StockDriftsStockDriftsTop 50 Level Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.44% | 93.2K | $65.4M | -0.74%(-699) | $420.19(+67.69%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 7.28% | 572.7K | $33.0M | +7.47%(+39.83K) | $59.58(-3.25%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.09% | 390.2K | $27.5M | -19.67%(-95.55K) | $50.07(+38.53%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.08% | 241.6K | $18.5M | +1.57%(+3.74K) | $80.03(-4.38%) | 2026-09-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.95% | 660.0K | $17.9M | +6.78%(+41.92K) | $26.12(+3.85%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.85% | 438.9K | $17.4M | +8.56%(+34.62K) | $29.22(+30.37%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.45% | 173.1K | $15.6M | -2.17%(-3.84K) | $68.67(+29.34%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.42% | 200.3K | $15.5M | +6.30%(+11.86K) | $78.67(-1.62%) | 2026-09-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 3.29% | 380.7K | $14.9M | +4.97%(+18.03K) | $41.47(-4.74%) | 2026-09-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 3.05% | 310.7K | $13.8M | +8.17%(+23.47K) | $46.37(-3.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.02% | +36.85% | — | — | +23.98% |
| Top 20 Holdings Unweighted | +9.50% | +31.28% | — | — | +18.33% |
Level Financial Advisors reports $452.55M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.4%), VGSH (7.3%) and VEA (6.1%). The top 20 holdings account for 74.57% of reported assets. Its disclosed equity book has returned +36.85% on a three-year cumulative basis. Figures reflect the Q3 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