Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Level Financial Advisors (CIK 1871734) reported $392.1M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($54.9M, 13.99%), VGSH ($29.9M, 7.63%), VEA ($28.9M, 7.38%), BSV ($17.8M, 4.54%), DFGR ($15.5M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $54.9M | 13.99% | 91,816 | Added |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $29.9M | 7.63% | 511,047 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $28.9M | 7.38% | 451,513 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $17.8M | 4.54% | 226,780 | Added |
| 5 | DFGR | DIMENSIONAL ETF TRUST | $15.5M | 3.95% | 582,284 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $15.4M | 3.93% | 419,389 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $14.6M | 3.73% | 184,249 | Added |
| 8 | DFIP | DIMENSIONAL ETF TRUST | $14.3M | 3.65% | 342,611 | Added |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $13.4M | 3.42% | 387,681 | Added |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | $12.2M | 3.12% | 260,329 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $10.6M | 2.71% | 24,284 | Added |
| 12 | DFLV | DIMENSIONAL ETF TRUST | $10.4M | 2.65% | 290,577 | Added |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | $10.3M | 2.63% | 214,443 | Added |
| 14 | VTV | VANGUARD INDEX FDS | $10.1M | 2.58% | 51,490 | Added |
| 15 | DFUV | DIMENSIONAL ETF TRUST | $9.4M | 2.39% | 193,167 | Trimmed |
| 16 | DFIS | DIMENSIONAL ETF TRUST | $9.1M | 2.32% | 270,057 | Added |
| 17 | AVRE | AMERICAN CENTY ETF TR | $7.6M | 1.95% | 173,245 | Added |
| 18 | VTI | VANGUARD INDEX FDS | $7.1M | 1.82% | 22,218 | Added |
| 19 | AVSC | AMERICAN CENTY ETF TR | $5.6M | 1.43% | 89,950 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $5.6M | 1.42% | 103,054 | Added |
| 21 | AVEM | AMERICAN CENTY ETF TR | $5.4M | 1.38% | 67,193 | Trimmed |
| 22 | SHYG | ISHARES TR | $5.1M | 1.30% | 120,477 | Added |
| 23 | PG | PROCTER & GAMBLE CO | $5.0M | 1.27% | 34,589 | Trimmed |
| 24 | DFSV | DIMENSIONAL ETF TRUST | $4.8M | 1.24% | 138,300 | Added |
| 25 | DFAT | DIMENSIONAL ETF TRUST | $4.3M | 1.10% | 69,063 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31