Level Financial Advisors
Annual return '25
+48.7%
SPY '25
+17.7%
Alpha
+30.9ptsvs SPY
Invested
$289B
Holdings
1,617
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Held since at least Q1 2024
17.5%
02
$ORCL
ORACLE CORP
Held since at least Q1 2024
8.4%
03
$MU
MICRON TECHNOLOGY INC
Held since at least Q1 2024
8.0%
04
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
7.7%
05
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
7.4%
06
$BSV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
4.6%
07
$DFGR
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.0%
08
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.9%
09
$AVGO
BROADCOM INC
Held since at least Q1 2024
3.9%
10
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:28 UTC.