Level Wealth Management LLC - Q42025 Holdings

Level Wealth Management LLC holds 60 stocks with a total portfolio value of $ 195.54M as of Q42025. In Q42025, Level Wealth Management LLC added 60 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Vanguard Index Fds (VTI), representing 26.84% of the total portfolio.