§ 13F · FUND PROFILE
Level Financial Advisors.
AUM · $448M (13F)Positions · 95Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 94K | $65M | 14.4% | +2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 486K | $35M | 7.7% | +8% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 533K | $31M | 6.9% | +4% |
| 4 | BSV | VANGUARD BD INDEX FDS | 238K | $19M | 4.1% | +5% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 436K | $18M | 4.1% | +4% |
| 6 | DFGR | DIMENSIONAL ETF TRUST | 618K | $18M | 4.0% | +6% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 404K | $16M | 3.7% | +4% |
| 8 | VUG | VANGUARD INDEX FDS | 177K | $15M | 3.4% | +628% |
| 9 | DFIP | DIMENSIONAL ETF TRUST | 363K | $15M | 3.3% | +6% |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 188K | $15M | 3.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEVEL SIGNAL
AC read
Level Financial Advisors is a Other fund managing $448 million in assets. The fund runs a portfolio of 95 positions.
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