Level Wealth Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    greensboro, NC
  • CIK
    0002036775
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

52

$152.80 M
VTI, BND, VEA, VANGUARD MUN BD FDS
13F-HR
Apr 28, 2025
000203677525000003

53

$141.54 M
VTI, BND, VEA, VANGUARD MUN BD FDS
RESTATEMENT
Jan 24, 2025
000200143425000003