Level Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Level Financial Advisors, Inc.Investment ActivityLevel Financial Advisors, Inc. has $272.51 million in total holdings as of December 31, 2024.Level Financial Advisors, Inc. owns shares of 79 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.21% of the portfolio was purchased this quarter.About 1.97% of the portfolio was sold this quarter.This quarter, Level Financial Advisors, Inc. has purchased 75 new stocks and bought additional shares in 42 stocks.Level Financial Advisors, Inc. sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $48,713,378Vanguard Short-Term Treasury Index ETF $24,168,484Vanguard FTSE Developed Markets ETF $18,109,944Vanguard Short-Term Bond ETF $13,642,570Vanguard Short-Term Corporate Bond ETF $12,457,901 Largest New Holdings this Quarter United Parcel Service $1,561,370 HoldingNVIDIA $586,732 HoldingMoog $420,832 HoldingDimensional Emerging Markets Sustainability Core 1 ETF $243,648 HoldingTesla $214,843 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 35,313 shares (about $1.69M)United Parcel Service 12,382 shares (about $1.56M)Vanguard Short-Term Treasury Index ETF 26,338 shares (about $1.53M)Vanguard Growth ETF 3,543 shares (about $1.45M)Dimensional Global Real Estate ETF 50,404 shares (about $1.29M) Largest Sales this Quarter Vanguard S&P 500 ETF 3,789 shares (about $2.04M)Exxon Mobil 5,049 shares (about $543.12K)Avantis U.S. Small Cap Value ETF 4,096 shares (about $395.39K)Dimensional Emerging Core Equity Market ETF 14,696 shares (about $372.84K)Vanguard FTSE All-World ex-US Small-Cap ETF 2,176 shares (about $249.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLevel Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$48,713,378$2,041,555 ▼-4.0%90,40917.9%ETFVGSHVanguard Short-Term Treasury Index ETF$24,168,484$1,532,344 ▲6.8%415,4098.9%ETFVEAVanguard FTSE Developed Markets ETF$18,109,944$1,688,666 ▲10.3%378,7116.6%ETFBSVVanguard Short-Term Bond ETF$13,642,570$294,785 ▲2.2%176,5575.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$12,457,901$820,822 ▲7.1%159,6964.6%ETFDUHPDimensional US High Profitability ETF$11,705,775$534,558 ▲4.8%346,4274.3%ETFDFGRDimensional Global Real Estate ETF$9,563,232$1,287,319 ▲15.6%374,4413.5%ETFVMBSVanguard Mortgage-Backed Securities ETF$8,776,254$563,940 ▲6.9%193,5653.2%ETFDFUVDimensional US Marketwide Value ETF$8,192,520$81,717 ▼-1.0%200,2083.0%ETFDFIPDimensional Inflation-Protected Securities ETF$6,601,074$1,225,936 ▲22.8%163,0272.4%ETFAVREAvantis Real Estate ETF$6,417,543$244,184 ▼-3.7%153,0902.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,951,066$1,195,598 ▲25.1%227,2272.2%ETFDFLVDimensional US Large Cap Value ETF$5,910,084$779,098 ▲15.2%196,8062.2%ETFVTIVanguard Total Stock Market ETF$5,494,514$25,213 ▲0.5%18,9592.0%ETFBNDXVanguard Total International Bond ETF$5,265,901$990,073 ▲23.2%107,3581.9%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$5,054,273$164,943 ▼-3.2%118,6171.9%ETFVTVVanguard Value ETF$4,440,429$907,623 ▲25.7%26,2281.6%ETFVUGVanguard Growth ETF$4,272,500$1,454,128 ▲51.6%10,4101.6%ETFDFATDimensional U.S. Targeted Value ETF$4,035,883$55,159 ▼-1.3%72,5101.5%ETFAVEMAvantis Emerging Markets Equity ETF$3,668,107$77,956 ▲2.2%62,3931.3%ETFDFISDimensional International Small Cap ETF$3,604,281$695,520 ▲23.9%146,7841.3%ETFAVSCAvantis U.S. Small Cap Equity ETF$3,172,665$633,076 ▲24.9%58,3641.2%ETFDFAEDimensional Emerging Core Equity Market ETF$2,854,042$372,837 ▼-11.6%112,4971.0%ETFVWOVanguard FTSE Emerging Markets ETF$2,737,252$578,463 ▲26.8%62,1541.0%ETFDFSVDimensional US Small Cap Value ETF$2,502,176$319,190 ▲14.6%81,2920.9%ETFAVUVAvantis U.S. Small Cap Value ETF$2,401,881$395,390 ▼-14.1%24,8820.9%ETFAAPLApple$2,249,254$70,367 ▼-3.0%8,9820.8%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$2,216,582$422,358 ▲23.5%58,4850.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,206,506$249,111 ▼-10.1%19,2740.8%ETFNYFiShares New York Muni Bond ETF$2,027,363$128,313 ▼-6.0%38,0940.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,981,456$231,255 ▼-10.5%40,9220.7%ManufacturingQUALiShares MSCI USA Quality Factor ETF$1,878,927$30,274 ▼-1.6%10,5510.7%ETFUPSUnited Parcel Service$1,561,370$1,561,370 ▲New Holding12,3820.6%TransportationBIVVanguard Intermediate-Term Bond ETF$1,494,451$557,262 ▲59.5%19,9980.5%ETFAVDEAvantis International Equity ETF$1,390,155$265,855 ▲23.6%22,6520.5%ETFIWCiShares Micro-Cap ETF$1,326,617$138,985 ▼-9.5%10,1750.5%ETFBLVVanguard Long-Term Bond ETF$1,280,938$568,652 ▲79.8%18,7190.5%ETFVBRVanguard Small-Cap Value ETF$1,232,634$21,403 ▼-1.7%6,2200.5%ETFXOMExxon Mobil$1,230,601$543,121 ▼-30.6%11,4400.5%Oils/EnergyREETiShares Global REIT ETF$1,221,577$21,980 ▼-1.8%50,9630.4%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$1,080,672$236,616 ▲28.0%17,4330.4%ETFMSFTMicrosoft$1,003,109$11,801 ▲1.2%2,3800.4%Computer and TechnologyMANAGER DIRECTED PORTFOLIOS$972,751$24,308 ▲2.6%96,1220.4%VERT GLB SUST REVBVanguard Small-Cap ETF$947,172$289,294 ▲44.0%3,9420.3%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$920,210$199,183 ▲27.6%37,2550.3%ManufacturingDFSIDimensional International Sustainability Core 1 ETF$864,980$348,935 ▲67.6%26,3310.3%ETFAMZNAmazon.com$791,340$150,940 ▲23.6%3,6070.3%Retail/WholesaleDFIVDimensional International Value ETF$752,178$30,584 ▼-3.9%21,2000.3%ETFBRK.BBerkshire Hathaway$717,996$60,286 ▲9.2%1,5840.3%FinanceAVDVAvantis International Small Cap Value ETF$692,151$50,634 ▲7.9%10,6350.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$690,3920.0%9,0670.3%ManufacturingNVDANVIDIA$586,732$586,732 ▲New Holding4,3690.2%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$571,059$11,594 ▼-2.0%4,4330.2%ManufacturingGOOGLAlphabet$539,218$3,787 ▲0.7%2,8480.2%Computer and TechnologyNEENextEra Energy$491,887$11,614 ▼-2.3%6,8610.2%UtilitiesMETAMeta Platforms$469,579$104,221 ▲28.5%8020.2%Computer and TechnologyESGVVanguard ESG US Stock ETF$442,965$38,076 ▼-7.9%4,2230.2%ETFDFSBDimensional Global Sustainability Fixed Income ETF$433,177$90,466 ▲26.4%8,5040.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$425,464$73,955 ▲21.0%3,3080.2%ETFSPYSPDR S&P 500 ETF Trust$421,9780.0%7200.2%FinanceMOG.BMoog$420,832$420,832 ▲New Holding2,1580.2%AerospaceJPMJPMorgan Chase & Co.$414,2190.0%1,7280.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$411,868$1,003 ▲0.2%8,2160.2%ETFNOCNorthrop Grumman$377,9900.0%8050.1%AerospaceNFLXNetflix$342,267$7,131 ▲2.1%3840.1%Consumer DiscretionaryMTBM&T Bank$333,032$564 ▼-0.2%1,7710.1%FinanceLLYEli Lilly and Company$326,727$50,206 ▲18.2%4230.1%MedicalGRAYSCALE BITCOIN TRUST ETF$299,1150.0%4,0410.1%SHS REP COM UTSUSCiShares ESG Aware USD Corporate Bond ETF$294,951$1,204 ▼-0.4%12,9820.1%ManufacturingAVSEAvantis Responsible Emerging Markets Equity ETF$282,525$202 ▲0.1%5,6020.1%ETFIAGGiShares Core International Aggregate Bond ETF$272,8130.0%5,4650.1%ETFVSGXVanguard ESG International Stock ETF$261,473$17,972 ▼-6.4%4,6120.1%ETFGOOGAlphabet$258,9980.0%1,3600.1%Computer and TechnologyHDHome Depot$251,709$14,394 ▲6.1%6470.1%Retail/WholesaleDFSEDimensional Emerging Markets Sustainability Core 1 ETF$243,648$243,648 ▲New Holding7,3540.1%ETFGNMAiShares GNMA Bond ETF$240,279$816 ▲0.3%5,5970.1%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$229,7730.0%2,2920.1%ETFTSLATesla$214,843$214,843 ▲New Holding5320.1%Auto/Tires/TrucksAVLVAvantis U.S. Large Cap Value ETF$210,748$210,748 ▲New Holding3,1560.1%ETFGEGeneral Electric$0$257,600 ▼-100.0%00.0%TransportationVOEVanguard Mid-Cap Value ETF$0$200,026 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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