Level Wealth Management LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $44.8B, Vanguard Bd Index Fd Inc Total with a value of $27.8B, Vanguard Ftse Developed Market with a value of $18.7B, Ishares Core S&P Total U.S. St with a value of $13B, and Vanguard Mun Bd Fds Tax Exempt with a value of $7.3B.
Examining the 13F form we can see an increase of $19.2B in the current position value, from $153B to 172B.
Level Wealth Management LLC is based out at Greensboro, NC
Below you can find more details about Level Wealth Management LLC portfolio as well as his latest detailed transactions.
