Level Wealth Management LLC
All 13F Filings
- Location
- Greensboro, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 195,543
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 161.5 K | 82.6% | 1.681 K | 0 | 1.681 K |
| ETFs | 31.36 K | 16.0% | 4.771 K | 0 | 4.771 K |
| Debt | 2.385 K | 1.2% | 0 | 298 | -298 |
| Other | 320 | 0.2% | 0 | 592 | -592 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
195,543
Holdings
60
QoQ value change ($000)
5,561
(2.9%)
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.