Level Wealth Management LLC: 13F holdings
CIK 20367752026Q2
| Positions | 70 |
|---|
| Reported value | $249.7m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 70 (+3 vs prior quarter) |
|---|
| Reported value | $249.7m (+17.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 186,228 | $68.9m | 27.6% |
| BND VANGUARD BD INDEX FDS | 565,823 | $41.5m | 16.6% |
| VEA VANGUARD TAX-MANAGED FDS | 399,419 | $28.5m | 11.4% |
| VTEB VANGUARD MUN BD FDS | 306,836 | $15.5m | 6.2% |
| ITOT ISHARES TR | 80,941 | $13.3m | 5.3% |
| VWO VANGUARD INTL EQUITY INDEX F | 150,938 | $9.0m | 3.6% |
| BNDX VANGUARD CHARLOTTE FDS | 164,549 | $8.0m | 3.2% |
| PAVE DIMENSIONAL ETF TRUST | 128,693 | $6.7m | 2.7% |
| MUB ISHARES TR | 56,977 | $6.1m | 2.5% |
| VUG VANGUARD INDEX FDS | 50,544 | $4.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2036775")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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