Level Financial Advisors
Level Financial Advisors reported 91 stocks worth $453M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (14.4%), VGSH (7.3%) and VEA (6.1%). Compared with Q2 2026, the fund opened new positions in DUHP, DFSV and XOM, added to VGSH, BSV and DFGR, trimmed VOO, VEA and VUG and sold out of ILTB, SUSC and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $65.4M | 14.4% | 93K | −699 (−1%) | 8 of 8 | |
| 2 |  VGSH Vanguard Scottsdale Fds | $33M | 7.3% | 573K | +40K (+7%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $27.5M | 6.1% | 390K | −96K (−20%) | 8 of 8 | |
| 4 |  DUHP Dfa Invt Dimensions Group in | $18.8M | 4.1% | 447K | New position | 1 of 8 | |
| 5 |  BSV Vanguard Short-Term Bond ETF | $18.5M | 4.1% | 242K | +3,741 (+2%) | 8 of 8 | |
| 6 |  DFGR Dimensional ETF Trust | $17.9M | 4.0% | 660K | +42K (+7%) | 8 of 8 | |
| 7 |  DFEM Dimensional ETF Trust | $17.4M | 3.9% | 439K | +35K (+9%) | 8 of 8 | |
| 8 |  VUG Vanguard Index Fds | $15.6M | 3.5% | 173K | −3,841 (−2%) | 8 of 8 | |
| 9 |  VCSH Vanguard Scottsdale Fds | $15.5M | 3.4% | 200K | +12K (+6%) | 8 of 8 | |
| 10 |  DFIP Dimensional Infltn Prtd | $14.9M | 3.3% | 381K | +18K (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $18.2M | 436K |
DIMENSIONAL ETF TRUST | $5.6M | 144K |
 ILTB Ishares TR | $739K | 15K |
 SUSC Ishares TR | $473K | 20K |
 XOM Exxon Mobil Corp | $372K | 2,721 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Level Financial Advisors 13F FAQ
What does Level Financial Advisors own?
Level Financial Advisors reported 91 stocks worth $453M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (14.4%), VGSH (7.3%) and VEA (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Level Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 37 added to, 35 trimmed and 11 sold out. New positions include DUHP, DFSV and XOM. It sold all of ILTB, SUSC and XOM.
When will Level Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Level Financial Advisors's portfolio worth?
The Q3 2026 filing reports $453M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.