Level Wealth Management LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Teresa Douberly - Compliance Consultant
Location
Greensboro, NC
Holdings as of
31 Mar 2025
Value $
$152,803,010
Num holdings
52
Filing time
28 Apr 2025, 14:22:41 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, BND, VEA, VTEB, and VWO.
Previous filing
Q4 2024 - 24 Jan 2025
Next filing
Q2 2025 - 29 Jul 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 - Restatement by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Teresa Douberly Compliance Consultant Austin, Texas 28 Apr 2025