Level Financial Advisors: 13F holdings
CIK 18717342026Q2
| Positions | 95 |
|---|---|
| Reported value | $447.5m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 93,946 | $64.5m | 14.4% |
| VEA VANGUARD TAX-MANAGED FDS | 485,706 | $34.6m | 7.7% |
| VGSH VANGUARD SCOTTSDALE FDS | 532,912 | $31.0m | 6.9% |
| BSV VANGUARD BD INDEX FDS | 237,879 | $18.5m | 4.1% |
| DIMENSIONAL ETF TRUST | 435,560 | $18.2m | 4.1% |
| DIMENSIONAL ETF TRUST | 618,117 | $17.9m | 4.0% |
| DFEM DIMENSIONAL ETF TRUST | 404,242 | $16.4m | 3.7% |
| VUG VANGUARD INDEX FDS | 176,907 | $15.2m | 3.4% |
| DIMENSIONAL ETF TRUST | 362,625 | $15.0m | 3.3% |
| VCSH VANGUARD SCOTTSDALE FDS | 188,449 | $14.9m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1871734")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.