Level Wealth Management LLC

Q2 2026 13F Holdings

Location
Greensboro, NC
Holdings as of
6/30/2026
Value
$250M
Num holdings
70
Date filed
7/28/2026
Form type
13F-HR
Prev filing
4/27/2026
Next filing
10/23/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type