Sponsored

The Analysis of Level Financial Advisors's Holdings & P&L

Currently, Level Financial Advisors holds 95 types of securities in its portfolio with a total value $447.5M. In the most recent quarter, they have increased their positions in VUG (+152.6K shares, valued at $13.1M), VEA (+34.2K shares, valued at $2.4M), BNDX (+41.5K shares, valued at $2.0M); decreased their positions in VCEB (-4.1K shares, valued at $257.4K), BRK.B (-456 shares, valued at $228.2K), DFAE (-5.4K shares, valued at $216.6K); initiated new positions in ILTB (+15.0K shares, valued at $739.5K), SUSC (+20.4K shares, valued at $473.4K), QQQ (+362 shares, valued at $266.8K).

1M P&L

-6.4M-1.46%

3M P&L

+2.6M+0.61%

HY P&L

-26.4M-5.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A414.4M

95.3%

2Household & Personal Products5.1M

1.2%

3Semiconductor Equipment & Materials3.1M

0.7%

Top Industries by Stock Count

1N/A68 stocks

78.2%

2Internet Content & Information2 stocks

2.3%

3Aerospace & Defense2 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS93.9K shares2.32%2026-06-302026-07-15

VEA VANGUARD TAX-MANAGED FDS485.7K shares7.57%2026-06-302026-07-15

VGSH VANGUARD SCOTTSDALE FDS532.9K shares4.28%2026-06-302026-07-15

BSV VANGUARD BD INDEX FDS237.9K shares4.89%2026-06-302026-07-15

DUHP DIMENSIONAL ETF TRUST435.6K shares3.86%2026-06-302026-07-15

DFGR DIMENSIONAL ETF TRUST618.1K shares6.15%2026-06-302026-07-15

DFEM DIMENSIONAL ETF TRUST404.2K shares4.27%2026-06-302026-07-15

VUG VANGUARD INDEX FDS176.9K shares628.49%2026-06-302026-07-15

Sponsored

DFIP DIMENSIONAL ETF TRUST362.6K shares5.84%2026-06-302026-07-15

VCSH VANGUARD SCOTTSDALE FDS188.4K shares2.28%2026-06-302026-07-15

VMBS VANGUARD SCOTTSDALE FDS287.3K shares10.34%2026-06-302026-07-15

VTV VANGUARD INDEX FDS59.4K shares15.29%2026-06-302026-07-15

BNDX VANGUARD CHARLOTTE FDS256.0K shares19.36%2026-06-302026-07-15

DFLV DIMENSIONAL ETF TRUST302.3K shares4.04%2026-06-302026-07-15

DFUV DIMENSIONAL ETF TRUST190.2K shares-1.53%2026-06-302026-07-15

DFIS DIMENSIONAL ETF TRUST286.6K shares6.12%2026-06-302026-07-15

Sponsored

AVRE AMERICAN CENTY ETF TR173.2K shares-0.05%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS22.1K shares-0.62%2026-06-302026-07-15

VWO VANGUARD INTL EQUITY INDEX F118.2K shares14.71%2026-06-302026-07-15

AVSC AMERICAN CENTY ETF TR92.9K shares3.29%2026-06-302026-07-15

AVEM AMERICAN CENTY ETF TR66.1K shares-1.59%2026-06-302026-07-15

DFSV DIMENSIONAL ETF TRUST143.8K shares3.96%2026-06-302026-07-15

SHYG ISHARES TR122.6K shares1.78%2026-06-302026-07-15

PG PROCTER & GAMBLE CO34.6K shares-0.03%2026-06-302026-07-15

Sponsored

DFAT DIMENSIONAL ETF TRUST69.3K shares0.35%2026-06-302026-07-15

AVUV AMERICAN CENTY ETF TR29.2K shares-1.36%2026-06-302026-07-15

DFAE DIMENSIONAL ETF TRUST88.3K shares-5.75%2026-06-302026-07-15

BLV VANGUARD BD INDEX FDS51.1K shares-4.78%2026-06-302026-07-15

VB VANGUARD INDEX FDS11.0K shares16.08%2026-06-302026-07-15

BIV VANGUARD BD INDEX FDS41.9K shares4.21%2026-06-302026-07-15

DFSU DIMENSIONAL ETF TRUST67.3K shares-1.17%2026-06-302026-07-15

LRCX LAM RESEARCH CORP7.1K shares0.00%2026-06-302026-07-15

Sponsored

AVDE AMERICAN CENTY ETF TR32.4K shares0.50%2026-06-302026-07-15

AAPL APPLE INC8.4K shares-1.07%2026-06-302026-07-15

QUAL ISHARES TR10.3K shares0.00%2026-06-302026-07-15

VSS VANGUARD INTL EQUITY INDEX F13.7K shares-1.85%2026-06-302026-07-15

IWC ISHARES TR9.8K shares-1.64%2026-06-302026-07-15

VTIP VANGUARD MALVERN FDS35.0K shares-0.94%2026-06-302026-07-15

NYF ISHARES TR32.2K shares-1.88%2026-06-302026-07-15

DFSI DIMENSIONAL ETF TRUST35.1K shares1.11%2026-06-302026-07-15

Sponsored

VCEB VANGUARD WORLD FD21.5K shares-16.04%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.8K shares-5.36%2026-06-302026-07-15

LIN LINDE PLC2.6K shares-12.70%2026-06-302026-07-15

UPS UNITED PARCEL SVCS INC12.2K shares-1.86%2026-06-302026-07-15

NVDA NVIDIA CORPORATION6.1K shares-0.11%2026-06-302026-07-15

VGSR MANAGER DIRECTED PORTFOLIOS102.9K shares-0.70%2026-06-302026-07-15

VBR VANGUARD INDEX FDS4.6K shares-1.22%2026-06-302026-07-15

REET ISHARES TR39.5K shares-1.44%2026-06-302026-07-15

Sponsored

DFIV DIMENSIONAL ETF TRUST19.9K shares-0.29%2026-06-302026-07-15

AVDV AMERICAN CENTY ETF TR10.0K shares1.02%2026-06-302026-07-15

GOOGL ALPHABET INC2.6K shares0.42%2026-06-302026-07-15

SUSB ISHARES TR35.3K shares1.19%2026-06-302026-07-15

MSFT MICROSOFT CORP2.2K shares0.00%2026-06-302026-07-15

DFSB DIMENSIONAL ETF TRUST15.4K shares52.94%2026-06-302026-07-15

ESGD ISHARES TR7.7K shares-2.45%2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares-23.03%2026-06-302026-07-15

Sponsored

ILTB ISHARES TR15.0K sharesnew addition2026-06-302026-07-15

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.2K shares-3.34%2026-06-302026-07-15

DFGX DIMENSIONAL ETF TRUST13.0K shares76.58%2026-06-302026-07-15

AMZN AMAZON COM INC2.9K shares-0.03%2026-06-302026-07-15

ISHARES TR ISHARES TR892 shares0.00%2026-06-302026-07-15

AVLV AMERICAN CENTY ETF TR7.3K shares3.20%2026-06-302026-07-15

VONG VANGUARD SCOTTSDALE FDS4.5K shares-0.77%2026-06-302026-07-15

NEXTERA ENERGY INC NEXTERA ENERGY INC6.5K shares0.00%2026-06-302026-07-15

Sponsored

ESGV VANGUARD WORLD FD4.2K shares0.00%2026-06-302026-07-15

ITOT ISHARES TR3.3K shares0.06%2026-06-302026-07-15

LLY ELI LILLY & CO447 shares0.00%2026-06-302026-07-15

AVSE AMERICAN CENTY ETF TR6.2K shares0.03%2026-06-302026-07-15

SUSC ISHARES TR20.4K sharesnew addition2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC802 shares-1.47%2026-06-302026-07-15

DFSE DIMENSIONAL ETF TRUST8.7K shares1.09%2026-06-302026-07-15

MTB M & T BK CORP1.7K shares0.06%2026-06-302026-07-15

Sponsored

NOC NORTHROP GRUMMAN CORP767 shares0.00%2026-06-302026-07-15

EXXON MOBIL CORP EXXON MOBIL CORP2.7K shares0.00%2026-06-302026-07-15

ESGU ISHARES TR2.2K shares0.00%2026-06-302026-07-15

VSGX VANGUARD WORLD FD4.0K shares0.00%2026-06-302026-07-15

GOOG ALPHABET INC902 shares-23.23%2026-06-302026-07-15

GE GE AEROSPACE847 shares0.00%2026-06-302026-07-15

VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.00%2026-06-302026-07-15

IAGG ISHARES TR5.7K shares0.00%2026-06-302026-07-15

Sponsored

DFNM DIMENSIONAL ETF TRUST5.8K shares0.00%2026-06-302026-07-15

TSLA TESLA INC642 shares0.00%2026-06-302026-07-15

QQQ INVESCO QQQ TR362 sharesnew addition2026-06-302026-07-15

NETFLIX INC. NETFLIX INC.3.7K shares0.00%2026-06-302026-07-15

HD HOME DEPOT INC745 shares-0.67%2026-06-302026-07-15

GEV GE VERNOVA INC222 sharesnew addition2026-06-302026-07-15

MOG.A MOOG INC585 sharesnew addition2026-06-302026-07-15

VNQ VANGUARD INDEX FDS2.5K shares-8.99%2026-06-302026-07-15

Sponsored

GNMA ISHARES TR5.5K shares0.00%2026-06-302026-07-15

VTEB VANGUARD MUN BD FDS4.8K shares0.00%2026-06-302026-07-15

VOE VANGUARD INDEX FDS1.2K shares0.08%2026-06-302026-07-15

VTES VANGUARD WELLINGTON FD2.3K shares0.00%2026-06-302026-07-15

VONV VANGUARD SCOTTSDALE FDS2.2K shares0.00%2026-06-302026-07-15

CVX CHEVRON CORPORATION1.3K shares0.46%2026-06-302026-07-15

FTNY PUTNAM ETF TRUST15.2K shares0.00%2026-06-302026-07-15

VOO

VANGUARD INDEX FDS

2.32%

Shares93.9K

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD TAX-MANAGED FDS

7.57%

Shares485.7K

Event2026-06-30

Filed2026-07-15

VGSH

VANGUARD SCOTTSDALE FDS

4.28%

Shares532.9K

Event2026-06-30

Filed2026-07-15

BSV

VANGUARD BD INDEX FDS

4.89%

Shares237.9K

Event2026-06-30

Filed2026-07-15

DUHP

DIMENSIONAL ETF TRUST

3.86%

Shares435.6K

Event2026-06-30

Filed2026-07-15

DFGR

DIMENSIONAL ETF TRUST

6.15%

Shares618.1K

Event2026-06-30

Filed2026-07-15

DFEM

DIMENSIONAL ETF TRUST

4.27%

Shares404.2K

Event2026-06-30

Filed2026-07-15

VUG

VANGUARD INDEX FDS

628.49%

Shares176.9K

Event2026-06-30

Filed2026-07-15

DFIP

DIMENSIONAL ETF TRUST

5.84%

Shares362.6K

Event2026-06-30

Filed2026-07-15

VCSH

VANGUARD SCOTTSDALE FDS

2.28%

Shares188.4K

Event2026-06-30

Filed2026-07-15

VMBS

VANGUARD SCOTTSDALE FDS

10.34%

Shares287.3K

Event2026-06-30

Filed2026-07-15

VTV

VANGUARD INDEX FDS

15.29%

Shares59.4K

Event2026-06-30

Filed2026-07-15

BNDX

VANGUARD CHARLOTTE FDS

19.36%

Shares256.0K

Event2026-06-30

Filed2026-07-15

DFLV

DIMENSIONAL ETF TRUST

4.04%

Shares302.3K

Event2026-06-30

Filed2026-07-15

DFUV

DIMENSIONAL ETF TRUST

-1.53%

Shares190.2K

Event2026-06-30

Filed2026-07-15

DFIS

DIMENSIONAL ETF TRUST

6.12%

Shares286.6K

Event2026-06-30

Filed2026-07-15

AVRE

AMERICAN CENTY ETF TR

-0.05%

Shares173.2K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-0.62%

Shares22.1K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD INTL EQUITY INDEX F

14.71%

Shares118.2K

Event2026-06-30

Filed2026-07-15

AVSC

AMERICAN CENTY ETF TR

3.29%

Shares92.9K

Event2026-06-30

Filed2026-07-15

AVEM

AMERICAN CENTY ETF TR

-1.59%

Shares66.1K

Event2026-06-30

Filed2026-07-15

DFSV

DIMENSIONAL ETF TRUST

3.96%

Shares143.8K

Event2026-06-30

Filed2026-07-15

SHYG

ISHARES TR

1.78%

Shares122.6K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

-0.03%

Shares34.6K

Event2026-06-30

Filed2026-07-15

DFAT

DIMENSIONAL ETF TRUST

0.35%

Shares69.3K

Event2026-06-30

Filed2026-07-15

AVUV

AMERICAN CENTY ETF TR

-1.36%

Shares29.2K

Event2026-06-30

Filed2026-07-15

DFAE

DIMENSIONAL ETF TRUST

-5.75%

Shares88.3K

Event2026-06-30

Filed2026-07-15

BLV

VANGUARD BD INDEX FDS

-4.78%

Shares51.1K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

16.08%

Shares11.0K

Event2026-06-30

Filed2026-07-15

BIV

VANGUARD BD INDEX FDS

4.21%

Shares41.9K

Event2026-06-30

Filed2026-07-15

DFSU

DIMENSIONAL ETF TRUST

-1.17%

Shares67.3K

Event2026-06-30

Filed2026-07-15

LRCX

LAM RESEARCH CORP

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-15

AVDE

AMERICAN CENTY ETF TR

0.50%

Shares32.4K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-1.07%

Shares8.4K

Event2026-06-30

Filed2026-07-15

QUAL

ISHARES TR

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-15

VSS

VANGUARD INTL EQUITY INDEX F

-1.85%

Shares13.7K

Event2026-06-30

Filed2026-07-15

IWC

ISHARES TR

-1.64%

Shares9.8K

Event2026-06-30

Filed2026-07-15

VTIP

VANGUARD MALVERN FDS

-0.94%

Shares35.0K

Event2026-06-30

Filed2026-07-15

NYF

ISHARES TR

-1.88%

Shares32.2K

Event2026-06-30

Filed2026-07-15

DFSI

DIMENSIONAL ETF TRUST

1.11%

Shares35.1K

Event2026-06-30

Filed2026-07-15

VCEB

VANGUARD WORLD FD

-16.04%

Shares21.5K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

-5.36%

Shares1.8K

Event2026-06-30

Filed2026-07-15

LIN

LINDE PLC

-12.70%

Shares2.6K

Event2026-06-30

Filed2026-07-15

UPS

UNITED PARCEL SVCS INC

-1.86%

Shares12.2K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORPORATION

-0.11%

Shares6.1K

Event2026-06-30

Filed2026-07-15

VGSR

MANAGER DIRECTED PORTFOLIOS

-0.70%

Shares102.9K

Event2026-06-30

Filed2026-07-15

VBR

VANGUARD INDEX FDS

-1.22%

Shares4.6K

Event2026-06-30

Filed2026-07-15

REET

ISHARES TR

-1.44%

Shares39.5K

Event2026-06-30

Filed2026-07-15

DFIV

DIMENSIONAL ETF TRUST

-0.29%

Shares19.9K

Event2026-06-30

Filed2026-07-15

AVDV

AMERICAN CENTY ETF TR

1.02%

Shares10.0K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

0.42%

Shares2.6K

Event2026-06-30

Filed2026-07-15

SUSB

ISHARES TR

1.19%

Shares35.3K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-15

DFSB

DIMENSIONAL ETF TRUST

52.94%

Shares15.4K

Event2026-06-30

Filed2026-07-15

ESGD

ISHARES TR

-2.45%

Shares7.7K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

-23.03%

Shares1.5K

Event2026-06-30

Filed2026-07-15

ILTB

ISHARES TR

New

Shares15.0K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

-3.34%

Shares2.2K

Event2026-06-30

Filed2026-07-15

DFGX

DIMENSIONAL ETF TRUST

76.58%

Shares13.0K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

-0.03%

Shares2.9K

Event2026-06-30

Filed2026-07-15

ISHARES TR

0.00%

Shares892

Event2026-06-30

Filed2026-07-15

AVLV

AMERICAN CENTY ETF TR

3.20%

Shares7.3K

Event2026-06-30

Filed2026-07-15

VONG

VANGUARD SCOTTSDALE FDS

-0.77%

Shares4.5K

Event2026-06-30

Filed2026-07-15

NEXTERA ENERGY INC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-15

ESGV

VANGUARD WORLD FD

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-15

ITOT

ISHARES TR

0.06%

Shares3.3K

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

0.00%

Shares447

Event2026-06-30

Filed2026-07-15

AVSE

AMERICAN CENTY ETF TR

0.03%

Shares6.2K

Event2026-06-30

Filed2026-07-15

SUSC

ISHARES TR

New

Shares20.4K

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

-1.47%

Shares802

Event2026-06-30

Filed2026-07-15

DFSE

DIMENSIONAL ETF TRUST

1.09%

Shares8.7K

Event2026-06-30

Filed2026-07-15

MTB

M & T BK CORP

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-15

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares767

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-15

ESGU

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-15

VSGX

VANGUARD WORLD FD

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

-23.23%

Shares902

Event2026-06-30

Filed2026-07-15

GE AEROSPACE

0.00%

Shares847

Event2026-06-30

Filed2026-07-15

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-15

IAGG

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-15

DFNM

DIMENSIONAL ETF TRUST

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA INC

0.00%

Shares642

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TR

New

Shares362

Event2026-06-30

Filed2026-07-15

NETFLIX INC.

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

-0.67%

Shares745

Event2026-06-30

Filed2026-07-15

GEV

GE VERNOVA INC

New

Shares222

Event2026-06-30

Filed2026-07-15

MOG.A

MOOG INC

New

Shares585

Event2026-06-30

Filed2026-07-15

VNQ

VANGUARD INDEX FDS

-8.99%

Shares2.5K

Event2026-06-30

Filed2026-07-15

GNMA

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-15

VTEB

VANGUARD MUN BD FDS

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-15

VOE

VANGUARD INDEX FDS

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-15

VTES

VANGUARD WELLINGTON FD

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-15

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-15

CVX

CHEVRON CORPORATION

0.46%

Shares1.3K

Event2026-06-30

Filed2026-07-15

FTNY

PUTNAM ETF TRUST

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available