LEVEL FOUR ADVISORY SERVICES, LLC
•CIK: 1696715•Filing: Q4 2025
LEVEL FOUR ADVISORY SERVICES, LLC, managed by the seasoned team of John "Jack" Bogle, Jr., employs a value-oriented, long-term investment strategy, focusing on undervalued stocks with strong fundamentals. Recently, the fund has made notable moves by adding high-growth tech stocks like NEAR and IJUL, while significantly increasing positions in IWD and CPRT, reflecting a strategic pivot towards growth-oriented sectors.
Total AUM
$3.1B
QoQ Performance
+4.6%
Positions
585
Top 10 Concentration
27.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.4%
LGRO3.6%
MSFT2.5%
NDQ2.4%
AMZN1.8%
NVDA1.7%
GOOGL1.6%
TCAF1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.0%
Technology19.1%
Consumer6.2%
Financial4.9%
Healthcare3.4%
ETF2.6%
Industrial1.5%
Energy1.2%
🚪 Exited Positionssold since Q3 2025
+601 more exited positions
Changes from Q3 2025
NEW4 new positions
↑132 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023