Level Wealth Management LLC
Q3 2025 13F Holdings
- Locationgreensboro, NC
- Num holdings
61
- Value ($000)
$189,982
- Date Filed10/23/2025
- Form type13F-HR
- CIK0002036775
- 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 |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $50.75M | 27 % | 154,660 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $30.48M | 16 % | 409,877 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $21.09M | 11 % | 351,906 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $13.91M | 7 % | 95,499 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $8.26M | 4 % | 164,984 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $7.39M | 4 % | 136,374 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.20M | 3 % | 135,483 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $5.75M | 3 % | 53,997 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $5.05M | 3 % | 102,030 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.50M | 2 % | 40,054 |
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