Level Wealth Management LLC
Level Wealth Management LLC reported 70 positions worth $249.7M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VTI (27.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $68.9M | 27.60% | 186,228 | — | — | |
| ▸ 2 | BND | SH | $41.5M | 16.64% | 565,823 | — | — | |
| ▸ 3 | VEA | SH | $28.5M | 11.40% | 399,419 | — | — | |
| ▸ 4 | VTEB | SH | $15.5M | 6.22% | 306,836 | — | — | |
| ▸ 5 | ITOT | SH | $13.3M | 5.33% | 80,941 | — | — | |
| ▸ 6 | VWO | SH | $9.0M | 3.61% | 150,938 | — | — | |
| ▸ 7 | BNDX | SH | $8.0M | 3.19% | 164,549 | — | — | |
| ▸ 8 | DFAU | SH | $6.7M | 2.66% | 128,693 | — | — | |
| ▸ 9 | MUB | SH | $6.1M | 2.46% | 56,977 | — | — | |
| ▸ 10 | VUG | SH | $4.4M | 1.74% | 50,544 | — | — |
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Frequently Asked Questions
What stocks does Level Wealth Management LLC hold as of Q2 2026?
Level Wealth Management LLC reported 70 positions worth $249.7M in its Q2 2026 13F filing. Largest positions: VTI (27.6%), BND (16.6%), VEA (11.4%), VTEB (6.2%) and ITOT (5.3%).
What did Level Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Level Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.