Level Wealth Management LLC Portfolio Holdings by Sector

Level Wealth Management LLC

$172 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BND VEA ITOT VTEB VWO DFAU MUB BNDX 38 stocks	$114 Million 66.78% of portfolio	21	7	6	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$44.8 Million 26.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$3.66 Million 2.14% of portfolio	1	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$2.21 Million 1.29% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO 2 stocks	$911,568 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$633,057 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$557,227 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare BMRN 1 stocks	$498,028 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NICE 1 stocks	$484,265 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$400,274 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$399,290 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$368,433 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$335,189 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PCQ 1 stocks	$332,545 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$309,125 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$300,935 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE 1 stocks	$264,216 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical KTB 1 stocks	$254,974 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$224,586 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

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.