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Value $
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$273M
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Signature - Title
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Bethany Wagner - Chief Compliance Officer
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Location
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East Amherst, NY
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Summary
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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.