Level Wealth Management LLC: summary

Level Wealth Management LLC reported 89 positions with a reported value of $262.15M in its 13F for Q3 2026. Compared with Q2 2026: 21 new positions, 2 exited.

Top positions

• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
• VANGUARD TOTAL BOND MARKET ETF
• VANGUARD FTSE DEVELOPED MARKETS ETF
• ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
• VANGUARD TAX-EXEMPT BOND ETF
• ISHARES NATIONAL MUNI BOND ETF
• VANGUARD FTSE EMERGING MARKETS ETF
• VANGUARD CHARLOTTE FDS
• DIMENSIONAL ETF TRUST
• VANGUARD MORNINGSTAR GROWTH ETF