Level Financial Advisors

Q3 2026 13F Holdings

Location
East Amherst, NY
Holdings as of
9/30/2026
Value ($000)
$452,548
Num holdings
91
Date filed
10/13/2026
Form type
13F-HR
Prev filing
7/15/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type