Level Wealth Management LLC
Q2 2025 13F Holdings
- Locationgreensboro, NC
- Num holdings
61
- Value ($000)
$171,982
- Date Filed07/29/2025
- Form type13F-HR
- CIK0002036775
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $44.78 M | 26 % | 147,352 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $27.82 M | 16 % | 377,840 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $18.66 M | 11 % | 327,304 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $13.00 M | 8 % | 96,269 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $7.30 M | 4 % | 148,846 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $6.40 M | 4 % | 129,440 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.03 M | 4 % | 142,372 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $4.64 M | 3 % | 44,397 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $4.63 M | 3 % | 93,509 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.51 M | 2 % | 42,000 |
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