Level Financial Advisors

CIK 0001871734 • 6 13F filings • Apr 10, 2025 – Jul 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $354.8M94 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$674K	0.2%Prev: 0.2%	2,775 SH	Decreased+148 SH
ALPHABET INC	CAP STK CL C	$341K	0.1%Prev: 0.1%	1,400 SH	Increased+498 SH
AMAZON COM INC	COM	$626K	0.2%Prev: 0.2%	2,849 SH	Decreased-46 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.0M	1.4%Prev: 1.4%	67,225 SH	Decreased+1,103 SH
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$357K	0.1%	5,611 SH	New
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$4.2M	1.2%	73,444 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.3M	0.7%Prev: 0.6%	29,763 SH	Decreased-2,618 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$882K	0.2%Prev: 0.2%	9,911 SH	Decreased-121 SH
AMERICAN CENTY ETF TR	REAL ESTATE ETF	$7.3M	2.1%Prev: 1.8%	164,072 SH	Decreased-9,090 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$509K	0.1%Prev: 0.1%	7,046 SH	Decreased-210 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$2.9M	0.8%Prev: 0.8%	29,538 SH	Decreased+349 SH
APPLE INC	COM	$2.2M	0.6%Prev: 0.5%	8,605 SH	Decreased+198 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.3%Prev: 0.2%	2,123 SH	Increased+599 SH
BOEING CO	COM	$234K	0.1%	1,082 SH	New
CHEVRON CORP NEW	COM	$371K	0.1%	2,391 SH	New
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$338K	0.1%	8,231 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$10.1M	2.8%Prev: 3.7%	313,736 SH	Decreased-90,506 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.2M	0.9%Prev: 0.8%	99,954 SH	Decreased+11,640 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$12.8M	3.6%Prev: 4.0%	469,132 SH	Decreased-148,985 SH
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$459K	0.1%Prev: 0.2%	8,624 SH	Decreased-6,760 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$12.0M	3.4%Prev: 3.3%	284,722 SH	Decreased-77,903 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.2M	0.3%Prev: 0.4%	29,980 SH	Decreased-5,084 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$971K	0.3%Prev: 0.2%	21,061 SH	Decreased+1,161 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$7.4M	2.1%Prev: 2.2%	232,628 SH	Decreased-53,948 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$277K	0.1%Prev: 0.1%	5,775 SH	Decreased
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$14.5M	4.1%	385,198 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$8.0M	2.3%	243,617 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$8.8M	2.5%Prev: 2.3%	197,843 SH	Decreased+7,633 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.4M	1.0%	108,269 SH	New
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.9M	0.8%Prev: 0.7%	67,576 SH	Decreased+269 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.1M	1.2%Prev: 1.1%	70,724 SH	Decreased+1,422 SH
ELI LILLY & CO	COM	$349K	0.1%Prev: 0.1%	458 SH	Decreased+11 SH
EXXON MOBIL CORP	COM	$816K	0.2%Prev: 0.1%	7,236 SH	Increased+4,515 SH
GE AEROSPACE	COM NEW	$259K	0.1%Prev: 0.1%	860 SH	Decreased+13 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$363K	0.1%	4,041 SH	New
HOME DEPOT INC	COM	$243K	0.1%Prev: 0.1%	601 SH	Decreased-144 SH
INTERNATIONAL BUSINESS MACHS	COM	$277K	0.1%	981 SH	New
INVESCO QQQ TR	UNIT SER 1	$638K	0.2%Prev: 0.1%	1,062 SH	Increased+700 SH
ISHARES TR	0-5YR HI YL CP	$5.0M	1.4%Prev: 1.2%	115,380 SH	Decreased-7,240 SH
ISHARES TR	CORE INTL AGGR	$290K	0.1%Prev: 0.1%	5,666 SH	Increased-34 SH
ISHARES TR	CORE S&P TTL STK	$483K	0.1%Prev: 0.1%	3,313 SH	Decreased-5 SH
ISHARES TR	CORE S&P500 ETF	$599K	0.2%Prev: 0.1%	896 SH	Decreased+4 SH
ISHARES TR	CORE US AGGBD ET	$759K	0.2%	7,570 SH	New
ISHARES TR	ESG AW MSCI EAFE	$729K	0.2%Prev: 0.2%	7,843 SH	Decreased+192 SH
ISHARES TR	ESG AWR MSCI USA	$319K	0.1%Prev: 0.1%	2,191 SH	Decreased
ISHARES TR	ESG AWRE 1 5 YR	$874K	0.2%Prev: 0.2%	34,529 SH	Decreased-733 SH
ISHARES TR	ESG AWRE USD ETF	$218K	0.1%Prev: 0.1%	9,260 SH	Decreased-11,188 SH
ISHARES TR	GLOBAL REIT ETF	$1.1M	0.3%Prev: 0.2%	44,717 SH	Increased+5,212 SH
ISHARES TR	GNMA BOND ETF	$247K	0.1%Prev: 0.1%	5,573 SH	Increased+69 SH
ISHARES TR	MICRO-CAP ETF	$1.5M	0.4%Prev: 0.4%	9,971 SH	Decreased+202 SH
ISHARES TR	MSCI USA QLT FCT	$1.9M	0.5%Prev: 0.5%	9,513 SH	Decreased-744 SH
ISHARES TR	NEW YORK MUN ETF	$1.9M	0.5%Prev: 0.4%	36,077 SH	Increased+3,893 SH
JPMORGAN CHASE & CO.	COM	$897K	0.3%	2,845 SH	New
LAM RESEARCH CORP	COM NEW	$953K	0.3%Prev: 0.7%	7,116 SH	Decreased+64 SH
M & T BK CORP	COM	$334K	0.1%Prev: 0.1%	1,688 SH	Decreased-5 SH
MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$1.0M	0.3%Prev: 0.3%	98,159 SH	Decreased-4,740 SH
MASTERCARD INCORPORATED	CL A	$687K	0.2%	1,207 SH	New
META PLATFORMS INC	CL A	$555K	0.2%Prev: 0.1%	756 SH	Increased-46 SH
MICROSOFT CORP	COM	$1.4M	0.4%Prev: 0.2%	2,688 SH	Increased+446 SH
NETFLIX INC	COM	$445K	0.1%	371 SH	New
NEXTERA ENERGY INC	COM	$489K	0.1%Prev: 0.1%	6,484 SH	Decreased-10 SH
NORTHROP GRUMMAN CORP	COM	$477K	0.1%Prev: 0.1%	783 SH	Increased+16 SH
NVIDIA CORPORATION	COM	$881K	0.2%Prev: 0.3%	4,721 SH	Decreased-1,406 SH
PROCTER AND GAMBLE CO	COM	$5.6M	1.6%	36,663 SH	New
SCHWAB STRATEGIC TR	1 5YR CORP BD	$441K	0.1%	17,685 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.5M	0.7%	3,809 SH	New
TESLA INC	COM	$300K	0.1%Prev: 0.1%	674 SH	Increased+32 SH
UNITED PARCEL SERVICE INC	CL B	$1.0M	0.3%	12,382 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$2.1M	0.6%Prev: 0.7%	26,311 SH	Decreased-15,587 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$3.6M	1.0%Prev: 0.8%	50,229 SH	Increased-852 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$15.6M	4.4%Prev: 4.1%	197,233 SH	Decreased-40,646 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$7.8M	2.2%Prev: 2.8%	156,812 SH	Decreased-99,157 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.9M	2.5%Prev: 3.4%	18,462 SH	Decreased-158,445 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$207K	0.1%Prev: 0.1%	1,185 SH	Decreased-2 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$562K	0.2%Prev: 0.1%	6,144 SH	Increased+3,613 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$54.5M	15.4%Prev: 14.4%	89,025 SH	Decreased-4,921 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.2M	0.3%Prev: 0.2%	5,737 SH	Increased+1,184 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.9M	0.5%Prev: 0.7%	7,293 SH	Decreased-3,738 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.9M	1.9%Prev: 1.8%	21,036 SH	Decreased-1,044 SH
VANGUARD INDEX FDS	VALUE ETF	$8.6M	2.4%Prev: 2.9%	46,203 SH	Decreased-13,160 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.8M	1.3%Prev: 1.6%	87,761 SH	Decreased-30,448 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.2M	0.6%Prev: 0.5%	15,437 SH	Increased+1,725 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.9M	0.5%Prev: 0.4%	38,476 SH	Increased+3,457 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$239K	0.1%Prev: 0.1%	4,771 SH	Decreased
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$10.2M	2.9%Prev: 3.0%	217,673 SH	Decreased-69,582 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$26.3M	7.4%Prev: 6.9%	446,325 SH	Decreased-86,587 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$13.5M	3.8%Prev: 3.3%	168,898 SH	Decreased-19,551 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$252K	0.1%Prev: 0.1%	2,090 SH	Decreased-2,449 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$241K	0.1%Prev: 0.1%	1,118 SH	Decreased-110 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$24.6M	6.9%Prev: 7.7%	411,093 SH	Decreased-74,613 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$234K	0.1%Prev: 0.1%	2,292 SH	Increased
VANGUARD WORLD FD	ESG INTL STK ETF	$320K	0.1%Prev: 0.1%	4,612 SH	Decreased+647 SH
VANGUARD WORLD FD	ESG US CORP BD	$1.2M	0.3%Prev: 0.3%	19,178 SH	Decreased-2,283 SH
VANGUARD WORLD FD	ESG US STK ETF	$500K	0.1%Prev: 0.1%	4,225 SH	Decreased

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $505K
AMERICAN CENTY ETF TR — $6.8M
CHEVRON CORPORATION — $216K
DIMENSIONAL ETF TRUST — $426K
DIMENSIONAL ETF TRUST — $696K
DIMENSIONAL ETF TRUST — $18.2M
DIMENSIONAL ETF TRUST — $12.0M
DIMENSIONAL ETF TRUST — $5.6M
GE VERNOVA INC — $261K
ISHARES TR — $739K
JPMORGAN CHASE & CO — $711K
LINDE PLC — $1.3M
MOOG INC — $248K
NETFLIX INC. — $266K
PROCTER & GAMBLE CO — $5.1M
PUTNAM ETF TRUST — $121K
STATE STR SPDR S&P 500 ETF T — $1.3M
UNITED PARCEL SVCS INC — $1.3M
VANGUARD SCOTTSDALE FDS — $230K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001871734-26-000005	—	View
Jan 26, 2026	Q4 2025	13F-HR	0001871734-26-000001	$378.2M	View
Oct 15, 2025	Q3 2025