LF

Level Financial Advisors

13F
Level Financial Advisors
Last update 2025-07-15 90 Stocks (6 new)
Value $321.00 Mil Turnover 4 %
Countries:
Top Holdings: VOO(15.74%)VGSH(7.67%)VEA(7.13%)BSV(4.70%)DUHP(4.02%)
Summary Stock Picks Current Portfolio
Level Financial Advisors Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
89,045
50,580.5
-1.48%
15.740
-0.23%
0.010
+19.71%
+7.97%
658,032.1
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
419,170
24,638.8
-0.85%
7.670
-0.07%
0.110
+0.87%
+2.82%
22,524.0
 
VEA
Vanguard FTSE Developed Markets ETF
402,018
22,919.0
+0.94%
7.130
+0.07%
0.010
+12.11%
+21.29%
160,177.0
 
BSV
Vanguard Short-Term Bond ETF
191,992
15,109.7
+6.45%
4.700
+0.28%
0.040
+1.37%
+3.51%
38,474.6
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
363,744
12,934.7
+1.19%
4.020
+0.05%
0.150
+15.42%
+7.01%
8,862.8
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
160,909
12,792.3
+0.73%
3.980
+0.03%
0.040
+2.24%
+3.96%
34,991.5
 
DFGR
Dimensional Global Real Estate ETF
426,776
11,450.4
+3.68%
3.560
+0.13%
0.450
+6.44%
+7.48%
2,627.0
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
207,228
9,603.0
+5.65%
2.990
+0.16%
0.070
+2.45%
+3.96%
14,467.6
 
DFUV
Dimensional US Marketwide Value ETF
199,691
8,443.0
-0.20%
2.630
-0.01%
0.070
+12.36%
+5.06%
11,765.5
 
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
199,579
8,344.4
+6.58%
2.600
+0.16%
0.890
+1.27%
+3.42%
938.0
 

Level Financial Advisors's Historical Top Holdings Breakdowns

Level Financial Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.62%
●
329.49 ($394.63) 438.4
$447.28
13.34%
Add 36.36%
17,146
4,572
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-06-30
Add
Add
+0.38%
●
48.77 ($49.21) 49.55
$49.39
0.37%
Add 20.93%
142,332
24,633
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.35%
●
153.67 ($168.97) 176.74
$178.87
5.86%
Add 16.29%
45,014
6,305
BSV
Vanguard Short-Term Bond ETF
2025-06-30
Add
Add
+0.28%
●
77.74 ($78.19) 78.78
$78.50
0.40%
Add 6.45%
191,992
11,637
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
2025-06-30
Add
Add
+0.24%
●
23.2 ($27.63) 29.84
$30.33
9.77%
Add 14.96%
197,207
25,662
VOO
Vanguard S&P 500 ETF
2025-06-30
Reduce
Reduce
-0.23%
●
456.74 ($525.37) 568.03
$577.95
10.01%
Reduce -1.48%
89,045
-1,341
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+0.23%
●
243.75 ($281.15) 303.93
$309.80
10.19%
Add 12.81%
21,359
2,425
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-06-30
Add
Add
+0.19%
●
23.4 ($27.48) 29.68
$30.44
10.77%
Add 8.37%
272,985
21,086
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
2025-06-30
Add
Add
+0.16%
●
41.11 ($41.57) 42.42
$41.88
0.73%
Add 6.58%
199,579
12,326
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-06-30
Add
Add
+0.16%
●
45.15 ($45.77) 46.6
$46.12
0.76%
Add 5.65%
207,228
11,076

Level Financial Advisors Total Holding History ($B)

To

Level Financial Advisors's Asset Allocation

To

Level Financial Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Level Financial Advisors's Hypothetical Growth since 2025-06-30

Level Financial Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

Level Financial Advisors's Holdings Heat Map

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Level Financial Advisors's Holdings Bubble Chart

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