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CIK: 0001871734
Total reported value
$447.5M
$447.5M
95 檔
32.5%
During the Q4 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 95 reported positions.
In Q4 2025, Level Financial Advisors displayed an active expansion posture, initiating 2 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.04% | +0.43% | +1.87% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 7.78% | -0.70% | +12.21% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.17% | +0.35% | +5.61% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.37% | -0.40% | +6.38% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.08% | +0.13% | +5.25% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.78% | -0.40% | +6.27% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.70% | +0.05% | +12.90% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.52% | -0.31% | +12.41% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.16% | +0.25% | +15.07% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.95% | -0.12% | +8.89% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.69% | +0.70% | +13.15% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.48% | +0.02% | +12.71% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.45% | +0.31% | +4.88% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.40% | -0.05% | -1.51% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.30% | +0.14% | +14.89% | |
| 16 | DFIS | Dimensional International Sm | ETF-Other | 2.25% | -0.08% | +11.02% | |
| 17 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.99% | -0.12% | +5.57% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.86% | +0.01% | -0.48% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.38% | +0.05% | +1.12% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | -0.14% | -0.39% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.34% | +0.16% | +7.32% | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.33% | -0.14% | +1.94% | |
| 23 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.32% | +0.09% | +15.85% | |
| 24 | DFAT | Dimensional US Target Value | ETF-Other | 1.10% | -0.02% | -1.55% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.09% | +0.01% | +16.16% | |
| 26 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.92% | -0.15% | -0.17% | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.84% | -0.02% | -2.41% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.82% | -0.02% | +3.14% | |
| 29 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.80% | -0.01% | +2.50% | |
| 30 | AVDE | Avantis International Equity | ETF-Other | 0.68% | -0.05% | +5.01% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.68% | -0.07% | +25.19% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | +0.12% | +15.21% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.57% | -0.01% | -7.77% | |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.56% | -0.05% | -3.58% | |
| 35 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.51% | -0.05% | -0.42% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.50% | — | -0.53% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.48% | -0.06% | -4.27% | |
| 38 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.41% | +0.04% | -0.23% | |
| 39 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.41% | -0.11% | +27.90% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | -0.01% | -40.48% | |
| 41 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.36% | -0.03% | +5.23% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.32% | -0.02% | — | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.32% | +0.30% | -0.90% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.30% | -0.01% | -5.56% | |
| 45 | REET | Ishares Global Reit ETF | ETF-Other | 0.29% | -0.02% | -1.43% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.02% | -15.40% | |
| 47 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.29% | -0.01% | +7.43% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.07% | -2.54% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | — | +17.77% | |
| 50 | DFIV | Dimensional International Va | ETF-Other | 0.26% | -0.03% | -5.11% |
According to official SEC Form 13F filings, Level Financial Advisors reported a total U.S. public equity portfolio value of $447.5M across 95 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VGSH, VEA) accounted for 32.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFGX
市值: $225.7K
Top Position Liquidated / Trimmed
SCHJ
前期市值: $441.2K
During Q4 2025, Level Financial Advisors's top holdings by market value included VOO (15.0%)、VGSH (7.8%)、VEA (7.2%). The largest single position, VOO, represented 15.0% of total portfolio value.
In Q4 2025, Level Financial Advisors made 47 total portfolio adjustments, initiating 2 new buys, adding to 30 positions, trimming 14 holdings, and fully liquidating 1 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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