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

Currently, Level Financial Advisors holds 92 types of securities in its portfolio with a total value $392.1M. In the most recent quarter, they have increased their positions in BNDX (+34.3K shares, valued at $1.6M), VUG (+3.4K shares, valued at $1.5M), N/A (+2.9K shares, valued at $1.5M); decreased their positions in PG (-1.9K shares, valued at $278.9K), SPY (-383 shares, valued at $249.0K), VBR (-809 shares, valued at $175.7K); initiated new positions in N/A (+2.9K shares, valued at $1.5M), VONV (+2.2K shares, valued at $202.7K).

1M P&L

+6.5M+1.88%

3M P&L

-51.3M-12.69%

HY P&L

-30.8M-8.02%

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/A316.2M

95.3%

2Household & Personal Products5.0M

1.5%

3Consumer Electronics2.2M

0.6%

Top Industries by Stock Count

1N/A66 stocks

78.6%

2Aerospace & Defense2 stocks

2.4%

3Oil & Gas Integrated2 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS91.8K shares1.24%2026-03-312026-04-10

VGSH VANGUARD SCOTTSDALE FDS511.0K shares2.04%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS451.5K shares4.00%2026-03-312026-04-10

BSV VANGUARD BD INDEX FDS226.8K shares8.08%2026-03-312026-04-10

DFGR DIMENSIONAL ETF TRUST582.3K shares9.93%2026-03-312026-04-10

DUHP DIMENSIONAL ETF TRUST419.4K shares3.45%2026-03-312026-04-10

VCSH VANGUARD SCOTTSDALE FDS184.2K shares2.65%2026-03-312026-04-10

DFIP DIMENSIONAL ETF TRUST342.6K shares7.05%2026-03-312026-04-10

Sponsored

DFEM DIMENSIONAL ETF TRUST387.7K shares7.39%2026-03-312026-04-10

VMBS VANGUARD SCOTTSDALE FDS260.3K shares9.83%2026-03-312026-04-10

VUG VANGUARD INDEX FDS24.3K shares16.25%2026-03-312026-04-10

DFLV DIMENSIONAL ETF TRUST290.6K shares5.83%2026-03-312026-04-10

BNDX VANGUARD CHARLOTTE FDS214.4K shares19.03%2026-03-312026-04-10

VTV VANGUARD INDEX FDS51.5K shares6.25%2026-03-312026-04-10

DFUV DIMENSIONAL ETF TRUST193.2K shares-0.87%2026-03-312026-04-10

DFIS DIMENSIONAL ETF TRUST270.1K shares4.57%2026-03-312026-04-10

Sponsored

AVRE AMERICAN CENTY ETF TR173.2K shares0.02%2026-03-312026-04-10

VTI VANGUARD INDEX FDS22.2K shares6.12%2026-03-312026-04-10

AVSC AMERICAN CENTY ETF TR90.0K shares5.72%2026-03-312026-04-10

VWO VANGUARD INTL EQUITY INDEX F103.1K shares9.42%2026-03-312026-04-10

AVEM AMERICAN CENTY ETF TR67.2K shares-1.15%2026-03-312026-04-10

SHYG ISHARES TR120.5K shares2.43%2026-03-312026-04-10

PG PROCTER & GAMBLE CO34.6K shares-5.29%2026-03-312026-04-10

DFSV DIMENSIONAL ETF TRUST138.3K shares9.97%2026-03-312026-04-10

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DFAT DIMENSIONAL ETF TRUST69.1K shares-0.82%2026-03-312026-04-10

BLV VANGUARD BD INDEX FDS53.6K shares6.98%2026-03-312026-04-10

AVUV AMERICAN CENTY ETF TR29.6K shares-2.87%2026-03-312026-04-10

DFAE DIMENSIONAL ETF TRUST93.7K shares-3.94%2026-03-312026-04-10

BIV VANGUARD BD INDEX FDS40.2K shares22.06%2026-03-312026-04-10

DFSU DIMENSIONAL ETF TRUST68.1K shares-1.68%2026-03-312026-04-10

AVDE AMERICAN CENTY ETF TR32.2K shares3.09%2026-03-312026-04-10

VB VANGUARD INDEX FDS9.5K shares13.10%2026-03-312026-04-10

Sponsored

AAPL APPLE INC8.5K shares7.08%2026-03-312026-04-10

VSS VANGUARD INTL EQUITY INDEX F14.0K shares-6.14%2026-03-312026-04-10

QUAL ISHARES TR10.3K shares8.39%2026-03-312026-04-10

VTIP VANGUARD MALVERN FDS35.4K shares-4.02%2026-03-312026-04-10

NYF ISHARES TR32.8K shares-8.70%2026-03-312026-04-10

VCEB VANGUARD WORLD FD25.6K shares4.21%2026-03-312026-04-10

IWC ISHARES TR9.9K shares-0.16%2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP7.1K shares0.00%2026-03-312026-04-10

Sponsored

DFSI DIMENSIONAL ETF TRUST34.7K shares9.92%2026-03-312026-04-10

LINDE PLC LINDE PLC2.9K sharesnew addition2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T1.9K shares-16.89%2026-03-312026-04-10

UPS UNITED PARCEL SVCS INC12.4K shares0.00%2026-03-312026-04-10

VGSR MANAGER DIRECTED PORTFOLIOS103.6K shares-1.74%2026-03-312026-04-10

NVDA NVIDIA CORPORATION6.1K shares10.32%2026-03-312026-04-10

DFIV DIMENSIONAL ETF TRUST20.0K shares-0.14%2026-03-312026-04-10

REET ISHARES TR40.1K shares-9.06%2026-03-312026-04-10

Sponsored

VBR VANGUARD INDEX FDS4.6K shares-14.93%2026-03-312026-04-10

AVDV AMERICAN CENTY ETF TR9.9K shares-2.68%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares-4.30%2026-03-312026-04-10

SUSB ISHARES TR34.8K shares0.06%2026-03-312026-04-10

MSFT MICROSOFT CORP2.2K shares-1.41%2026-03-312026-04-10

ALPHABET INC ALPHABET INC2.6K shares6.26%2026-03-312026-04-10

ESGD ISHARES TR7.8K shares0.00%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO2.2K shares-20.57%2026-03-312026-04-10

Sponsored

AMZN AMAZON COM INC2.9K shares1.61%2026-03-312026-04-10

NEE NEXTERA ENERGY INC6.5K shares0.15%2026-03-312026-04-10

IVV ISHARES TR892 shares-2.62%2026-03-312026-04-10

AVLV AMERICAN CENTY ETF TR7.0K shares-1.99%2026-03-312026-04-10

NOC NORTHROP GRUMMAN CORP767 shares-0.13%2026-03-312026-04-10

DFSB DIMENSIONAL ETF TRUST10.1K shares0.40%2026-03-312026-04-10

VONG VANGUARD SCOTTSDALE FDS4.6K shares121.72%2026-03-312026-04-10

ESGV VANGUARD WORLD FD4.2K shares0.00%2026-03-312026-04-10

Sponsored

ITOT ISHARES TR3.3K shares0.03%2026-03-312026-04-10

META META PLATFORMS INC814 shares7.67%2026-03-312026-04-10

XOM EXXON MOBIL CORP2.7K shares-0.44%2026-03-312026-04-10

LLY ELI LILLY & CO447 shares-2.40%2026-03-312026-04-10

AVSE AMERICAN CENTY ETF TR6.2K shares9.94%2026-03-312026-04-10

DFGX DIMENSIONAL ETF TRUST7.4K shares71.46%2026-03-312026-04-10

DFSE DIMENSIONAL ETF TRUST8.6K shares-4.59%2026-03-312026-04-10

NFLX NETFLIX INC.3.7K shares0.27%2026-03-312026-04-10

Sponsored

MTB M & T BK CORP1.7K shares0.18%2026-03-312026-04-10

ALPHABET INC ALPHABET INC1.2K shares2.53%2026-03-312026-04-10

ESGU ISHARES TR2.2K shares0.00%2026-03-312026-04-10

IAGG ISHARES TR5.7K shares0.00%2026-03-312026-04-10

VSGX VANGUARD WORLD FD4.0K shares0.00%2026-03-312026-04-10

DFNM DIMENSIONAL ETF TRUST5.8K shares0.00%2026-03-312026-04-10

CVX CHEVRON CORPORATION1.3K shares-5.68%2026-03-312026-04-10

VIG VANGUARD SPECIALIZED FUNDS1.2K shares11.53%2026-03-312026-04-10

Sponsored

VNQ VANGUARD INDEX FDS2.8K shares-20.50%2026-03-312026-04-10

HD HOME DEPOT INC750 shares-6.48%2026-03-312026-04-10

GNMA ISHARES TR5.5K shares-1.75%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE847 shares0.83%2026-03-312026-04-10

TSLA TESLA INC642 shares8.81%2026-03-312026-04-10

VTEB VANGUARD MUN BD FDS4.8K shares0.00%2026-03-312026-04-10

VTES VANGUARD WELLINGTON FD2.3K shares0.00%2026-03-312026-04-10

VOE VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-10

Sponsored

BA BOEING CO1.1K shares-0.74%2026-03-312026-04-10

GBTC GRAYSCALE BITCOIN TRUST ETF4.0K shares0.00%2026-03-312026-04-10

VONV VANGUARD SCOTTSDALE FDS2.2K sharesnew addition2026-03-312026-04-10

PUTNAM ETF TRUST PUTNAM ETF TRUST15.2K shares0.00%2026-03-312026-04-10

VANGUARD INDEX FDS

1.24%

Shares91.8K

Event2026-03-31

Filed2026-04-10

VGSH

VANGUARD SCOTTSDALE FDS

2.04%

Shares511.0K

Event2026-03-31

Filed2026-04-10

VEA

VANGUARD TAX-MANAGED FDS

4.00%

Shares451.5K

Event2026-03-31

Filed2026-04-10

BSV

VANGUARD BD INDEX FDS

8.08%

Shares226.8K

Event2026-03-31

Filed2026-04-10

DFGR

DIMENSIONAL ETF TRUST

9.93%

Shares582.3K

Event2026-03-31

Filed2026-04-10

DUHP

DIMENSIONAL ETF TRUST

3.45%

Shares419.4K

Event2026-03-31

Filed2026-04-10

VCSH

VANGUARD SCOTTSDALE FDS

2.65%

Shares184.2K

Event2026-03-31

Filed2026-04-10

DFIP

DIMENSIONAL ETF TRUST

7.05%

Shares342.6K

Event2026-03-31

Filed2026-04-10

DFEM

DIMENSIONAL ETF TRUST

7.39%

Shares387.7K

Event2026-03-31

Filed2026-04-10

VMBS

VANGUARD SCOTTSDALE FDS

9.83%

Shares260.3K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

16.25%

Shares24.3K

Event2026-03-31

Filed2026-04-10

DFLV

DIMENSIONAL ETF TRUST

5.83%

Shares290.6K

Event2026-03-31

Filed2026-04-10

BNDX

VANGUARD CHARLOTTE FDS

19.03%

Shares214.4K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD INDEX FDS

6.25%

Shares51.5K

Event2026-03-31

Filed2026-04-10

DFUV

DIMENSIONAL ETF TRUST

-0.87%

Shares193.2K

Event2026-03-31

Filed2026-04-10

DFIS

DIMENSIONAL ETF TRUST

4.57%

Shares270.1K

Event2026-03-31

Filed2026-04-10

AVRE

AMERICAN CENTY ETF TR

0.02%

Shares173.2K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

6.12%

Shares22.2K

Event2026-03-31

Filed2026-04-10

AVSC

AMERICAN CENTY ETF TR

5.72%

Shares90.0K

Event2026-03-31

Filed2026-04-10

VWO

VANGUARD INTL EQUITY INDEX F

9.42%

Shares103.1K

Event2026-03-31

Filed2026-04-10

AVEM

AMERICAN CENTY ETF TR

-1.15%

Shares67.2K

Event2026-03-31

Filed2026-04-10

SHYG

ISHARES TR

2.43%

Shares120.5K

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

-5.29%

Shares34.6K

Event2026-03-31

Filed2026-04-10

DFSV

DIMENSIONAL ETF TRUST

9.97%

Shares138.3K

Event2026-03-31

Filed2026-04-10

DFAT

DIMENSIONAL ETF TRUST

-0.82%

Shares69.1K

Event2026-03-31

Filed2026-04-10

BLV

VANGUARD BD INDEX FDS

6.98%

Shares53.6K

Event2026-03-31

Filed2026-04-10

AVUV

AMERICAN CENTY ETF TR

-2.87%

Shares29.6K

Event2026-03-31

Filed2026-04-10

DFAE

DIMENSIONAL ETF TRUST

-3.94%

Shares93.7K

Event2026-03-31

Filed2026-04-10

BIV

VANGUARD BD INDEX FDS

22.06%

Shares40.2K

Event2026-03-31

Filed2026-04-10

DFSU

DIMENSIONAL ETF TRUST

-1.68%

Shares68.1K

Event2026-03-31

Filed2026-04-10

AVDE

AMERICAN CENTY ETF TR

3.09%

Shares32.2K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

13.10%

Shares9.5K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

7.08%

Shares8.5K

Event2026-03-31

Filed2026-04-10

VSS

VANGUARD INTL EQUITY INDEX F

-6.14%

Shares14.0K

Event2026-03-31

Filed2026-04-10

QUAL

ISHARES TR

8.39%

Shares10.3K

Event2026-03-31

Filed2026-04-10

VTIP

VANGUARD MALVERN FDS

-4.02%

Shares35.4K

Event2026-03-31

Filed2026-04-10

NYF

ISHARES TR

-8.70%

Shares32.8K

Event2026-03-31

Filed2026-04-10

VCEB

VANGUARD WORLD FD

4.21%

Shares25.6K

Event2026-03-31

Filed2026-04-10

IWC

ISHARES TR

-0.16%

Shares9.9K

Event2026-03-31

Filed2026-04-10

LAM RESEARCH CORP

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-10

DFSI

DIMENSIONAL ETF TRUST

9.92%

Shares34.7K

Event2026-03-31

Filed2026-04-10

LINDE PLC

New

Shares2.9K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

-16.89%

Shares1.9K

Event2026-03-31

Filed2026-04-10

UPS

UNITED PARCEL SVCS INC

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-10

VGSR

MANAGER DIRECTED PORTFOLIOS

-1.74%

Shares103.6K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

10.32%

Shares6.1K

Event2026-03-31

Filed2026-04-10

DFIV

DIMENSIONAL ETF TRUST

-0.14%

Shares20.0K

Event2026-03-31

Filed2026-04-10

REET

ISHARES TR

-9.06%

Shares40.1K

Event2026-03-31

Filed2026-04-10

VBR

VANGUARD INDEX FDS

-14.93%

Shares4.6K

Event2026-03-31

Filed2026-04-10

AVDV

AMERICAN CENTY ETF TR

-2.68%

Shares9.9K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

-4.30%

Shares2.0K

Event2026-03-31

Filed2026-04-10

SUSB

ISHARES TR

0.06%

Shares34.8K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

-1.41%

Shares2.2K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

6.26%

Shares2.6K

Event2026-03-31

Filed2026-04-10

ESGD

ISHARES TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

-20.57%

Shares2.2K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

1.61%

Shares2.9K

Event2026-03-31

Filed2026-04-10

NEE

NEXTERA ENERGY INC

0.15%

Shares6.5K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

-2.62%

Shares892

Event2026-03-31

Filed2026-04-10

AVLV

AMERICAN CENTY ETF TR

-1.99%

Shares7.0K

Event2026-03-31

Filed2026-04-10

NOC

NORTHROP GRUMMAN CORP

-0.13%

Shares767

Event2026-03-31

Filed2026-04-10

DFSB

DIMENSIONAL ETF TRUST

0.40%

Shares10.1K

Event2026-03-31

Filed2026-04-10

VONG

VANGUARD SCOTTSDALE FDS

121.72%

Shares4.6K

Event2026-03-31

Filed2026-04-10

ESGV

VANGUARD WORLD FD

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-10

ITOT

ISHARES TR

0.03%

Shares3.3K

Event2026-03-31

Filed2026-04-10