§ 13F · FUND PROFILE
Level Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $172.0T (13F)Positions · 61Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.5T 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 FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 157K | $52.5T | 26.8% | +1% |
| 2 | BND | VANGUARD BD INDEX FDS | 422K | $31.2T | 16.0% | +3% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 341K | $21.3T | 10.9% | −3% |
| 4 | ITOT | ISHARES TR | 81K | $12.0T | 6.1% | −16% |
| 5 | VTEB | VANGUARD MUN BD FDS | 197K | $9.9T | 5.1% | +19% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 123K | $6.6T | 3.4% | −9% |
| 7 | DFAU | DIMENSIONAL ETF TRUST | 131K | $6.1T | 3.1% | −3% |
| 8 | MUB | ISHARES TR | 53K | $5.7T | 2.9% | −2% |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 114K | $5.5T | 2.8% | +11% |
| 10 | VUG | VANGUARD INDEX FDS | 8K | $4.1T | 2.1% | +362% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEVEL SIGNAL
AC read
Level Wealth Management LLC is a Other fund managing $171982.3 trillion in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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