Level Wealth Management LLC Purchases in Q3 2025

Level Wealth Management LLC

  • $190 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
7.31K
+ 4.96%
$303.93 - $329.86 $2.22M - $2.41M
155K $50.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
32K
+ 8.48%
$72.57 - $74.72 $2.32M - $2.39M
410K $30.5B
VEA
Vanguard Ftse Developed Market

ETFs
24.6K
+ 7.52%
$56.02 - $60.3 $1.38M - $1.48M
352K $21.1B
Vanguard Instl Index Fd
25.6K
New
N/A
25.6K $1.93B
MUB
Ishares National Muni Bond ETF

ETFs
9.6K
+ 21.62%
$103.24 - $106.68 $991K - $1.02M
54K $5.75B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.93K
+ 5.36%
$49.43 - $54.52 $343K - $378K
136K $7.39B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.1K
+ 10.84%
$48.5 - $50.19 $783K - $810K
165K $8.26B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
10.1K
+ 117.34%
$48.31 - $48.93 $487K - $493K
18.7K $912M
BNDX
Vanguard Total International B

ETFs
8.52K
+ 9.11%
$49.0 - $49.51 $418K - $422K
102K $5.05B
QQQ
Invesco Qqq Trust, Series 1

ETFs
464
New
$546.99 - $602.2 $254K - $279K
464 $278M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3
+ 0.01%
$36.04 - $38.78 $108 - $116
52K $2.01B
IVE
Ishares S&P 500 Value ETF

ETFs
495
+ 26.2%
$194.44 - $206.51 $96.2K - $102K
2.38K $492M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.09%
$617.65 - $666.84 $618 - $667
1.08K $720M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
341
+ 1.01%
$78.11 - $79.07 $26.6K - $27K
34K $2.68B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
34
+ 0.64%
$79.76 - $85.78 $2.71K - $2.92K
5.33K $452M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
147
+ 0.52%
$26.38 - $27.95 $3.88K - $4.11K
28.3K $772M
DUK
Duke Energy Corp

Utilities
2
+ 0.04%
$116.31 - $125.93 $233 - $252
4.48K $554M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
109
+ 2.0%
$62.09 - $66.51 $6.77K - $7.25K
5.56K $363M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4
+ 0.2%
$109.47 - $119.06 $438 - $476
1.97K $233M
FDVV
Fidelity High Dividend ETF

ETFs
26
+ 0.61%
$52.42 - $55.71 $1.36K - $1.45K
4.32K $241M
SO
Southern CO

Utilities
2
+ 0.05%
$90.83 - $96.0 $182 - $192
4.17K $396M
DFIC
Dimensional ETF Tr Dimensional

ETFs
19
+ 0.28%
$30.76 - $33.01 $584 - $627
6.82K $224M
IBM
International Business Machines Corp

Technology
2
+ 0.18%
$234.77 - $292.47 $470 - $585
1.14K $321M
Activity Summary
Buys All Purchases 24 New Holdings 3 Increased Positions 21 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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