Level Wealth Management LLC reported 70 holdings worth US$250M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Level Wealth Management LLC reported 70 holdings worth US$250M as of Jun 30, 2026. Largest: Microsoft Corp., Visa Inc. and Albemarle Corporation. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 70
- Value as reported
- US$250M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 5,471 | US$2.04M | 0.82% |
| Visa Inc. | 5,141 | US$1.76M | 0.71% |
| Albemarle Corporation | 9,957 | US$1.35M | 0.54% |
| Apple Inc | 2,957 | US$856K | 0.34% |
| Coca-cola Company (the) | 7,876 | US$644K | 0.26% |
| Coherent Corp. | 1,486 | US$586K | 0.23% |
| Duke Energy Corporation (holding Company) | 4,599 | US$582K | 0.23% |
| Ge Vernova Inc. | 435 | US$511K | 0.20% |
| Oracle Corporation | 3,304 | US$484K | 0.19% |
| Berkshire Hathaway Inc. | 829 | US$415K | 0.17% |
| Southern Company (the) | 4,179 | US$400K | 0.16% |
| Biomarin Pharmaceutical Inc. | 6,880 | US$394K | 0.16% |
| Mastercard Incorporated | 741 | US$381K | 0.15% |
| Nvidia Corporation | 1,877 | US$376K | 0.15% |
| Ge Aerospace | 966 | US$361K | 0.14% |
| Johnson & Johnson | 1,181 | US$300K | 0.12% |
| Mcdonald's Corporation | 1,069 | US$289K | 0.12% |
| Amazon.com, Inc. | 1,180 | US$281K | 0.11% |
| Tesla, Inc. | 663 | US$279K | 0.11% |
| International Business Machines Corporation | 917 | US$258K | 0.10% |
| Alphabet Inc (google) Class C | 613 | US$219K | 0.09% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |