Investor
Level Financial Advisors
CIK 0001871734 · filed 2026-04-10 · SEC filing
13F book
$392.1M
Positions
92
2 new · 5 sold
Largest name
14.0%
Vanguard Index Fds
Est. mark
−$1.35M
Price effect on 90 names still held. Flow $15.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 91.8K | $54.9M | 14.0% | −$2.68M | Added−$2.01M |
| Vanguard Scottsdale Fds | — | 511K | $29.9M | 7.6% | −$95.2K | Added$502.2K |
| Vanguard Tax-Managed Fds | — | 451.5K | $28.9M | 7.4% | $699K | Added$1.81M |
| Vanguard Bd Index Fds | — | 226.8K | $17.8M | 4.5% | −$83.9K | Added$1.25M |
| Dimensional Etf Trust | — | 582.3K | $15.5M | 3.9% | $84.8K | Added$1.48M |
| Dimensional Etf Trust | — | 419.4K | $15.4M | 3.9% | −$514.9K | Added−$896 |
| Vanguard Scottsdale Fds | — | 184.2K | $14.6M | 3.7% | −$82.6K | Added$295.1K |
| Dimensional Etf Trust | — | 342.6K | $14.3M | 3.6% | $52.8K | Added$993.6K |
| Dimensional Etf Trust | — | 387.7K | $13.4M | 3.4% | $530.7K | Added$1.45M |
| Vanguard Scottsdale Fds | — | 260.3K | $12.2M | 3.1% | −$30.8K | Added$1.06M |
| Vanguard Growth Etf | — | 24.3K | $10.6M | 2.7% | −$1.07M | Added$415.5K |
| Dimensional Etf Trust | — | 290.6K | $10.4M | 2.6% | $411.9K | Added$983.3K |
| Vanguard Charlotte Fds | — | 214.4K | $10.3M | 2.6% | −$48.6K | Added$1.6M |
| Vanguard Index Fds | — | 51.5K | $10.1M | 2.6% | $252.3K | Added$847K |
| Dimensional Etf Trust | — | 193.2K | $9.36M | 2.4% | $361.2K | Cut$282.3K |
| Dimensional Etf Trust | — | 270.1K | $9.09M | 2.3% | $188.5K | Added$585.6K |
| American Centy Etf Tr | — | 173.2K | $7.63M | 1.9% | $84.9K | Added$86.2K |
| Vanguard Index Fds | — | 22.2K | $7.13M | 1.8% | −$302.7K | Added$108.5K |
| American Centy Etf Tr | — | 90K | $5.6M | 1.4% | $302.9K | Added$606.2K |
| Vanguard Intl Equity Index F | — | 103.1K | $5.57M | 1.4% | $27.3K | Added$506.8K |
| American Centy Etf Tr | — | 67.2K | $5.41M | 1.4% | $239.2K | Cut$178.7K |
| Ishares Tr | — | 120.5K | $5.1M | 1.3% | −$65.9K | Added$55.1K |
| Procter And Gamble Co | PG | 34.6K | $5M | 1.3% | $39.2K | Cut−$237.6K |
| Dimensional Etf Trust | — | 138.3K | $4.85M | 1.2% | $270.4K | Added$709.7K |
| Dimensional Etf Trust | — | 69.1K | $4.31M | 1.1% | $200.9K | Cut$167.1K |
| Vanguard Bd Index Fds | — | 53.6K | $3.69M | 0.9% | −$37.1K | Added$203.6K |
| American Centy Etf Tr | — | 29.6K | $3.27M | 0.8% | $251.2K | Cut$162.1K |
| Dimensional Etf Trust | — | 93.7K | $3.17M | 0.8% | $120.9K | Cut−$4.25K |
| Vanguard Bd Index Fds | — | 40.2K | $3.1M | 0.8% | −$23.1K | Added$537.8K |
| Dimensional Etf Trust | — | 68.1K | $2.8M | 0.7% | −$159.4K | Cut−$209.9K |
| American Centy Etf Tr | — | 32.2K | $2.73M | 0.7% | $78.7K | Added$160.6K |
| Vanguard Index Fds | — | 9.5K | $2.49M | 0.6% | $33.4K | Added$321.7K |
| Apple Inc. | AAPL | 8.5K | $2.16M | 0.5% | −$143.2K | Added−$560 |
| Vanguard Intl Equity Index F | — | 14K | $2.04M | 0.5% | $34.4K | Cut−$96.6K |
| Ishares Tr | — | 10.3K | $1.97M | 0.5% | −$64.4K | Added$87.9K |
| Vanguard Malvern Fds | — | 35.4K | $1.77M | 0.4% | $17.3K | Cut−$55.8K |
| Ishares Tr | — | 32.8K | $1.74M | 0.4% | −$12.8K | Cut−$180K |
| Vanguard World Fd | — | 25.6K | $1.61M | 0.4% | −$19.6K | Added$45.3K |
| Ishares Tr | — | 9.93K | $1.59M | 0.4% | $19K | Cut$16.4K |
| Lam Research Corp | LRCX | 7.05K | $1.51M | 0.4% | $299.6K | Held |
| Dimensional Etf Trust | — | 34.7K | $1.47M | 0.4% | −$14.1K | Added$118.6K |
| Linde Plc | LIN | 2.94K | $1.46M | 0.4% | — | New |
| Spdr S&P 500 Etf Tr | — | 1.88K | $1.22M | 0.3% | −$59.7K | Cut−$320.9K |
| United Parcel Service Inc | UPS | 12.4K | $1.22M | 0.3% | −$10K | Held |
| Manager Directed Portfolios | — | 103.6K | $1.07M | 0.3% | −$7.25K | Cut−$26.3K |
| Nvidia Corp | NVDA | 6.13K | $1.07M | 0.3% | −$67.3K | Added$32.8K |
| Dimensional Etf Trust | — | 20K | $1.05M | 0.3% | $57.5K | Cut$56.1K |
| Ishares Tr | — | 40.1K | $1.01M | 0.3% | $8.02K | Cut−$91.6K |
| Vanguard Index Fds | — | 4.61K | $1M | 0.3% | $25.1K | Cut−$146.3K |
| American Centy Etf Tr | — | 9.93K | $991.7K | 0.3% | $58.5K | Cut$32.8K |
| Berkshire Hathaway Inc Del | — | 1.98K | $948.8K | 0.2% | −$46.4K | Cut−$91.2K |
| Ishares Tr | — | 34.8K | $873.4K | 0.2% | −$6.09K | Added−$5.57K |
| Microsoft Corp | MSFT | 2.24K | $829.9K | 0.2% | −$254.3K | Cut−$269.7K |
| Alphabet Inc | — | 2.62K | $752.1K | 0.2% | −$62.6K | Added−$18.3K |
| Ishares Tr | — | 7.84K | $749.9K | 0.2% | $4.16K | Held |
| Jpmorgan Chase & Co. | — | 2.25K | $660.9K | 0.2% | −$63.1K | Cut−$250.6K |
| Amazon Com Inc | AMZN | 2.9K | $603.1K | 0.2% | −$64.3K | Added−$54.7K |
| Nextera Energy Inc | — | 6.49K | $603.1K | 0.2% | $81.7K | Added$82.6K |
| Ishares Tr | — | 892 | $582.4K | 0.1% | −$28.3K | Cut−$44.7K |
| American Centy Etf Tr | — | 7.03K | $566.8K | 0.1% | $34K | Cut$23.2K |
| Northrop Grumman Corp | — | 767 | $523.3K | 0.1% | $86.1K | Cut$85.5K |
| Dimensional Etf Trust | — | 10.1K | $520.5K | 0.1% | −$574 | Added$1.5K |
| Vanguard Scottsdale Fds | — | 4.57K | $501.7K | 0.1% | −$24.9K | Added$250.6K |
| Vanguard World Fd | — | 4.22K | $474.4K | 0.1% | −$36.7K | Held |
| Ishares Tr | — | 3.32K | $472.3K | 0.1% | −$20.7K | Added−$20.6K |
| Meta Platforms, Inc. | META | 814 | $465.7K | 0.1% | −$66.5K | Added−$33.3K |
| Exxon Mobil Corp | — | 2.72K | $461.6K | 0.1% | $134.2K | Cut$132.7K |
| Eli Lilly & Co | LLY | 447 | $411K | 0.1% | −$69.2K | Cut−$81K |
| American Centy Etf Tr | — | 6.17K | $410.9K | 0.1% | $8.98K | Added$46.1K |
| Dimensional Etf Trust | — | 7.35K | $385.6K | 0.1% | −$791 | Added$159.9K |
| Dimensional Etf Trust | — | 8.62K | $365.3K | 0.1% | $7.67K | Cut−$9.54K |
| Netflix Inc | NFLX | 3.72K | $357.7K | 0.1% | $8.87K | Added$9.83K |
| M & T Bk Corp | — | 1.69K | $349.8K | 0.1% | $8.93K | Added$9.55K |
| Alphabet Inc | — | 1.18K | $337.1K | 0.1% | −$30.9K | Added−$22.6K |
| Ishares Tr | — | 2.19K | $309.9K | 0.1% | −$16.6K | Held |
| Ishares Tr | — | 5.7K | $285.2K | 0.1% | $171 | Held |
| Vanguard World Fd | — | 3.96K | $284.4K | 0.1% | $436 | Held |
| Dimensional Etf Trust | — | 5.78K | $276.8K | 0.1% | −$1.39K | Held |
| Chevron Corp New | CVX | 1.3K | $268.1K | 0.1% | $70.5K | Cut$58.6K |
| Vanguard Specialized Funds | — | 1.23K | $264.1K | 0.1% | −$5.2K | Added$22.1K |
| Vanguard Index Fds | — | 2.78K | $246.7K | 0.1% | $580 | Cut−$62.9K |
| Home Depot, Inc. | HD | 750 | $246.5K | 0.1% | −$11.6K | Cut−$29.5K |
| Ishares Tr | — | 5.5K | $244K | 0.1% | −$1.16K | Cut−$5.52K |
| Ge Aerospace | — | 847 | $240.4K | 0.1% | −$20.4K | Added−$18.4K |
| Tesla, Inc. | TSLA | 642 | $238.7K | 0.1% | −$46K | Added−$26.7K |
| Vanguard Mun Bd Fds | — | 4.77K | $238K | 0.1% | −$1.91K | Held |
| Vanguard Wellington Fd | — | 2.29K | $231.8K | 0.1% | −$997 | Held |
| Vanguard Index Fds | — | 1.19K | $218.6K | 0.1% | $8.29K | Held |
| Boeing Co | — | 1.07K | $213.8K | 0.1% | −$19.5K | Cut−$21.2K |
| Grayscale Bitcoin Trust Etf | GBTC | 4.04K | $213.2K | 0.1% | −$63K | Held |
| Vanguard Scottsdale Fds | — | 2.16K | $202.7K | 0.1% | — | New |
| Putnam Etf Trust | — | 15.2K | $118.3K | 0.0% | −$682 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.