Level Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Greensboro, NC
CIK
0002036775
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
52
152,803
VTI, BND, VEA, VTEB
13F-HR
4/28/2025
000203677525000003
Q4 2024
53
141,542
VTI, BND, VEA, VTEB
RESTATEMENT
1/24/2025
000200143425000003
Additional filings from Level Wealth Management LLC that have since been restated
Q4 2024