13F Filings History of Level Wealth Management LLC
- Latest 13F filing
- Q2 2026 - 28 Jul 2026
- Latest reported 13F value
- $249,670,122
- Largest 13F holdings
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VTI BND VEA VTEB ITOT VWO BNDX DFAU MUB VUG VBIL DFAC
+8 more
BSV IEFA DFAI VCSH MSFT VTV VOO V - Form 13F summary
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- Level Wealth Management LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Level Wealth Management LLC reported 70 equity holdings with a total reported market value of $249,670,122 for Q2 2026. Top reported holdings included VTI, BND, VEA, VTEB, and ITOT.
- Manager signature
- Teresa Douberly - Compliance Consultant
- Manager location
- Greensboro, NC
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$249,670,122
Quarter delta
+$36,214,779
Accepted
28 Jul 2026, 13:27
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 70 | $249,670,122 | +$25,999,241 | -$2,062,145 | +$23,937,096 | VTI, BND, VEA, VTEB, ITOT | 13F-HR | 28 Jul 2026, 13:27 |
| Q1 2026 | 67 | $213,455,343 | +$23,215,513 | -$967,410 | +$22,248,103 | VTI, BND, VEA, VTEB, ITOT | 13F-HR | 27 Apr 2026, 16:49 |
| Q4 2025 | 60 | $195,543,445 | +$12,156,669 | -$8,985,838 | +$3,170,831 | VTI, BND, VEA, ITOT, VTEB | 13F-HR | 02 Feb 2026, 13:15 |
| Q3 2025 | 61 | $189,981,591 | +$11,939,349 | -$3,279,929 | +$8,659,420 | VTI, BND, VEA, ITOT, VTEB | 13F-HR | 23 Oct 2025, 12:49 |
| Q2 2025 | 61 | $171,982,342 | +$26,057,012 | -$17,925,327 | +$8,131,685 | VTI, BND, VEA, ITOT, VTEB | 13F-HR | 29 Jul 2025, 14:01 |
| Q1 2025 | 52 | $152,803,010 | +$14,188,948 | -$1,592,272 | +$12,596,676 | VTI, BND, VEA, VTEB, VWO | 13F-HR | 28 Apr 2025, 14:22 |
| Q4 2024 | 53 | $141,542,597 | $0 | $0 | $0 | VTI, BND, VEA, VTEB, DFAU | Restatement | 24 Jan 2025, 16:14 |