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Level Wealth Management

Latest statistics and disclosures from Level Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002036775

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Positions held by Level Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Level Wealth Management

Level Wealth Management holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	32.4	$46M	159k	289.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	17.1	$24M	337k	71.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.3	$16M	335k	47.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	6.8	$9.6M	192k	50.13	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.3	$6.0M	149k	40.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.0	$5.7M	129k	44.04	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.2	$3.1M	64k	49.05	View chart
Microsoft Corporation (MSFT)	1.7	$2.4M	5.8k	421.50	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$1.9M	64k	29.20	View chart
Visa Com Cl A (V)	1.3	$1.9M	5.9k	316.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.3	$1.8M	52k	34.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$1.8M	23k	78.01	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$1.7M	22k	77.27	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$1.4M	2.3k	621.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.4M	2.5k	538.90	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.8	$1.1M	23k	47.77	View chart
Apple (AAPL)	0.6	$801k	3.2k	250.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$761k	28k	27.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$734k	1.8k	410.48	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$706k	28k	25.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$677k	5.3k	128.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$631k	1.1k	585.93	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$628k	5.9k	106.55	View chart
BioMarin Pharmaceutical (BMRN)	0.4	$627k	9.5k	65.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$619k	3.7k	169.30	View chart
Duke Energy Corp Com New (DUK)	0.4	$540k	5.0k	107.74	View chart
Coca-Cola Company (KO)	0.3	$490k	7.9k	62.26	View chart
Nice Sponsored Adr (NICE)	0.3	$487k	2.9k	169.84	View chart
Mastercard Incorporated Cl A (MA)	0.3	$474k	900.00	526.57	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$469k	14k	34.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$434k	19k	22.70	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$426k	7.2k	58.93	View chart
Amazon (AMZN)	0.3	$408k	1.9k	219.39	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$374k	4.3k	87.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$374k	825.00	453.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$365k	1.9k	195.82	View chart
Kontoor Brands (KTB)	0.2	$350k	4.1k	85.41	View chart
Southern Company (SO)	0.2	$343k	4.2k	82.32	View chart
NVIDIA Corporation (NVDA)	0.2	$336k	2.5k	134.29	View chart
Pfizer (PFE)	0.2	$323k	12k	26.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$317k	539.00	588.54	View chart
McDonald's Corporation (MCD)	0.2	$299k	1.0k	289.89	View chart
Tesla Motors (TSLA)	0.2	$286k	707.00	403.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$262k	992.00	264.13	View chart
International Business Machines (IBM)	0.2	$254k	1.2k	219.90	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$254k	10k	24.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$228k	2.0k	115.24	View chart
Pepsi (PEP)	0.2	$227k	1.5k	152.06	View chart
Wright Express (WEX)	0.2	$219k	1.3k	175.32	View chart
Ge Aerospace Com New (GE)	0.2	$217k	1.3k	166.79	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$211k	4.2k	49.94	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$211k	4.4k	48.42	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$205k	2.0k	104.89	View chart

Past Filings by Level Wealth Management

SEC 13F filings are viewable for Level Wealth Management going back to 2024

Level Wealth Management 2024 Q4 filed Jan. 24, 2025
Level Wealth Management 2024 Q4 restated filed Jan. 24, 2025

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