Level Financial Advisors

Q2 2026 13F Holdings

Location
East Amherst, NY
Holdings as of
6/30/2026
Value ($000)
$447,535
Num holdings
95
Date filed
7/15/2026
Form type
13F-HR
Prev filing
4/10/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type