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Value $
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$142M
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Signature - Title
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Teresa Douberly - Compliance Consultant
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Location
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Greensboro, NC
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Summary
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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 53 stock holdings with total value $142M as of Q4 2024. Top holdings included VTI, BND, VEA, VTEB, and DFAU.