Level Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Level Wealth Management LLC held in its portfolio 60 assets valued at $195,543,445 (i.e. $195.54M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($52.48M), VANGUARD BD INDEX FDS ($31.24M), and VANGUARD TAX-MANAGED FDS ($21.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Level Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 156530 | 52479887 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 421702 | 31235472 | TOTAL BND MRKT |
| VANGUARD TAX-MANAGED FDS | 340571 | 21275483 | VAN FTSE DEV MKT |
| ISHARES TR | 80671 | 11994926 | CORE S&P TTL STK |
| VANGUARD MUN BD FDS | 196542 | 9884093 | TAX EXEMPT BD |
| VANGUARD INTL EQUITY INDEX F | 123451 | 6636701 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 130922 | 6127134 | US CORE EQT MKT |
| ISHARES TR | 53085 | 5685934 | NATIONAL MUN ETF |
| VANGUARD CHARLOTTE FDS | 113693 | 5493624 | TOTAL INT BD ETF |
| VANGUARD INDEX FDS | 8494 | 4143969 | GROWTH ETF |
| VANGUARD INSTL INDEX FD | 51218 | 3863376 | 0-3 MO TREAS BIL |
| MICROSOFT CORP | 5473 | 2646926 | COM |
| VANGUARD BD INDEX FDS | 30265 | 2385168 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 56801 | 2164679 | INTL CORE EQT MK |
| ISHARES TR | 22725 | 2032978 | CORE MSCI EAFE |
| DIMENSIONAL ETF TRUST | 50789 | 2010725 | US CORE EQUITY 2 |
| VANGUARD SCOTTSDALE FDS | 23469 | 1871158 | SHRT TRM CORP BD |
| VISA INC | 5051 | 1771436 | COM CL A |
| VANGUARD INDEX FDS | 2664 | 1670741 | S&P 500 ETF SHS |
| SPDR S&P 500 ETF TR | 2123 | 1452224 | TR UNIT |
| VANGUARD WORLD FD | 1766 | 1330812 | INF TECH ETF |
| VANGUARD INDEX FDS | 6560 | 1252894 | VALUE ETF |
| VANGUARD INDEX FDS | 3608 | 1047114 | MID CAP ETF |
| SPDR INDEX SHS FDS | 20959 | 981098 | PORTFOLIO EMG MK |
| SCHWAB STRATEGIC TR | 30900 | 847590 | US DIVIDEND EQ |
| APPLE INC | 3049 | 828822 | COM |
| DIMENSIONAL ETF TRUST | 22538 | 734075 | EMGR CRE EQT MNG |
| ORACLE CORP | 3304 | 643983 | COM |
| ISHARES TR | 4876 | 601075 | S&P 500 GRWT ETF |
| COCA COLA CO | 7876 | 550611 | COM |
| DUKE ENERGY CORP NEW | 4684 | 549014 | COM NEW |
| VANGUARD WHITEHALL FDS | 4912 | 442066 | INTL HIGH ETF |
| MASTERCARD INCORPORATED | 741 | 423022 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 824 | 414184 | CL B NEW |
| ISHARES TR | 1930 | 409282 | S&P 500 VAL ETF |
| BIOMARIN PHARMACEUTICAL INC | 6880 | 408878 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4263 | 394377 | CAP STRENGTH ETF |
| VANGUARD SPECIALIZED FUNDS | 1774 | 389833 | DIV APP ETF |
| VANGUARD STAR FDS | 4937 | 372459 | VG TL INTL STK F |
| SOUTHERN CO | 4175 | 364092 | COM |
| ISHARES TR | 5514 | 363930 | CORE S&P MCP ETF |
| ISHARES TR | 2942 | 353544 | CORE S&P SCP ETF |
| NVIDIA CORPORATION | 1877 | 350061 | COM |
| SCHWAB STRATEGIC TR | 13205 | 346367 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 10218 | 334420 | WORLD EX US CORE |
| ISHARES TR | 6572 | 320385 | CORE 1 5 YR USD |
| TESLA INC | 707 | 317952 | COM |
| MCDONALDS CORP | 1030 | 314799 | COM |
| ISHARES TR | 452 | 309726 | CORE S&P500 ETF |
| GE AEROSPACE | 966 | 297905 | COM NEW |
| INVESCO QQQ TR | 464 | 285250 | UNIT SER 1 |
| GE VERNOVA INC | 435 | 284303 | COM |
| INTERNATIONAL BUSINESS MACHS | 917 | 271625 | COM |
| FIDELITY COVINGTON TRUST | 4344 | 246250 | HIGH DIVID ETF |
| AMAZON COM INC | 1040 | 240053 | COM |
| VANGUARD WORLD FD | 1973 | 238687 | ESG US STK ETF |
| DIMENSIONAL ETF TRUST | 6722 | 231644 | INTL CORE EQUITY |
| JOHNSON & JOHNSON | 1025 | 212208 | COM |
| VANGUARD WHITEHALL FDS | 1467 | 210516 | HIGH DIV YLD |
| PEPSICO INC | 1393 | 201905 | COM |
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