Level Financial Advisors, Inc. Portfolio Holdings

Level Financial Advisors, Inc.

  • $271 Million
  • Q1 2025

Level Financial Advisors, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $271 Million distributed in 85 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 $46.2M, Vanguard with a value of $24.8M, Vanguard Ftse Developed Market with a value of $20.4M, Vanguard Bd Index Fd Inc Short with a value of $14.1M, and Vanguard Sht Term Corp Bd ETF with a value of $12.6M.

Examining the 13F form we can see an increase of $19.4M in the current position value, from $252M to 271M.

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

Portfolio value $271 Million
ETFs: $243 Million
Consumer Defensive: $6.22 Million
Technology: $3.48 Million
Financial Services: $1.85 Million
Industrials: $1.77 Million
Energy: $1.64 Million
Communication Services: $1.44 Million
Consumer Cyclical: $761,000
Other: $857,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $271 Million
  • Prior Value $252 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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