Level Financial Advisors - Portfolio overview

Level Financial Advisors has 98 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 13.89%
2. VGSH - VANGUARD SCOTTSDALE FDS, 7.57%
3. VEA - VANGUARD TAX-MANAGED FDS, 7.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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