account_balance
Investment manager · 13F filer · SEC CIK 1871734
Level Financial Advisors
Reported value$453Mas of Sep 30, 2026
Positions91 4 new, 8 sold out
Top 10 weight54.0%VOO alone is 14%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
14.4%
VGSHVanguard Scottsdale FDS
7.3%Added +7%
VEAVanguard Tax-Managed FDS
6.1%Trimmed −20%
DUHPDfa Invt Dimensions Group In
4.1%Added +3%
BSVVanguard Bd Index FDS
4.1%
DFGRDimensional ETF Trust
3.9%Added +7%
DFEMDimensional ETF Trust
3.9%Added +9%
VUGVanguard Index FDS
3.4%Trimmed −2%
VCSHVanguard Scottsdale FDS
3.4%Added +6%
DFIPDimensional ETF Trust
3.3%Added +5%
VMBSVanguard Scottsdale FDS
3.0%Added +8%
VTVVanguard Index FDS
3.0%Added +6%
VOOVanguard Index FDS
14.4%
VGSHVanguard Scottsdale FDS
7.3%
VEAVanguard Tax-Managed FDS
6.1%−20%
DUHPDfa Invt Dimensions Group In
4.1%+3%
BSV4.1%
DFGRDimensional ETF Trust
3.9%
DFEMDimensional ETF Trust
3.9%
VUGVanguard Index FDS
3.4%
VCSHVanguard Scottsdale FDS
3.4%
DFIP3.3%
VMBS3.0%
VTV3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 14.4% Held
VGSH Vanguard Scottsdale FDS 7.3% Added +7%
VEA Vanguard Tax-Managed FDS 6.1% Trimmed −20%
DUHP Dfa Invt Dimensions Group In 4.1% Added +3%
BSV Vanguard Bd Index FDS 4.1% Held
DFGR Dimensional ETF Trust 3.9% Added +7%
DFEM Dimensional ETF Trust 3.9% Added +9%
VUG Vanguard Index FDS 3.4% Trimmed −2%
VCSH Vanguard Scottsdale FDS 3.4% Added +6%
DFIP Dimensional ETF Trust 3.3% Added +5%
VMBS Vanguard Scottsdale FDS 3.0% Added +8%
VTV Vanguard Index FDS 3.0% Added +6%
What changed
Biggest moves since Jun 30, 2026
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