Level Financial Advisors

**Level Financial Advisors, Inc.** manages $378M across a diversified portfolio of 95 positions. The strategy exhibits a notable allocation to core U.S. equity exposure, highlighted by the $56.9M holding in VOO. Significant diversification is evident through fixed income and international exposure, with top holdings including $29.4M in VGSH and $27.1M in VEA. The concentrated top decile further signals tactical interest in specific sectors, notably with $16.5M in BSV and $14.3M in VCSH.

📌 Top Holdings