LEVEL FOUR ADVISORY SERVICES, LLC
RIA/Wealth
LEVEL FOUR ADVISORY SERVICES, LLC is a RIA/Wealth based in Dallas, TX led by Edmon Jacob Tomes, reporting $5.3B in AUM as of Q3 2025 with 39% ETF concentration.
CEOEdmon Jacob Tomes
- Portfolio Value
- $2.9B
- Positions
- 804
- Top Holding
- AAPL at 4.36%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LEVEL FOUR ADVISORY SERVICES, LLC's portfolio (21.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $127.5M | 4.36% | -$4.1M Sold | 0.00% 500.7K shares | |
ETF ETF | $93.8M | 3.21% | +$7.4M Bought | — 2.3M shares | |
Software - Infrastructure Technology | $77.6M | 2.66% | -$1.9M Sold | 0.00% 149.9K shares | |
ETF ETF | $72.9M | 2.50% | -$2.2M Sold | — 121.5K shares | |
Semiconductors Technology | $51.3M | 1.75% | -$2.7M Sold | 0.00% 274.8K shares | |
Specialty Retail Consumer Cyclical | $49.8M | 1.70% | +$44.4K Bought | 0.00% 226.8K shares | |
Internet Content & Information Communication Services | $42.9M | 1.47% | -$1.1M Sold | 0.00% 176.3K shares | |
Semiconductors Technology | $37.3M | 1.28% | -$2.3M Sold | 0.00% 113.1K shares | |
ETF ETF | $36.8M | 1.26% | +$3.7M Bought | — 500.5K shares | |
ETF ETF | $36.1M | 1.24% | +$1.6M Bought | — 958.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LEVEL FOUR ADVISORY SERVICES, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for LEVEL FOUR ADVISORY SERVICES, LLC
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