Level Financial Advisors
All 13F Filings
- Location
- East Amherst, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 447,535
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 95 | 447,535 | 13F-HR | Level Financial Advisors |
| Q1 2026 | 4/10/2026 | 92 | 392,079 | 13F-HR | Level Financial Advisors |
| Q4 2025 | 1/26/2026 | 95 | 378,245 | 13F-HR | Level Financial Advisors |
| Q3 2025 | 10/15/2025 | 94 | 354,763 | 13F-HR | Level Financial Advisors |
| Q2 2025 | 7/15/2025 | 90 | 321,390 | 13F-HR | Level Financial Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.42 K | 5.5% | 2.431 K | 0 | 2.431 K |
| ETFs | 400.8 K | 89.6% | 52.45 K | 0 | 52.45 K |
| Debt | 22.3 K | 5.0% | 581 | 0 | 581 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
447,535
Holdings
95
QoQ value change ($000)
55,456
(14.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.