Level Financial Advisors

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$273M
Signature - Title
Bethany Wagner - Chief Compliance 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 79 stock holdings with total value $273M as of Q4 2024. Top holdings included VOO, VGSH, VEA, BSV, and VCSH.
Holdings Value