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Showing Q3 2025 data
Level Wealth Management LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Level Wealth Management LLC
•CIK: 2036775•Filing: Q3 2025
**Level Wealth Management LLC** manages $190M across a diversified portfolio of 61 positions. The strategy exhibits a significant allocation to core US equity exposure, anchored by VTI at $50.8M, complemented by fixed income through BND ($30.5M). Further diversification is evident with substantial international holdings, including VEA ($21.1M) and VWO ($7.4M). The top ten holdings represent a tactical mix of broad market indices and international debt, signaling a balanced, multi-asset approach.
Total AUM
$190.0M
QoQ Performance
+10.5%
Positions
40
Top 10 Concentration
80.2%
Latest Filing
Q3 2025
Top Holdings Allocation
VTI
BND
VEA
ITOT
VTI26.7%
BND16.0%
VEA11.1%
ITOT7.3%
VTEB4.3%
VWO3.9%
DFAU3.3%
MUB3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.8%
Technology2.9%
ETF1.4%
Financial1.3%
Consumer0.5%
Utilities0.5%
Consumer Staples0.3%
Industrial0.2%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW3 new positions
↑21 increased
↓18 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024