Level Financial Advisors, Inc. Reduced Holdings in Q4 2025

Level Financial Advisors, Inc.

  • $343 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.54K
- 40.48%
$653.02 - $687.39 $1.01M - $1.06M
2.27K $1.51M
XOM
Exxon Mobil Corp

Energy
-4.5K
- 62.23%
$110.64 - $119.78 $498K - $539K
2.73K $321K
MA
Mastercard Inc

Financial Services
-598
- 49.54%
$536.85 - $580.45 $321K - $347K
609 $326K
PG
Procter & Gamble CO

Consumer Defensive
-143
- 0.39%
$145.5 - $153.18 $20.8K - $21.9K
36.5K $5.33M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.65K
- 43.07%
$88.13 - $92.69 $233K - $245K
3.5K $313K
MSFT
Microsoft Corp

Technology
-414
- 15.4%
$496.82 - $542.07 $206K - $224K
2.27K $1.15M
CVX
Chevron Corp

Energy
-1.02K
- 42.53%
$148.9 - $157.72 $151K - $160K
1.37K $212K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.09K
- 1.55%
$55.75 - $58.83 $60.9K - $64.3K
69.6K $3.96M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.64K
- 4.27%
$49.98 - $50.22 $82.2K - $82.6K
36.8K $1.84M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-553
- 3.58%
$139.66 - $144.52 $77.2K - $79.9K
14.9K $2.11M
AAPL
Apple Inc.

Technology
-669
- 7.77%
$245.27 - $275.25 $164K - $184K
7.94K $2.12M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.98K
- 1.51%
$43.57 - $45.71 $130K - $136K
195K $8.78M
TSLA
Tesla, Inc.

Consumer Cyclical
-84
- 12.46%
$401.99 - $468.37 $33.8K - $39.3K
590 $241K
JPM
Jpmorgan Chase & CO

Financial Services
-16
- 0.56%
$294.11 - $320.41 $4.71K - $5.13K
2.83K $849K
NOC
Northrop Grumman Corp

Industrials
-15
- 1.92%
$558.0 - $637.95 $8.37K - $9.57K
768 $432K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-647
- 14.03%
$68.22 - $71.43 $44.1K - $46.2K
3.97K $279K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-85
- 0.17%
$70.19 - $72.57 $5.97K - $6.17K
50.1K $3.52M
IBM
International Business Machines Corp

Technology
-163
- 16.62%
$275.97 - $314.98 $45K - $51.3K
818 $243K
REET
Ishares Global Reit ETF

ETFs
-641
- 1.43%
$24.8 - $26.02 $15.9K - $16.7K
44.1K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-54
- 2.54%
$475.68 - $513.11 $25.7K - $27.7K
2.07K $1.05M
DFIV
Dimensional ETF Tr

ETFs
-1.08K
- 5.11%
$45.13 - $48.25 $48.6K - $52K
20K $957K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-28
- 2.64%
$589.5 - $635.77 $16.5K - $17.8K
1.03K $624K
GOOG
Alphabet Inc.

Communication Services
-254
- 18.14%
$237.49 - $291.74 $60.3K - $74.1K
1.15K $327K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-50
- 0.53%
$191.01 - $199.18 $9.55K - $9.96K
9.46K $1.84M
IWC
Russell Micro Cap ETF

ETFs
-23
- 0.23%
$147.86 - $159.95 $3.4K - $3.68K
9.95K $1.48M
GE
General Electric CO

Industrials
-20
- 2.33%
$291.49 - $314.28 $5.83K - $6.29K
840 $252K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-65
- 0.7%
$23.38 - $23.82 $1.52K - $1.55K
9.2K $214K
VIG
Vanguard Dividend Appreciation

ETFs
-17
- 1.52%
N/A
1.1K $200K
NYF
Ishares New York Muni Bond ETF

ETFs
-153
- 0.42%
$53.26 - $53.83 $8.15K - $8.24K
35.9K $1.92M
VONG
Vanguard Russell 1000 Growth E

ETFs
-27
- 1.29%
$118.2 - $126.51 $3.19K - $3.42K
2.06K $250K
Lam Research Corp
-64
- 0.9%
N/A
7.05K $0
VTI
Vanguard Total Stock Market Et

ETFs
-100
- 0.48%
$321.8 - $337.95 $32.2K - $33.8K
20.9K $6.91M
GOOGL
Alphabet Inc.

Communication Services
-313
- 11.28%
$236.57 - $291.31 $74K - $91.2K
2.46K $680K
DFAE
Dimensional ETF Tr

ETFs
-2.41K
- 2.41%
$30.74 - $33.05 $74.1K - $79.7K
97.5K $3.17M
Activity Summary
Buys All Purchases 47 New Holdings 2 Increased Positions 45 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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