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CIK: 0001871734
Total reported value
$447.5M
$447.5M
85 檔
26.4%
During the Q1 2025 filing period, Level Financial Advisors (CIK: 0001871734) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $447.5M across 85 reported positions.
During Q1 2025, Level Financial Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.79% | +0.43% | -0.03% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 8.44% | -0.70% | +1.77% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.88% | +0.35% | +5.17% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.80% | -0.40% | +2.15% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.29% | -0.40% | +0.03% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.05% | +0.13% | +3.76% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.67% | +0.05% | +9.93% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.09% | -0.12% | +1.34% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.80% | -0.05% | -0.06% | |
| 10 | DFIP | Dimensional Inflation-protec | ETF-Other | 2.68% | -0.31% | +14.86% | |
| 11 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.31% | -0.12% | +3.03% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.27% | +0.31% | +47.59% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.27% | +0.25% | +10.86% | |
| 14 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.24% | +0.02% | +9.71% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.11% | -0.14% | — | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.95% | +0.14% | +9.63% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.77% | +0.01% | -0.13% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.73% | -0.14% | +0.83% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.59% | +0.70% | +20.79% | |
| 20 | DFIS | Dimensional International Sm | ETF-Other | 1.51% | -0.08% | +16.87% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.36% | +0.05% | +6.66% | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 1.26% | -0.02% | -0.66% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.08% | +0.16% | +12.94% | |
| 24 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.02% | -0.15% | +128.60% | |
| 25 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.00% | +0.09% | +4.30% | |
| 26 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.96% | -0.02% | -3.22% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.88% | +0.01% | +13.45% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.77% | -0.02% | +4.72% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | -0.01% | +448.19% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.71% | -0.05% | -6.74% | |
| 31 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.71% | -0.01% | -0.84% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.68% | -0.06% | -2.49% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.67% | -0.01% | -1.59% | |
| 34 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.64% | -0.05% | -6.45% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.61% | — | -0.24% | |
| 36 | AVDE | Avantis International Equity | ETF-Other | 0.56% | -0.05% | +9.92% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.48% | -0.07% | -7.23% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.04% | +1.49% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.46% | -0.02% | — | |
| 40 | REET | Ishares Global Reit ETF | ETF-Other | 0.41% | -0.02% | -2.88% | |
| 41 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.39% | -0.11% | +3.69% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.07% | +33.84% | |
| 43 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.38% | +0.04% | -0.66% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.38% | -0.01% | -3.31% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | +0.12% | +24.89% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | +11.76% | |
| 47 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.33% | -0.01% | +0.20% | |
| 48 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.32% | -0.03% | +2.06% | |
| 49 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.31% | -0.02% | -0.74% | |
| 50 | DFIV | Dimensional International Va | ETF-Other | 0.28% | -0.03% | -0.34% |
According to official SEC Form 13F filings, Level Financial Advisors reported a total U.S. public equity portfolio value of $447.5M across 85 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VGSH, VEA) accounted for 26.4% of total reported equity market value during Q1 2025.
During Q1 2025, Level Financial Advisors's top holdings by market value included VOO (15.8%)、VGSH (8.4%)、VEA (6.9%). The largest single position, VOO, represented 15.8% of total portfolio value.
In Q1 2025, Level Financial Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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