Level Wealth Management LLC Portfolio Holdings

Level Wealth Management LLC

  • $153 Billion
  • Q1 2025

Level Wealth Management LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 52 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 $49.9B, Vanguard Bd Index Fd Inc Total with a value of $26.7B, Vanguard Ftse Developed Market with a value of $19.3B, Vanguard Mun Bd Fds Tax Exempt with a value of $10B, and Vanguard Ftse Emerging Mkts Et with a value of $6.6B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $142B to 153B.

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.

Portfolio value $153 Billion
ETFs: $142 Billion
Technology: $3.89 Billion
Financial Services: $2.78 Billion
Consumer Cyclical: $933 Million
Utilities: $930 Million
Healthcare: $927 Million
Consumer Defensive: $788 Million
Industrials: $260 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.9 Billion 32.67% of portfolio
181,650
Q1 2025 Added 14.64%
$0
$26.7 Billion 17.45% of portfolio
363,021
Q1 2025 Added 7.77%
$0
$19.3 Billion 12.61% of portfolio
379,203
Q1 2025 Added 13.24%
$0
$10 Billion 6.55% of portfolio
201,706
Q1 2025 Added 5.32%
$0
$6.6 Billion 4.32% of portfolio
145,856
Q1 2025 Added 13.04%
$0
$5.46 Billion 3.57% of portfolio
142,050
Q1 2025 Reduced 4.47%
$0
$3.98 Billion 2.61% of portfolio
81,608
Q1 2025 Added 27.15%
$2.95T
$2.16 Billion 1.42% of portfolio
5,764
Q1 2025 Added 0.19%
$0
$2.08 Billion 1.36% of portfolio
26,537
Q1 2025 Added 19.21%
$0
$1.96 Billion 1.28% of portfolio
62,659
Q1 2025 Reduced 2.27%
$565B
$1.93 Billion 1.26% of portfolio
5,498
Q1 2025 Reduced 6.18%
$0
$1.77 Billion 1.16% of portfolio
22,449
Q1 2025 Reduced 1.15%
$0
$1.72 Billion 1.12% of portfolio
52,041
Q1 2025 Added 0.01%
$0
$1.31 Billion 0.86% of portfolio
2,550
Q1 2025 Added 0.04%
$0
$1.25 Billion 0.82% of portfolio
2,313
Q4 2024 New
$0
$1.16 Billion 0.76% of portfolio
11,015
Q1 2025 Added 86.79%
$0
$782 Million 0.51% of portfolio
27,971
Q1 2025 Added 0.48%
$3.42T
$711 Million 0.47% of portfolio
3,201
Q1 2025 Added 0.03%
$0
$713 Million 0.47% of portfolio
27,523
Q1 2025 Reduced 1.15%
$0
$682 Million 0.45% of portfolio
1,839
Q1 2025 Added 2.79%
$11.8B
$640 Million 0.42% of portfolio
9,060
Q1 2025 Reduced 5.06%
$0
$632 Million 0.41% of portfolio
3,656
Q4 2024 New
$0
$626 Million 0.41% of portfolio
5,127
Q1 2025 Reduced 2.57%
$0
$603 Million 0.39% of portfolio
1,078
Q1 2025 Added 0.09%
$314B
$564 Million 0.37% of portfolio
7,876
Q4 2024 New
$94B
$546 Million 0.36% of portfolio
4,477
Q1 2025 Reduced 10.6%
$0
$499 Million 0.33% of portfolio
13,701
Q1 2025 Reduced 0.33%
$0
$449 Million 0.29% of portfolio
7,226
Q1 2025 Added 0.07%
$9.9B
$442 Million 0.29% of portfolio
2,867
Q4 2024 New
$694B
$439 Million 0.29% of portfolio
825
Q4 2024 New
$523B
$417 Million 0.27% of portfolio
760
Q1 2025 Reduced 15.56%
$0
$396 Million 0.26% of portfolio
18,385
Q1 2025 Reduced 3.8%
$0
$382 Million 0.25% of portfolio
4,263
Q4 2024 New
$0
$386 Million 0.25% of portfolio
5,243
Q1 2025 New
$100B
$384 Million 0.25% of portfolio
4,172
Q4 2024 New
$1.88T
$363 Million 0.24% of portfolio
1,909
Q1 2025 Added 2.69%
$0
$347 Million 0.23% of portfolio
1,791
Q1 2025 Reduced 3.86%
$235B
$322 Million 0.21% of portfolio
1,030
Q4 2024 New
$137B
$287 Million 0.19% of portfolio
11,326
Q1 2025 Reduced 6.98%
$0
$286 Million 0.19% of portfolio
509
Q1 2025 Reduced 5.57%
$217B
$288 Million 0.19% of portfolio
1,159
Q1 2025 Added 0.17%
$271B
$286 Million 0.19% of portfolio
2,635
Q1 2025 Added 5.4%
$0
$268 Million 0.18% of portfolio
10,218
Q4 2024 New
$0
$257 Million 0.17% of portfolio
992
Q4 2024 New
$220B
$260 Million 0.17% of portfolio
1,301
Q4 2024 New
$3.33B
$248 Million 0.16% of portfolio
3,865
Q1 2025 Reduced 5.78%
$187B
$224 Million 0.15% of portfolio
1,493
Q4 2024 New
$0
$218 Million 0.14% of portfolio
4,360
Q4 2024 New
$0
$207 Million 0.14% of portfolio
1,983
Q1 2025 Added 0.2%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $153 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Level Wealth Management LLC Portfolio

Follow Level Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Level Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email