13F Filings History of Level Wealth Management LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$195,543,445
Signature - Title
Teresa Douberly - Compliance Consultant
Location
Greensboro, NC
Summary
This page shows a list of all the recent 13F filings made by Level Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Level Wealth Management LLC reported 60 stock holdings with total value $195,543,445 as of Q4 2025. Top holdings included VTI, BND, VEA, ITOT, and VTEB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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