• 13F History

Level Financial Advisors

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$294M
Signature - Title
Bethany Wagner - Chief Compliance Officer
Location
East Amherst, NY
Summary
This page shows a list of all the recent 13F filings made by Level Financial Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Level Financial Advisors reported 85 stock holdings with total value $294M as of Q1 2025. Top holdings included VOO, VGSH, VEA, BSV, and VCSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 85 $294M +$24.6M -$1.16M +$23.5M VOO, VGSH, VEA, BSV, VCSH 13F-HR 4/10/2025, 11:29 AM
Q4 2024 79 $273M +$22.4M -$5.36M +$17M VOO, VGSH, VEA, BSV, VCSH 13F-HR 1/22/2025, 03:10 PM
Q3 2024 75 $262M +$20.8M -$2.63M +$18.2M VOO, VGSH, VEA, BSV, VCSH 13F-HR 10/10/2024, 12:44 PM
Q2 2024 67 $231M +$15.3M -$6.23M +$9.11M VOO, VGSH, VEA, BSV, VCSH 13F-HR 7/23/2024, 02:46 PM
Q1 2024 71 $220M +$19M -$9.86M +$9.1M VOO, VGSH, VEA, BSV, VCSH 13F-HR 4/19/2024, 03:56 PM
Q4 2023 273 $202M +$11.2M -$1.88M +$9.34M VOO, VGSH, VEA, BSV, VCSH 13F-HR 1/22/2024, 07:30 PM
Q3 2023 283 $179M +$6.78M -$1.83M +$4.95M VOO, VGSH, VEA, BSV, VCSH 13F-HR 10/18/2023, 03:27 PM
Q2 2023 283 $179M +$8.78M -$1.38M +$7.4M VOO, VGSH, VEA, BSV, VCSH 13F-HR 7/14/2023, 05:10 PM
Q1 2023 245 $167M +$10.1M -$2.07M +$8.01M VOO, VGSH, VEA, BSV, VCSH 13F-HR 4/10/2023, 03:42 PM
Q4 2022 248 $153M +$15.7M -$5.79M +$9.87M VOO, VGSH, BSV, VEA, VCSH 13F-HR 1/23/2023, 01:10 PM
Q3 2022 228 $135M +$14.4M -$6.91M +$7.47M VOO, VGSH, BSV, VEA, DFUV 13F-HR 10/18/2022, 05:26 PM
Q2 2022 264 $136M +$22.9M -$2.08M +$20.8M VOO, VGSH, BSV, VCSH, VEA Restatement 8/10/2022, 04:30 PM
Q1 2022 222 $130M +$10.8M -$898K +$9.91M VOO, VGSH, BSV, VEA, VCSH 13F-HR 4/8/2022, 12:57 PM
Q4 2021 248 $131M VOO, BSV, VGSH, VEA, VCSH 13F-HR 1/20/2022, 10:32 AM