Levi Garrett Sanchez - Portfolio overview

Levi Garrett Sanchez has 74 reported holdings in this dataset, with the latest filing dated 2026-05-15.

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. VOO - VANGUARD INDEX FDS, 17.65%
  2. VEA - VANGUARD TAX-MANAGED FDS, 12.31%
  3. ESGV - VANGUARD WORLD FD, 6.72%

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

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