StockDriftsStockDriftsTop 50 Level Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.42% | 93.9K | $64.5M | +2.32%(+2.13K) | $420.19(+69.61%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.73% | 485.7K | $34.6M | +7.57%(+34.19K) | $50.07(+47.82%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.93% | 532.9K | $31.0M | +4.28%(+21.86K) | $59.70(-2.60%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.14% | 237.9K | $18.5M | +4.89%(+11.10K) | $80.08(-3.07%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.06% | 435.6K | $18.2M | +3.86%(+16.17K) | $29.79(+42.91%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 4% | 618.1K | $17.9M | +6.15%(+35.83K) | $26.00(+13.13%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.67% | 404.2K | $16.4M | +4.27%(+16.56K) | $28.28(+42.89%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.41% | 176.9K | $15.2M | +21.42%(+31.20K) | $68.67(+29.86%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 3.34% | 362.6K | $15.0M | +5.84%(+20.01K) | $41.54(-2.33%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.33% | 188.4K | $14.9M | +2.28%(+4.20K) | $78.71(-0.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.42% | +34.62% | — | — | +25.10% |
| Top 20 Holdings Unweighted | +9.30% | +30.56% | — | — | +20.08% |
Level Financial Advisors reports $447.54M in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.4%), VEA (7.7%) and VGSH (6.9%). The top 20 holdings account for 77.7% of reported assets. Its disclosed equity book has returned +34.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Level Financial Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1871734). View Level Financial Advisors’s 13F filings on SEC