Level Wealth Management LLC

13F Filings History

Latest 13F report: Q2 2025 - Jul 29, 2025
Value $: $172M
Signature - Title: Teresa Douberly - Compliance Consultant
Location: Greensboro, NC
Summary: This page shows a list of all the recent 13F filings made by Level Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Level Wealth Management LLC reported 61 stock holdings with total value $172M as of Q2 2025. Top holdings included VTI, BND, VEA, ITOT, and VTEB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	61	$172M	+$26.1M	-$17.9M	+$8.13M	VTI, BND, VEA, ITOT, VTEB	13F-HR	7/29/2025, 02:01 PM
Q1 2025	52	$153M	+$14.2M	-$1.59M	+$12.6M	VTI, BND, VEA, VTEB, VWO	13F-HR	4/28/2025, 02:22 PM
Q4 2024	53	$142M	$0	$0		VTI, BND, VEA, VTEB, DFAU	Restatement	1/24/2025, 04:14 PM