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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Level Wealth Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Level Wealth Management LLC (CIK 2036775) reported $213.5M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($54.7M, 25.62%), BND ($36.1M, 16.90%), VEA ($23.9M, 11.20%), VTEB ($13.4M, 6.28%), ITOT ($11.6M, 5.42%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$54.7M25.62%170,460Added
2BNDVANGUARD BD INDEX FDS$36.1M16.90%490,003Added
3VEAVANGUARD TAX-MANAGED FDS$23.9M11.20%372,959Added
4VTEBVANGUARD MUN BD FDS$13.4M6.28%268,707Added
5ITOTISHARES TR$11.6M5.42%81,158Added
6VWOVANGUARD INTL EQUITY INDEX F$7.5M3.52%138,835Added
7BNDXVANGUARD CHARLOTTE FDS$6.7M3.12%138,720Added
8DFAUDIMENSIONAL ETF TRUST$5.8M2.74%129,601Trimmed
9MUBISHARES TR$5.8M2.73%54,940Added
10VBILVANGUARD INSTL INDEX FD$4.1M1.92%54,178Added
11VUGVANGUARD INDEX FDS$3.7M1.72%8,424Trimmed
12DFACDIMENSIONAL ETF TRUST$2.5M1.15%63,186Added
13BSVVANGUARD BD INDEX FDS$2.4M1.14%30,947Added
14DFAIDIMENSIONAL ETF TRUST$2.1M0.99%54,240Trimmed
15IEFAISHARES TR$2.1M0.98%23,148Added
16MSFTMICROSOFT CORP$2.0M0.95%5,471Trimmed
17VCSHVANGUARD SCOTTSDALE FDS$1.9M0.88%23,687Added
18VTVVANGUARD INDEX FDS$1.8M0.84%9,110Added
19ALBALBEMARLE CORP$1.8M0.84%9,957New
20VOOVANGUARD INDEX FDS$1.6M0.75%2,666Added
21VVISA INC$1.5M0.72%5,051Hold
22VOVANGUARD INDEX FDS$1.3M0.63%4,652Added
23VGTVANGUARD WORLD FD$1.1M0.51%1,569Trimmed
24SPEMSPDR INDEX SHS FDS$988,5880.46%21,074Added
25SPYSTATE STR SPDR S&P 500 ETF T$965,7580.45%1,481Trimmed

Source: SEC Form 13F filings · as of 2026-03-31