Level Financial Advisors — 13F holdings

Level Financial Advisors reported 91 holdings worth $453M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $65.4M (14.4%)
  2. VGSH VANGUARD SCOTTSDALE FDS — $33.0M (7.3%)
  3. VEA VANGUARD TAX-MANAGED FDS — $27.5M (6.1%)
  4. DUHP DFA INVT DIMENSIONS GROUP IN — $18.8M (4.1%)
  5. BSV VANGUARD BD INDEX FDS — $18.5M (4.1%)
  6. DFGR DIMENSIONAL ETF TRUST — $17.9M (3.9%)
  7. DFEM DIMENSIONAL ETF TRUST — $17.4M (3.9%)
  8. VUG VANGUARD INDEX FDS — $15.6M (3.4%)
  9. VCSH VANGUARD SCOTTSDALE FDS — $15.5M (3.4%)
  10. DFIP DIMENSIONAL ETF TRUST — $14.9M (3.3%)