13F Insight
DOSSIER · 13F-HR · Q3 2026

Level Financial Advisors

$453M in tracked AUM across 91 positions as of Q3 2026.

LF
CIK 0001871734 · last filed Sep 30, 2026
Total AUM
$453M
as of Q3 2026
Holdings
91
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Level Financial Advisors filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$65M93K14.4%02
VGSH
VANGUARD SCOTTSDALE FDS
$33M573K7.3%03
VEA
VANGUARD TAX-MANAGED FDS
$28M390K6.1%04
DUHP
DFA INVT DIMENSIONS GROUP IN
$19M447K4.1%05
BSV
VANGUARD BD INDEX FDS
$18M242K4.1%06
DFGR
DIMENSIONAL ETF TRUST
$18M660K3.9%07
DFEM
DIMENSIONAL ETF TRUST
$17M439K3.9%08
VUG
VANGUARD INDEX FDS
$16M173K3.4%09
VCSH
VANGUARD SCOTTSDALE FDS
$15M200K3.4%10
DFIP
DIMENSIONAL ETF TRUST
$15M381K3.3%

Filing history

2026Q3Sep 30
$453M▲ 1.1%
91 positionsView →2026Q2Jun 30
$448M▲ 14.1%
95 positionsView →2026Q1Mar 31
$392M▲ 3.7%
92 positionsView →2025Q4Dec 31
$378M▲ 123.6%
95 positionsView →2025Q3Sep 30
$169M▲ 12.3%
43 positionsLocked2025Q2Jun 30
$151M▲ 6.6%
42 positionsLocked2025Q1Mar 31
$141M▼ 48.1%
39 positionsLocked2024Q4Dec 31
$273M▲ 4.0%
79 positionsLocked2024Q3Sep 30
$262M▲ 13.6%
75 positionsLocked2024Q2Jun 30
$231M▲ 4.7%
67 positionsLocked2024Q1Mar 31
$220M▲ 9.0%
72 positionsLocked2023Q4Dec 31
$202M▲ 13.1%
279 positionsLocked
Showing 12 of 20