What does Level Financial Advisors hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Level Financial Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$55M92K14.0%

VANGUARD SCOTTSDALE FDS

$30M511K7.6%

VANGUARD TAX-MANAGED FDS

$29M452K7.4%

VANGUARD BD INDEX FDS

$18M227K4.5%

DIMENSIONAL ETF TRUST

$15M582K3.9%

DIMENSIONAL ETF TRUST

$15M419K3.9%

VANGUARD SCOTTSDALE FDS

$15M184K3.7%

DIMENSIONAL ETF TRUST

$14M343K3.6%

DIMENSIONAL ETF TRUST

$13M388K3.4%

VANGUARD SCOTTSDALE FDS

$12M260K3.1%

Filing history loading…