Level Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationgreensboro, NC
- CIK0002036775
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
61 | $171.98M | VTI, BND, VEA, ITOT | 13F-HR | Jul 29, 2025 | 000200143425000007 | ||
52 | $152.80M | VTI, BND, VEA, VANGUARD MUN BD FDS | 13F-HR | Apr 28, 2025 | 000203677525000003 | ||
53 | $141.54M | VTI, BND, VEA, VANGUARD MUN BD FDS | RESTATEMENT | Jan 24, 2025 | 000200143425000003 |