Level Financial Advisors, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationeast amherst, NY
- CIK0001871734
- Alternate namesLevel Financial Advisors
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
85 | $294.14 M | VOO, VGSH, VEA, BSV | 13F-HR | Apr 10, 2025 | 000187173425000002 | ||
79 | $272.51 M | VOO, VGSH, VEA, BSV | 13F-HR | Jan 22, 2025 | 000187173425000001 | ||
75 | $262.04 M | VOO, VGSH, VEA, BSV | 13F-HR | Oct 10, 2024 | 000187173424000008 | ||
67 | $230.75 M | VOO, VGSH, VEA, BSV | 13F-HR | Jul 23, 2024 | 000187173424000005 | ||
72 | $220.46 M | VOO, VGSH, VEA, BSV | 13F-HR | Apr 19, 2024 | 000187173424000004 | ||
279 | $202.29 M | VOO, VGSH, VEA, BSV | 13F-HR | Jan 23, 2024 | 000187173424000001 | ||
286 | $178.85 M | VOO, VGSH, VEA, BSV | 13F-HR | Oct 18, 2023 | 000187173423000004 | ||
284 | $179.09 M | VOO, VGSH, VEA, BSV | 13F-HR | Jul 14, 2023 | 000187173423000003 | ||
245 | $166.60 M | VOO, VGSH, VEA, BSV | 13F-HR | Apr 10, 2023 | 000187173423000002 | ||
288 | $152.67 M | VOO, VGSH, BSV, VEA | 13F-HR | Jan 23, 2023 | 000187173423000001 | ||
255 | $135.44 M | VOO, VGSH, BSV, VEA | 13F-HR | Oct 18, 2022 | 000187173422000005 | ||
359 | $135.82 M | VOO, VGSH, BSV, VCSH | RESTATEMENT | Aug 10, 2022 | 000187173422000004 | ||
241 | $129.79 M | VOO, VGSH, BSV, VEA | 13F-HR | Apr 8, 2022 | 000187173422000002 | ||
284 | $131.12 M | VOO, BSV, VGSH, VEA | 13F-HR | Jan 20, 2022 | 000187173422000001 |