Level Wealth Management LLC
All 13F Filings
- Location
- Greensboro, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 249,670
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/28/2026 | 70 | 249,670 | 13F-HR | Level Wealth Management LLC |
| Q1 2026 | 4/27/2026 | 67 | 213,455 | 13F-HR | Level Wealth Management LLC |
| Q4 2025 | 2/2/2026 | 60 | 195,543 | 13F-HR | Level Wealth Management LLC |
| Q3 2025 | 10/23/2025 | 61 | 189,982 | 13F-HR | Level Wealth Management LLC |
| Q2 2025 | 7/29/2025 | 61 | 171,982 | 13F-HR | Level Wealth Management LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.14 K | 5.3% | 612 | 0 | 612 |
| ETFs | 233.9 K | 93.7% | 35.38 K | 0 | 35.38 K |
| Debt | 2.656 K | 1.1% | 229 | 0 | 229 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
249,670
Holdings
70
QoQ value change ($000)
36,215
(17.0%)
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.