Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Level Wealth Management LLC (CIK 2036775) reported $249.7M across 70 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($68.9M, 27.60%), BND ($41.5M, 16.64%), VEA ($28.5M, 11.40%), VTEB ($15.5M, 6.22%), ITOT ($13.3M, 5.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $68.9M | 27.60% | 186,228 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $41.5M | 16.64% | 565,823 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $28.5M | 11.40% | 399,419 | Added |
| 4 | VTEB | VANGUARD MUN BD FDS | $15.5M | 6.22% | 306,836 | Added |
| 5 | ITOT | ISHARES TR | $13.3M | 5.33% | 80,941 | Trimmed |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $9.0M | 3.61% | 150,938 | Added |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $8.0M | 3.19% | 164,549 | Added |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $6.7M | 2.66% | 128,693 | Trimmed |
| 9 | MUB | ISHARES TR | $6.1M | 2.46% | 56,977 | Added |
| 10 | VUG | VANGUARD INDEX FDS | $4.4M | 1.74% | 50,544 | Added |
| 11 | VBIL | VANGUARD INSTL INDEX FD | $3.4M | 1.37% | 45,291 | Trimmed |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $2.8M | 1.11% | 62,536 | Trimmed |
| 13 | BSV | VANGUARD BD INDEX FDS | $2.7M | 1.06% | 34,088 | Added |
| 14 | IEFA | ISHARES TR | $2.2M | 0.89% | 23,076 | Trimmed |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $2.2M | 0.89% | 53,756 | Trimmed |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $2.1M | 0.84% | 26,533 | Added |
| 17 | MSFT | MICROSOFT CORP | $2.0M | 0.82% | 5,471 | Hold |
| 18 | VTV | VANGUARD INDEX FDS | $2.0M | 0.80% | 9,110 | Hold |
| 19 | VOO | VANGUARD INDEX FDS | $1.8M | 0.73% | 2,667 | Added |
| 20 | V | VISA INC | $1.8M | 0.71% | 5,141 | Added |
| 21 | VO | VANGUARD INDEX FDS | $1.5M | 0.60% | 18,622 | Added |
| 22 | VGT | VANGUARD WORLD FD | $1.5M | 0.60% | 12,554 | Added |
| 23 | ALB | ALBEMARLE CORP | $1.3M | 0.54% | 9,957 | Hold |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.47% | 1,557 | Added |
| 25 | SPEM | SPDR INDEX SHS FDS | $1.1M | 0.44% | 21,016 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30