Holdings
Level Wealth Management LLC
As of Jun 30, 2026, Level Wealth Management LLC reported 21 positions worth US$12.8M. Largest: Microsoft Corp., Visa Inc. and Albemarle Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 5,471 | US$2.04M | no change | Jun 30, 2026 |
| Visa Inc. | 5,141 | US$1.76M | +90 | Jun 30, 2026 |
| Albemarle Corporation | 9,957 | US$1.35M | no change | Jun 30, 2026 |
| Apple Inc | 2,957 | US$856K | −236 | Jun 30, 2026 |
| Coca-cola Company (the) | 7,876 | US$644K | no change | Jun 30, 2026 |
| Coherent Corp. | 1,486 | US$586K | new | Jun 30, 2026 |
| Duke Energy Corporation (holding Company) | 4,599 | US$582K | −176 | Jun 30, 2026 |
| Ge Vernova Inc. | 435 | US$511K | no change | Jun 30, 2026 |
| Oracle Corporation | 3,304 | US$484K | −143 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 829 | US$415K | +5 | Jun 30, 2026 |