Level Wealth Management LLC - Q12026 Holdings

Level Wealth Management LLC holds 67 stocks with a total portfolio value of $ 213.46M as of Q12026. In Q12026, Level Wealth Management LLC added 7 new positions, increased stakes in 31 stocks, reduced 11 holdings, and fully exited 0 positions. The largest holding is Vanguard Index Fds (VTI), representing 25.62% of the total portfolio.