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Kimberly Kay Miller

Level Four Advisory Services, Llc

Assets Managed
$3.046B
Holdings
866
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-0.32%(2Q avg: 2.16%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Level Four Advisory Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 866 positions.

Assets under management

The assets under management (AUM) of Level Four Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.046B in assets, with a quarterly growth rate of -0.32% and a 2-quarter average growth rate of 2.16%. The portfolio is managed by Kimberly Kay Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.51%
4.05%
$123.212M
485,494 shares@ $253.79 avg price
LGRO
Level Four Large Cap Growth
Recent Activity
Decreased -15.35%
2.73%
$83.074M
2.253M shares@ $36.88 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 17.41%
2.69%
$81.942M
141,968 shares@ $577.19 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.63%
1.98%
$60.084M
162,323 shares@ $370.16 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.78%
1.72%
$52.219M
250,732 shares@ $208.27 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.91%
1.69%
$51.467M
295,120 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.8%
1.43%
$43.552M
151,451 shares@ $287.57 avg price
TCAF
T Rowe Prc Cap Appreciation
Recent Activity
Increased 2.98%
1.4%
$42.509M
1.194M shares@ $35.6 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.79%
1.36%
$41.217M
68,976 shares@ $597.56 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 46.02%
1.33%
$40.487M
528,965 shares@ $76.55 avg price

1-10 of 866