Level Financial Advisors, Inc. Portfolio Holdings

Level Financial Advisors, Inc.

  • $327 Million
  • Q3 2025

Level Financial Advisors, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $327 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $54.5M, Vanguard with a value of $26.3M, Vanguard Ftse Developed Market with a value of $24.6M, Vanguard Bd Index Fd Inc Short with a value of $15.6M, and Dimensional ETF Tr Dimensional with a value of $14.5M.

Examining the 13F form we can see an increase of $29.2M in the current position value, from $297M to 327M.

Below you can find more details about Level Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $327 Million
ETFs: $294 Million
Consumer Defensive: $5.63 Million
Technology: $4.74 Million
Financial Services: $2.98 Million
Communication Services: $2.01 Million
Industrials: $2 Million
Energy: $1.19 Million
Consumer Cyclical: $1.17 Million
Other: $838,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $327 Million
  • Prior Value $297 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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