Level Financial Advisors
Level Financial Advisors reported 95 positions worth $447.5M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: VOO (14.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $64.5M | 14.42% | 93,946 | — | — | |
| ▸ 2 | VEA | SH | $34.6M | 7.73% | 485,706 | — | — | |
| ▸ 3 | VGSH | SH | $31.0M | 6.93% | 532,912 | — | — | |
| ▸ 4 | BSV | SH | $18.5M | 4.14% | 237,879 | — | — | |
| ▸ 5 | DUHP | SH | $18.2M | 4.06% | 435,560 | — | — | |
| ▸ 6 | DFGR | SH | $17.9M | 4.00% | 618,117 | — | — | |
| ▸ 7 | DFEM | SH | $16.4M | 3.67% | 404,242 | — | — | |
| ▸ 8 | VUG | SH | $15.2M | 3.41% | 176,907 | — | — | |
| ▸ 9 | DFIP | SH | $15.0M | 3.34% | 362,625 | — | — | |
| ▸ 10 | VCSH | SH | $14.9M | 3.33% | 188,449 | — | — |
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Frequently Asked Questions
What stocks does Level Financial Advisors hold as of Q2 2026?
Level Financial Advisors reported 95 positions worth $447.5M in its Q2 2026 13F filing. Largest positions: VOO (14.4%), VEA (7.7%), VGSH (6.9%), BSV (4.1%) and DUHP (4.1%).
What did Level Financial Advisors buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Level Financial Advisors sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.