Level Financial Advisors reported 95 holdings worth US$448M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Level Financial Advisors reported 95 holdings worth US$448M as of Jun 30, 2026. Largest: Procter & Gamble Company (the), Lam Research Corporation and Apple Inc. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 95
- Value as reported
- US$448M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Procter & Gamble Company (the) | 34,579 | US$5.07M | 1.1% |
| Lam Research Corporation | 7,052 | US$3.06M | 0.68% |
| Apple Inc | 8,407 | US$2.43M | 0.54% |
| United Parcel Service, Inc. | 12,152 | US$1.31M | 0.29% |
| Alphabet Inc (google) Class C | 3,519 | US$1.26M | 0.28% |
| Nvidia Corporation | 6,127 | US$1.23M | 0.27% |
| Microsoft Corp. | 2,242 | US$836K | 0.19% |
| Berkshire Hathaway Inc. | 1,524 | US$763K | 0.17% |
| Jp Morgan Chase & Co. | 2,172 | US$711K | 0.16% |
| Amazon.com, Inc. | 2,895 | US$690K | 0.15% |
| Nextera Energy, Inc. | 6,494 | US$570K | 0.13% |
| Eli Lilly And Company | 447 | US$536K | 0.12% |
| Meta Platforms, Inc. | 802 | US$452K | 0.10% |
| M&t Bank Corporation | 1,693 | US$403K | 0.09% |
| Northrop Grumman Corporation | 767 | US$391K | 0.09% |
| Exxon Mobil Corporation | 2,721 | US$372K | 0.08% |
| Ge Aerospace | 847 | US$317K | 0.07% |
| Tesla, Inc. | 642 | US$270K | 0.06% |
| Netflix, Inc. | 3,720 | US$266K | 0.06% |
| Home Depot, Inc. (the) | 745 | US$263K | 0.06% |
| Ge Vernova Inc. | 222 | US$261K | 0.06% |
| Moog Inc. | 585 | US$248K | 0.06% |
| Chevron Corporation | 1,302 | US$216K | 0.05% |
| Boeing Company (the) | 0 | US$0 | 0.00% |