Level Wealth Management LLC — 13F holdings

Level Wealth Management LLC reported 89 holdings worth $262M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $70.7M (27.0%)
  2. BND VANGUARD BD INDEX FDS — $37.9M (14.5%)
  3. VEA VANGUARD TAX-MANAGED FDS — $28.8M (11.0%)
  4. ITOT ISHARES TR — $13.5M (5.1%)
  5. VTEB VANGUARD MUN BD FDS — $11.5M (4.4%)
  6. MUB ISHARES TR — $9.99M (3.8%)
  7. VWO VANGUARD INTL EQUITY INDEX F — $9.20M (3.5%)
  8. BNDX VANGUARD CHARLOTTE FDS — $8.10M (3.1%)
  9. DFAU DIMENSIONAL ETF TRUST — $6.43M (2.5%)
  10. VUG VANGUARD INDEX FDS — $4.55M (1.7%)