Loading…
CIK 0001871734 • 6 13F filings • Apr 10, 2025 – Jul 15, 2026
Import this data to Google Sheets with:
=jivedata("level-financial-advisors-0001871734-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $752K | 0.2%Prev: 0.1% | 2,616 SH | Increased-121 SH |
| ALPHABET INC | CAP STK CL C | $337K | 0.1%Prev: 0.1% | 1,175 SH | Increased-185 SH |
| AMAZON COM INC | COM | $603K | 0.2%Prev: 0.2% | 2,896 SH | Increased+43 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.4M | 1.4%Prev: 1.4% | 67,193 SH | Increased+642 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $411K | 0.1%Prev: 0.1% | 6,172 SH | Increased+570 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $5.6M | 1.4%Prev: 1.0% | 89,950 SH | Increased+29,078 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.7M | 0.7%Prev: 0.6% | 32,220 SH | Increased+7,321 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $992K | 0.3%Prev: 0.3% | 9,931 SH | Increased-617 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $7.6M | 1.9%Prev: 2.3% | 173,245 SH | Increased+15,514 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $567K | 0.1%Prev: 0.1% | 7,031 SH | Increased+1,615 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.3M | 0.8%Prev: 0.8% | 29,591 SH | Increased+3,534 SH |
| APPLE INC | COM | $2.2M | 0.6%Prev: 0.7% | 8,498 SH | Increased-341 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $949K | 0.2%Prev: 0.4% | 1,980 SH | Decreased-140 SH |
| BOEING CO | COM | $214K | 0.1% | 1,074 SH | New |
| CHEVRON CORPORATION | COM | $268K | 0.1% | 1,296 SH | New |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $386K | 0.1% | 7,352 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $365K | 0.1%Prev: 0.1% | 8,621 SH | Increased+1,242 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.4M | 3.4%Prev: 2.3% | 387,681 SH | Increased+135,782 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $3.2M | 0.8%Prev: 1.0% | 93,700 SH | Increased-15,176 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $15.5M | 3.9%Prev: 3.7% | 582,284 SH | Increased+170,656 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $520K | 0.1%Prev: 0.2% | 10,059 SH | Increased+1,225 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $14.3M | 3.6%Prev: 2.7% | 342,611 SH | Increased+155,358 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $1.5M | 0.4%Prev: 0.3% | 34,679 SH | Increased+7,806 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.1M | 0.3%Prev: 0.3% | 19,957 SH | Increased-1,170 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $9.1M | 2.3%Prev: 1.5% | 270,057 SH | Increased+98,512 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $277K | 0.1% | 5,775 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $15.4M | 3.9%Prev: 4.0% | 419,389 SH | Increased+59,931 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $10.4M | 2.6%Prev: 2.2% | 290,577 SH | Increased+74,669 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $9.4M | 2.4%Prev: 2.8% | 193,167 SH | Increased-6,921 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $4.8M | 1.2%Prev: 0.9% | 138,300 SH | Increased+46,075 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.8M | 0.7%Prev: 0.7% | 68,101 SH | Increased+10,106 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.3M | 1.1%Prev: 1.3% | 69,063 SH | Increased-2,970 SH |
| ELI LILLY & CO | COM | $411K | 0.1%Prev: 0.1% | 447 SH | Increased-13 SH |
| EXXON MOBIL CORP | COM | $462K | 0.1%Prev: 0.5% | 2,721 SH | Decreased-8,889 SH |
| GE AEROSPACE | COM NEW | $240K | 0.1% | 847 SH | New |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $213K | 0.1%Prev: 0.1% | 4,041 SH | Decreased |
| HOME DEPOT INC | COM | $247K | 0.1%Prev: 0.1% | 750 SH | Increased+152 SH |
| ISHARES TR | 0-5YR HI YL CP | $5.1M | 1.3%Prev: 1.7% | 120,477 SH | Increased+879 SH |
| ISHARES TR | CORE INTL AGGR | $285K | 0.1%Prev: 0.1% | 5,700 SH | Increased+209 SH |
| ISHARES TR | CORE S&P TTL STK | $472K | 0.1%Prev: 0.1% | 3,316 SH | Increased+6 SH |
| ISHARES TR | CORE S&P500 ETF | $582K | 0.1%Prev: 0.2% | 892 SH | Increased-38 SH |
| ISHARES TR | ESG AW MSCI EAFE | $750K | 0.2%Prev: 0.3% | 7,843 SH | Increased-1,224 SH |
| ISHARES TR | ESG AWR MSCI USA | $310K | 0.1%Prev: 0.2% | 2,191 SH | Decreased-2,242 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $873K | 0.2%Prev: 0.3% | 34,847 SH | Decreased-2,133 SH |
| ISHARES TR | GLOBAL REIT ETF | $1.0M | 0.3%Prev: 0.4% | 40,084 SH | Decreased-9,409 SH |
| ISHARES TR | GNMA BOND ETF | $244K | 0.1%Prev: 0.1% | 5,504 SH | Decreased-93 SH |
| ISHARES TR | MICRO-CAP ETF | $1.6M | 0.4%Prev: 0.4% | 9,932 SH | Increased-176 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.0M | 0.5%Prev: 0.6% | 10,257 SH | Increased-269 SH |
| ISHARES TR | NEW YORK MUN ETF | $1.7M | 0.4%Prev: 0.6% | 32,800 SH | Decreased-2,837 SH |
| JPMORGAN CHASE & CO | COM | $661K | 0.2% | 2,247 SH | New |
| LAM RESEARCH CORP | COM NEW | $1.5M | 0.4% | 7,052 SH | New |
| LINDE PLC | SHS | $1.5M | 0.4% | 2,937 SH | New |
| M & T BK CORP | COM | $350K | 0.1%Prev: 0.1% | 1,692 SH | Increased-52 SH |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $1.1M | 0.3%Prev: 0.3% | 103,622 SH | Increased+7,308 SH |
| META PLATFORMS INC | CL A | $466K | 0.1%Prev: 0.2% | 814 SH | Increased+40 SH |
| MICROSOFT CORP | COM | $830K | 0.2%Prev: 0.3% | 2,242 SH | Decreased-418 SH |
| NETFLIX INC. | COM | $358K | 0.1% | 3,720 SH | New |
| NEXTERA ENERGY INC | COM | $603K | 0.2%Prev: 0.2% | 6,494 SH | Increased-256 SH |
| NORTHROP GRUMMAN CORP | COM | $523K | 0.1%Prev: 0.1% | 767 SH | Increased-39 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.3%Prev: 0.2% | 6,134 SH | Increased+1,378 SH |
| PROCTER & GAMBLE CO | COM | $5.0M | 1.3% | 34,589 SH | New |
| PUTNAM ETF TRUST | FRANKLIN NY MUNI | $118K | 0.0% | 15,162 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.2M | 0.3% | 1,884 SH | New |
| TESLA INC | COM | $239K | 0.1% | 642 SH | New |
| UNITED PARCEL SVCS INC | CL B | $1.2M | 0.3% | 12,382 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $3.1M | 0.8%Prev: 0.5% | 40,206 SH | Increased+21,654 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $3.7M | 0.9%Prev: 1.0% | 53,643 SH | Increased+10,851 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $17.8M | 4.5%Prev: 4.8% | 226,780 SH | Increased+46,425 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $10.3M | 2.6%Prev: 2.0% | 214,443 SH | Increased+96,744 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $10.6M | 2.7%Prev: 1.6% | 24,284 SH | Increased+11,710 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $219K | 0.1% | 1,186 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $247K | 0.1%Prev: 0.2% | 2,781 SH | Decreased-3,504 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $54.9M | 14.0%Prev: 15.8% | 91,816 SH | Increased+1,430 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.0M | 0.3%Prev: 0.4% | 4,609 SH | Decreased-1,405 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.5M | 0.6%Prev: 0.4% | 9,503 SH | Increased+4,580 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.1M | 1.8%Prev: 1.8% | 22,218 SH | Increased+3,284 SH |
| VANGUARD INDEX FDS | VALUE ETF | $10.1M | 2.6%Prev: 2.3% | 51,490 SH | Increased+12,781 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.6M | 1.4%Prev: 1.1% | 103,054 SH | Increased+32,860 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.0M | 0.5%Prev: 0.7% | 13,970 SH | Decreased-4,004 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.8M | 0.5%Prev: 0.7% | 35,353 SH | Decreased-4,552 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $238K | 0.1%Prev: 0.1% | 4,771 SH | Decreased-3,445 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $12.2M | 3.1%Prev: 3.1% | 260,329 SH | Increased+64,177 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $29.9M | 7.6%Prev: 8.4% | 511,047 SH | Increased+88,281 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $14.6M | 3.7%Prev: 4.3% | 184,249 SH | Increased+24,508 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $502K | 0.1% | 4,574 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $203K | 0.1% | 2,162 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $264K | 0.1%Prev: 0.1% | 1,228 SH | Increased+110 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $28.9M | 7.4%Prev: 6.9% | 451,513 SH | Increased+53,226 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $232K | 0.1%Prev: 0.1% | 2,292 SH | Increased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $284K | 0.1%Prev: 0.1% | 3,965 SH | Increased-647 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $1.6M | 0.4%Prev: 0.4% | 25,562 SH | Increased+7,485 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $474K | 0.1%Prev: 0.1% | 4,225 SH | Increased+2 SH |
| 13F-HR |
| 0001871734-25-000006 |
| $354.8M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001871734-26-000003 | $447.5M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001871734-25-000003 | $321.4M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001871734-26-000002 | $392.1M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001871734-25-000002 | $294.1M | View |