Level Wealth Management LLC Purchases in Q2 2025

Level Wealth Management LLC

  • $172 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
91.1K
+ 1777.69%
$108.12 - $135.04 $9.85M - $12.3M
96.3K $13B
MUB
Ishares National Muni Bond ETF

ETFs
33.4K
+ 303.06%
$102.31 - $105.8 $3.42M - $3.53M
44.4K $4.64B
IEFA
Ishares Tr

ETFs
39.3K
+ 1444.69%
$67.83 - $84.09 $2.66M - $3.3M
42K $3.51B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.2K
New
$34.72 - $42.74 $945K - $1.16M
27.2K $1.16B
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.8K
+ 4.08%
$72.02 - $73.82 $1.07M - $1.09M
378K $27.8B
ORCL
Oracle Corp

Technology
3.77K
New
$122.82 - $218.63 $463K - $824K
3.77K $824M
BNDX
Vanguard Total International B

ETFs
11.9K
+ 14.58%
$48.77 - $49.55 $580K - $590K
93.5K $4.63B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.12K
+ 26.82%
$77.74 - $78.78 $553K - $561K
33.7K $2.65B
DFAU
Dimensional ETF Tr

ETFs
322
+ 0.23%
$34.04 - $42.36 $11K - $13.6K
142K $6.03B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.88K
New
$82.96 - $110.1 $405K - $537K
4.88K $537M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.45K
New
$51.16 - $62.02 $279K - $338K
5.45K $338M
PCQ
Pimco California Municipal Income Fund

Financial Services
38.7K
New
$8.18 - $9.04 $317K - $350K
38.7K $333M
Ge Vernova Inc
568
New
N/A
568 $301M
TSLA
Tesla, Inc.

Consumer Cyclical
707
New
$221.86 - $362.89 $157K - $257K
707 $225M
DFAI
Dimensional ETF Tr

ETFs
194
+ 0.31%
$28.02 - $34.71 $5.44K - $6.73K
62.9K $2.17B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.96K
New
$86.93 - $109.64 $171K - $215K
1.96K $215M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.8K
New
$24.94 - $31.15 $170K - $212K
6.8K $212M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.69K
+ 85.17%
$90.56 - $109.49 $153K - $185K
3.67K $401M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4
+ 0.01%
$29.12 - $35.84 $116 - $143
52K $1.87B
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.19%
$496.48 - $617.85 $993 - $1.24K
1.08K $667M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
56
+ 1.07%
$65.84 - $80.81 $3.69K - $4.53K
5.3K $424M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
125
+ 0.56%
$77.94 - $79.5 $9.74K - $9.94K
22.6K $1.79B
FDVV
Fidelity High Dividend ETF

ETFs
35
+ 0.82%
$43.6 - $52.02 $1.53K - $1.82K
4.3K $224M
DUK
Duke Energy Corp

Utilities
1
+ 0.02%
$112.46 - $124.05 $112 - $124
4.48K $528M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
149
+ 0.53%
$24.32 - $27.87 $3.62K - $4.15K
28.1K $745M
Activity Summary
Buys All Purchases 26 New Holdings 10 Increased Positions 16 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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