Level Wealth Management LLC Portfolio Holdings

Level Wealth Management LLC

  • $172 Billion
  • Q2 2025

Level Wealth Management LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $44.8B, Vanguard Bd Index Fd Inc Total with a value of $27.8B, Vanguard Ftse Developed Market with a value of $18.7B, Ishares Core S&P Total U.S. St with a value of $13B, and Vanguard Mun Bd Fds Tax Exempt with a value of $7.3B.

Examining the 13F form we can see an increase of $19.2B in the current position value, from $153B to 172B.

Level Wealth Management LLC is based out at Greensboro, NC

Below you can find more details about Level Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $159 Billion
Technology: $5.48 Billion
Financial Services: $2.94 Billion
Consumer Cyclical: $1.18 Billion
Utilities: $912 Million
Healthcare: $762 Million
Consumer Defensive: $557 Million
Industrials: $309 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$2.84 Billion 1.65% of portfolio
5,708
Q2 2025 Reduced 0.97%
$551B
$1.79 Billion 1.04% of portfolio
5,051
Q2 2025 Reduced 8.13%
$684B
$824 Million 0.48% of portfolio
3,768
Q2 2025 New
$3.69T
$633 Million 0.37% of portfolio
3,086
Q2 2025 Reduced 3.59%
$306B
$557 Million 0.32% of portfolio
7,876
Q4 2024 New
$548B
$416 Million 0.24% of portfolio
741
Q2 2025 Reduced 2.5%
$621B
$400 Million 0.23% of portfolio
824
Q2 2025 Reduced 0.12%
$2.26T
$399 Million 0.23% of portfolio
1,820
Q2 2025 Reduced 4.66%
$456B
$368 Million 0.21% of portfolio
2,332
Q2 2025 Reduced 11.5%
$210B
$335 Million 0.19% of portfolio
1,137
Q2 2025 Reduced 1.9%
$306B
$309 Million 0.18% of portfolio
1,201
Q2 2025 Reduced 7.69%
$222B
$301 Million 0.17% of portfolio
1,030
Q4 2024 New
$1.08T
$225 Million 0.13% of portfolio
707
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $172 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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