Level Financial Advisors, Inc. Reduced Holdings in Q2 2025

Level Financial Advisors, Inc.

  • $297 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-7.65K
- 6.4%
$40.82 - $43.14 $312K - $330K
112K $4.83M
AAPL
Apple Inc.

Technology
-228
- 2.58%
$172.42 - $223.89 $39.3K - $51K
8.61K $1.77M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.76K
- 45.72%
$48.13 - $49.85 $181K - $187K
4.46K $218K
VGSH
Vanguard

ETFs
-3.6K
- 0.85%
$58.32 - $58.95 $210K - $212K
419K $24.6M
REET
Ishares Global Reit ETF

ETFs
-7.65K
- 15.46%
$21.59 - $25.16 $165K - $193K
41.8K $1.03M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.55K
- 3.87%
$49.57 - $50.27 $76.6K - $77.7K
38.4K $1.93M
LLY
Eli Lilly & CO

Healthcare
-2
- 0.43%
$713.71 - $898.95 $1.43K - $1.8K
458 $357K
NOC
Northrop Grumman Corp

Industrials
-23
- 2.85%
$456.3 - $540.39 $10.5K - $12.4K
783 $391K
VNQ
Vanguard Specialized Funds Van

ETFs
-125
- 1.99%
$79.79 - $91.42 $9.97K - $11.4K
6.16K $548K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-794
- 2.15%
$24.66 - $25.17 $19.6K - $20K
36.2K $910K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-271
- 1.5%
$61.25 - $63.4 $16.6K - $17.2K
17.8K $1.13M
DFSB
Dimensional ETF Tr Dimensional
-593
- 6.71%
N/A
8.24K $0
VBR
Vanguard Small Cap Value ETF

ETFs
-216
- 3.59%
$162.76 - $195.77 $35.2K - $42.3K
5.8K $1.13M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.25K
- 12.53%
$104.23 - $134.39 $235K - $303K
15.7K $2.11M
MTB
M&T Bank Corp

Financial Services
-3
- 0.17%
$156.58 - $193.99 $470 - $582
1.74K $337K
AVDV
American Centy ETF Tr Avantis

ETFs
-530
- 5.02%
$61.76 - $79.32 $32.7K - $42K
10K $794K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-436
- 4.14%
$152.42 - $182.82 $66.5K - $79.7K
10.1K $1.84M
DFIV
Dimensional ETF Tr

ETFs
-146
- 0.69%
$34.67 - $43.21 $5.06K - $6.31K
21K $898K
IWC
Russell Micro Cap ETF

ETFs
-740
- 7.32%
$97.43 - $127.66 $72.1K - $94.5K
9.37K $1.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.93K
- 2.68%
$44.8 - $53.97 $86.3K - $104K
70.1K $3.78M
META
Meta Platforms, Inc.

Communication Services
-18
- 2.33%
$484.66 - $738.09 $8.72K - $13.3K
756 $557K
NFLX
Netflix Inc

Communication Services
-15
- 3.89%
$855.86 - $1339.13 $12.8K - $20.1K
371 $496K
SPY
Spdr S&P 500 ETF Trust

ETFs
-122
- 3.09%
$496.48 - $617.85 $60.6K - $75.4K
3.83K $2.36M
AVRE
American Centy ETF Tr Avantis
-644
- 0.41%
$38.75 - $44.92 $25K - $28.9K
157K $6.94M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-397
- 0.2%
$36.25 - $42.28 $14.4K - $16.8K
200K $8.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.34K
- 1.48%
$456.74 - $568.03 $612K - $762K
89K $50.6M
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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