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DOSSIER · 13F-HR · Q2 2026

Level Wealth Management LLC

$250M in tracked AUM across 70 positions as of Q2 2026.

LW
CIK 0002036775 · last filed Jun 30, 2026
Total AUM
$250M
as of Q2 2026
Holdings
70
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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