§ 13F · FUND PROFILE
Level Financial Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $321.4T (13F)Positions · 90Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$378.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 91K | $56.9T | 15.0% | NEW |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 501K | $29.4T | 7.8% | NEW |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 434K | $27.1T | 7.2% | NEW |
| 4 | BSV | VANGUARD BD INDEX FDS | 210K | $16.5T | 4.4% | NEW |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 405K | $15.4T | 4.1% | NEW |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 179K | $14.3T | 3.8% | NEW |
| 7 | DFGR | DIMENSIONAL ETF TRUST | 530K | $14.0T | 3.7% | NEW |
| 8 | DFIP | DIMENSIONAL ETF TRUST | 320K | $13.3T | 3.5% | NEW |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 361K | $11.9T | 3.2% | NEW |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | 237K | $11.2T | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEVEL SIGNAL
AC read
Level Financial Advisors is a Other fund managing $321389.9 trillion in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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