Level Financial Advisors, Inc. Portfolio Holdings

Level Financial Advisors, Inc.

  • $343 Million
  • Q4 2025

Level Financial Advisors, Inc. has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $343 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $56M, Vanguard with a value of $29.4M, Vanguard Ftse Developed Market with a value of $26.6M, Vanguard Bd Index Fd Inc Short with a value of $16.5M, and Dimensional ETF Tr Dimensional with a value of $15.3M.

Examining the 13F form we can see an increase of $16.6M in the current position value, from $327M to 343M.

Below you can find more details about Level Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $343 Million
ETFs: $311 Million
Consumer Defensive: $5.33 Million
Technology: $4.56 Million
Financial Services: $2.54 Million
Industrials: $2.06 Million
Communication Services: $1.88 Million
Consumer Cyclical: $1.2 Million
Utilities: $556,000
Other: $1 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$346B
$5.33 Million 1.55% of portfolio
36,520
Q4 2025 Reduced 0.39%
$4.3T
$2.12 Million 0.62% of portfolio
7,936
Q4 2025 Reduced 7.77%
$3.78T
$1.15 Million 0.34% of portfolio
2,274
Q4 2025 Reduced 15.4%
$662B
$1.05 Million 0.31% of portfolio
2,069
Q4 2025 Reduced 2.54%
$465B
$1.04 Million 0.3% of portfolio
5,560
Q4 2025 Added 17.77%
$881B
$849,000 0.25% of portfolio
2,829
Q4 2025 Reduced 0.56%
$1.65T
$680,000 0.2% of portfolio
2,462
Q4 2025 Reduced 11.28%
$2.39T
$668,000 0.19% of portfolio
2,850
Q4 2025 Added 0.04%
$971B
$467,000 0.14% of portfolio
458
Q2 2025 Reduced 0.43%
$1.37T
$460,000 0.13% of portfolio
756
Q2 2025 Reduced 2.33%
$1.74T
$327,000 0.1% of portfolio
1,146
Q4 2025 Reduced 18.14%
$490B
$321,000 0.09% of portfolio
2,733
Q4 2025 Reduced 62.23%
$512B
$326,000 0.09% of portfolio
609
Q4 2025 Reduced 49.54%
$367B
$287,000 0.08% of portfolio
802
Q4 2025 Added 33.44%
$1.29T
$241,000 0.07% of portfolio
590
Q4 2025 Reduced 12.46%
$266B
$243,000 0.07% of portfolio
818
Q4 2025 Reduced 16.62%
$303B
$212,000 0.06% of portfolio
1,374
Q4 2025 Reduced 42.53%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $343 Million
  • Prior Value $327 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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