Holdings
Level Financial Advisors
As of Sep 30, 2026, Level Financial Advisors reported 20 positions worth US$20.2M. Largest: Procter & Gamble Company (the), Apple Inc and Lam Research Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Procter & Gamble Company (the) | 34,602 | US$5.03M | +23 | Sep 30, 2026 |
| Apple Inc | 8,315 | US$2.77M | −92 | Sep 30, 2026 |
| Lam Research Corporation | 7,056 | US$2.32M | +4 | Sep 30, 2026 |
| Nvidia Corporation | 5,765 | US$1.32M | −362 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 3,591 | US$1.23M | +72 | Sep 30, 2026 |
| United Parcel Service, Inc. | 12,075 | US$1.13M | −77 | Sep 30, 2026 |
| Microsoft Corp. | 2,109 | US$1.08M | −133 | Sep 30, 2026 |
| Amazon.com, Inc. | 2,925 | US$729K | +30 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 1,459 | US$727K | −65 | Sep 30, 2026 |
| Meta Platforms, Inc. | 820 | US$595K | +18 | Sep 30, 2026 |