57%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.36% | 70.2K | $48.2M | +1.83%(+1.26K) | $485.25(+46.87%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.35% | 543.5K | $47.8M | +2.74%(+14.51K) | $56.38(+61.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.84% | +63.62% | +10.68% | +66.07% |
| Top 20 Holdings Unweighted | +17.94% | +64.07% | +10.74% | +66.53% |
Level Four Advisory Services LLC reports $3.54B in US-listed equity holdings across 935 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.0%), LGRO (3.0%) and QQQ (3.0%). The top 20 holdings account for 30.98% of reported assets. Its disclosed equity book has returned +63.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Level Four Advisory Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1696715). View Level Four Advisory Services LLC’s 13F filings on SEC