Level Financial Advisors
Q3 2025 13F Holdings
- Locationeast amherst, NY
- Num holdings
94
- Value ($000)
$354,763
- Date Filed 10/15/2025
- Form type13F-HR
- CIK 0001871734
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $54.52M | 15 % | 89,025 | ||
V VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $26.27M | 7 % | 446,325 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $24.63M | 7 % | 411,093 | ||
B VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $15.56M | 4 % | 197,233 | ||
D DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $14.55M | 4 % | 385,198 | ||
V VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $13.50M | 4 % | 168,898 | ||
D DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $12.81M | 4 % | 469,132 | ||
D DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $12.02M | 3 % | 284,722 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $10.22M | 3 % | 217,673 | ||
D DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $10.06M | 3 % | 313,736 |
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