13F Filings History of Level Financial Advisors

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$378,244,912
Signature - Title
Bethany Wagner - Chief Compliance & Cybersecurity Officer
Location
East Amherst, NY
Summary
This page shows a list of all the recent 13F filings made by Level Financial Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Level Financial Advisors reported 95 stock holdings with total value $378,244,912 as of Q4 2025. Top holdings included VOO, VGSH, VEA, BSV, and DUHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 95 $378,244,912 +$23,264,601 -$4,202,929 +$19,061,672 VOO, VGSH, VEA, BSV, DUHP 13F-HR 26 Jan 2026, 12:31
Q3 2025 94 $354,763,448 +$20,228,534 -$2,034,465 +$18,194,069 VOO, VGSH, VEA, BSV, DUHP 13F-HR 15 Oct 2025, 10:53
Q2 2025 90 $321,389,870 +$14,224,701 -$3,422,002 +$10,802,699 VOO, VGSH, VEA, BSV, DUHP 13F-HR 15 Jul 2025, 15:45
Q1 2025 85 $294,142,893 +$24,610,627 -$1,157,731 +$23,452,896 VOO, VGSH, VEA, BSV, VCSH 13F-HR 10 Apr 2025, 11:29
Q4 2024 79 $272,514,980 +$22,374,787 -$5,359,831 +$17,014,956 VOO, VGSH, VEA, BSV, VCSH 13F-HR 22 Jan 2025, 15:10
Q3 2024 75 $262,039,088 +$20,786,267 -$2,629,436 +$18,156,831 VOO, VGSH, VEA, BSV, VCSH 13F-HR 10 Oct 2024, 12:44
Q2 2024 67 $230,751,774 +$15,386,290 -$6,227,861 +$9,158,429 VOO, VGSH, VEA, BSV, VCSH 13F-HR 23 Jul 2024, 14:46
Q1 2024 72 $220,454,993 +$19,043,785 -$9,862,525 +$9,181,260 VOO, VGSH, VEA, BSV, VCSH 13F-HR 19 Apr 2024, 15:56
Q4 2023 273 $202,285,367 +$11,220,843 -$1,882,894 +$9,337,949 VOO, VGSH, VEA, BSV, VCSH 13F-HR 22 Jan 2024, 19:30
Q3 2023 283 $178,854,394 +$6,778,622 -$1,891,701 +$4,886,921 VOO, VGSH, VEA, BSV, VCSH 13F-HR 18 Oct 2023, 15:27
Q2 2023 283 $179,084,529 +$8,784,126 -$1,551,834 +$7,232,292 VOO, VGSH, VEA, BSV, VCSH 13F-HR 14 Jul 2023, 17:10
Q1 2023 245 $166,603,560 +$10,082,942 -$2,251,744 +$7,831,198 VOO, VGSH, VEA, BSV, VCSH 13F-HR 10 Apr 2023, 15:42
Q4 2022 274 $152,641,000 +$15,660,343 -$6,542,154 +$9,118,189 VOO, VGSH, BSV, VEA, VCSH 13F-HR 23 Jan 2023, 14:10
Q3 2022 244 $135,428,000 +$14,467,631 -$7,273,940 +$7,193,691 VOO, VGSH, BSV, VEA, DFUV 13F-HR 18 Oct 2022, 17:26
Q2 2022 298 $135,783,000 +$22,912,455 -$2,187,948 +$20,724,507 VOO, VGSH, BSV, VCSH, VEA Restatement 10 Aug 2022, 16:30
Q1 2022 228 $129,791,000 +$10,807,509 -$6,542,286 +$4,265,223 VOO, VGSH, BSV, VEA, VCSH 13F-HR 08 Apr 2022, 12:57
Q4 2021 264 $131,103,000 $0 $0 $0 VOO, BSV, VGSH, VEA, VCSH 13F-HR 20 Jan 2022, 11:32