Level Wealth Management LLC - Portfolio overview

Level Wealth Management LLC has 71 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 25.47%
2. BND - VANGUARD BD INDEX FDS, 16.81%
3. VEA - VANGUARD TAX-MANAGED FDS, 11.13%

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

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