§ 13F · FUND PROFILE
Level Financial Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $321M (13F)Positions · 90Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 92K | $55M | 14.0% | +1% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 511K | $30M | 7.6% | +2% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 452K | $29M | 7.4% | +4% |
| 4 | BSV | VANGUARD BD INDEX FDS | 227K | $18M | 4.5% | +8% |
| 5 | DFGR | DIMENSIONAL ETF TRUST | 582K | $15M | 3.9% | +10% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 419K | $15M | 3.9% | +3% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 184K | $15M | 3.7% | +3% |
| 8 | DFIP | DIMENSIONAL ETF TRUST | 343K | $14M | 3.6% | +7% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 388K | $13M | 3.4% | +7% |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | 260K | $12M | 3.1% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEVEL SIGNAL
AC read
Level Financial Advisors is a Other fund managing $321 million in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed