Level Financial Advisors

Est. AUM

$392.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$54.9M	91816	13.99%	SOLE
2	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$29.9M	511047	7.63%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$28.9M	451513	7.38%	SOLE
4	VANGUARD BD INDEX FDS	SHORT TRM BOND	$17.8M	226780	4.54%	SOLE
5	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$15.5M	582284	3.95%	SOLE
6	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$15.4M	419389	3.93%	SOLE
7	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$14.6M	184249	3.73%	SOLE
8	DIMENSIONAL ETF TRUST	INFLATION PROTE	$14.3M	342611	3.65%	SOLE
9	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$13.4M	387681	3.42%	SOLE
10	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$12.2M	260329	3.12%	SOLE
11	VANGUARD INDEX FDS	GROWTH ETF	$10.6M	24284	2.71%	SOLE
12	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$10.4M	290577	2.65%	SOLE
13	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.3M	214443	2.63%	SOLE
14	VANGUARD INDEX FDS	VALUE ETF	$10.1M	51490	2.58%	SOLE
15	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$9.4M	193167	2.39%	SOLE
16	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$9.1M	270057	2.32%	SOLE
17	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$7.6M	173245	1.95%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$7.1M	22218	1.82%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$5.6M	89950	1.43%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.6M	103054	1.42%	SOLE
21	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.4M	67193	1.38%	SOLE
22	ISHARES TR	0-5YR HI YL CP	$5.1M	120477	1.30%	SOLE
23	PROCTER & GAMBLE CO	COM	$5.0M	34589	1.27%	SOLE
24	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$4.8M	138300	1.24%	SOLE
25	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.3M	69063	1.10%	SOLE
26	VANGUARD BD INDEX FDS	LONG TERM BOND	$3.7M	53643	0.94%	SOLE
27	AMERICAN CENTY ETF TR	US SML CP VALU	$3.3M	29591	0.83%	SOLE
28	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.2M	93700	0.81%	SOLE
29	VANGUARD BD INDEX FDS	INTERMED TERM	$3.1M	40206	0.79%	SOLE
30	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.8M	68101	0.71%	SOLE
31	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.7M	32220	0.70%	SOLE
32	VANGUARD INDEX FDS	SMALL CP ETF	$2.5M	9503	0.63%	SOLE
33	APPLE INC	COM	$2.2M	8498	0.55%	SOLE
34	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.0M	13970	0.52%	SOLE
35	ISHARES TR	MSCI USA QLT FCT	$2.0M	10257	0.50%	SOLE
36	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.8M	35353	0.45%	SOLE
37	ISHARES TR	NEW YORK MUN ETF	$1.7M	32800	0.44%	SOLE
38	VANGUARD WORLD FD	ESG US CORP BD	$1.6M	25562	0.41%	SOLE
39	ISHARES TR	MICRO-CAP ETF	$1.6M	9932	0.40%	SOLE
40	LAM RESEARCH CORP	COM NEW	$1.5M	7052	0.38%	SOLE
41	DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.5M	34679	0.37%	SOLE
42	LINDE PLC	SHS	$1.5M	2937	0.37%	SOLE
43	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1884	0.31%	SOLE
44	UNITED PARCEL SVCS INC	CL B	$1.2M	12382	0.31%	SOLE
45	NVIDIA CORPORATION	COM	$1.1M	6134	0.27%	SOLE
46	MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$1.1M	103622	0.27%	SOLE
47	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.1M	19957	0.27%	SOLE
48	ISHARES TR	GLOBAL REIT ETF	$1.0M	40084	0.26%	SOLE
49	VANGUARD INDEX FDS	SM CP VAL ETF	$1.0M	4609	0.26%	SOLE
50	AMERICAN CENTY ETF TR	INTL SMCP VLU	$992K	9931	0.25%	SOLE

1–50 of 92

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.