13F Filings History of LEVEL FOUR ADVISORY SERVICES, LLC
- Latest 13F filing
- Q1 2026 - 14 May 2026
- Latest reported 13F value
- $3,046,288,058
- Largest 13F holdings
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AAPL LGRO QQQ MSFT AMZN NVDA GOOGL TCAF VOO SPYM AVGO JIRE
+8 more
USFR SMTH ABBV JPM MOAT META AGG WMT - Form 13F summary
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- LEVEL FOUR ADVISORY SERVICES, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- LEVEL FOUR ADVISORY SERVICES, LLC reported 866 equity holdings with a total reported market value of $3,046,288,058 for Q1 2026. Top reported holdings included AAPL, LGRO, QQQ, MSFT, and AMZN.
- Manager signature
- Kimberly Kay Miller - Chief Compliance Officer, Brokerage
- Manager location
- Dallas, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$3,046,288,058
Quarter delta
-$9,910,995
Accepted
14 May 2026, 16:01
Rows shown
1-25 of 38
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 866 | $3,046,288,058 | +$251,272,411 | -$216,205,473 | +$35,066,938 | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 14 May 2026, 16:01 |
| Q4 2025 | 842 | $3,056,199,053 | +$251,053,568 | -$149,701,286 | +$101,352,282 | AAPL, LGRO, MSFT, QQQ, AMZN | 13F-HR | 13 Feb 2026, 08:23 |
| Q3 2025 | 802 | $2,920,616,808 | +$143,731,156 | -$120,583,205 | +$23,147,951 | AAPL, LGRO, MSFT, QQQ, NVDA | 13F-HR | 12 Nov 2025, 13:39 |
| Q2 2025 | 784 | $2,713,385,942 | +$238,490,471 | -$134,089,705 | +$104,400,766 | AAPL, LGRO, MSFT, QQQ, AMZN | 13F-HR | 13 Aug 2025, 09:25 |
| Q1 2025 | 752 | $2,431,718,200 | +$170,990,379 | -$106,841,251 | +$64,149,128 | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 14 May 2025, 08:51 |
| Q4 2024 | 752 | $2,446,818,486 | +$153,813,591 | -$112,565,689 | +$41,247,902 | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 12 Feb 2025, 09:35 |
| Q3 2024 | 765 | $2,359,253,499 | +$242,721,762 | -$161,901,180 | +$80,820,582 | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 14 Nov 2024, 11:33 |
| Q2 2024 | 741 | $2,218,427,222 | +$541,185,753 | -$300,690,633 | +$240,495,120 | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 09 Aug 2024, 09:22 |
| Q1 2024 | 770 | $1,668,054,066 | +$33,996,449 | -$23,571 | +$33,972,878 | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 13 May 2024, 09:36 |
| Q4 2023 | 771 | $1,782,431,977 | +$175,939,562 | -$103,201,055 | +$72,738,507 | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 08 Feb 2024, 15:11 |
| Q3 2023 | 756 | $1,551,081,457 | +$162,347,171 | -$211,778,109 | -$49,430,938 | AAPL, LGRO, MSFT, USFR, AMZN | 13F-HR | 13 Nov 2023, 16:01 |
| Q2 2023 | 796 | $1,664,429,776 | +$196,367,249 | -$140,293,929 | +$56,073,320 | AAPL, QQQ, MSFT, SPLG, CAG | 13F-HR | 10 Jul 2023, 14:55 |
| Q1 2023 | 756 | $1,524,546,602 | +$212,836,838 | -$109,315,389 | +$103,521,449 | AAPL, QQQ, MSFT, CAG, ABBV | 13F-HR | 05 Jun 2023, 09:24 |
| Q4 2022 | 671 | $1,347,138,923 | +$347,577,647 | -$96,831,833 | +$250,745,814 | AAPL, CAG, MSFT, QQQ, USFR | 13F-HR | 13 Feb 2023, 10:21 |
| Q3 2022 | 543 | $1,028,886,000 | +$93,936,666 | -$64,039,471 | +$29,897,195 | AAPL, CAG, SPLG, MSFT, AMZN | 13F-HR | 07 Nov 2022, 11:13 |
| Q2 2022 | 553 | $1,060,201,000 | +$112,794,876 | -$156,025,171 | -$43,230,295 | AAPL, CAG, SPLG, MSFT, AMZN | 13F-HR | 08 Aug 2022, 15:22 |
| Q1 2022 | 639 | $1,276,525,000 | +$123,570,095 | -$101,036,611 | +$22,533,484 | AAPL, QQQ, CAG, SPLG, MSFT | 13F-HR | 10 May 2022, 09:28 |
| Q4 2021 | 641 | $1,311,505,000 | +$330,000,281 | -$45,819,687 | +$284,180,594 | AAPL, QQQ, SPLG, CAG, MSFT | 13F-HR | 11 Feb 2022, 15:19 |
| Q3 2021 | 458 | $961,585,000 | +$101,353,325 | -$556,843,094 | -$455,489,769 | QQQ, AAPL, CAG, SPLG, MSFT | 13F-HR | 12 Oct 2021, 11:38 |
| Q2 2021 | 636 | $1,441,561,000 | +$191,762,278 | -$99,018,922 | +$92,743,356 | QQQ, AAPL, QUS, CAG, TOTL | 13F-HR | 09 Aug 2021, 11:31 |
| Q1 2021 | 627 | $1,283,006,000 | +$143,237,503 | -$152,801,636 | -$9,564,133 | QQQ, AAPL, QUS, TOTL, QQEW | 13F-HR | 10 May 2021, 12:02 |
| Q4 2020 | 589 | $1,245,929,000 | +$80,283,617 | -$275,785,942 | -$195,502,325 | QQQ, AAPL, QUS, TOTL, QQEW | 13F-HR | 10 Feb 2021, 12:46 |
| Q3 2020 | 538 | $1,298,072,000 | +$131,726,734 | -$161,275,257 | -$29,548,523 | AAPL, QQQ, AMZN, SNV, GPN | 13F-HR | 02 Nov 2020, 14:48 |
| Q2 2020 | 563 | $1,292,663,000 | +$423,352,034 | -$110,842,607 | +$312,509,427 | AAPL, MSFT, QQQ, AMZN, GPN | Restatement | 17 Aug 2020, 15:11 |
| Q1 2020 | 486 | $833,304,000 | +$112,138,866 | -$188,428,694 | -$76,289,828 | USMV, AAPL, QUS, QQQ, AMZN | 13F-HR | 13 May 2020, 15:47 |