Level Financial Advisors, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $271 Million distributed in 85 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 $46.2M, Vanguard with a value of $24.8M, Vanguard Ftse Developed Market with a value of $20.4M, Vanguard Bd Index Fd Inc Short with a value of $14.1M, and Vanguard Sht Term Corp Bd ETF with a value of $12.6M.
Examining the 13F form we can see an increase of $19.4M in the current position value, from $252M to 271M.
Below you can find more details about Level Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
