Level Financial Advisors
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow Level Financial Advisors right now?
Level Financial Advisors reported $392M in AUM across 92 positions as of 31 March 2026, with Vanguard and Dimensional ETFs dominating the top ten. VOO anchors the book at 14.0%, followed by short-duration fixed income (VGSH, 7.6%; BSV, 4.5%; VCSH, 3.7%) and international equity exposure via VEA (7.4%). Dimensional factor ETFs collectively represent meaningful weight across global real estate, equity, and inflation-protected mandates.
Quarter-over-quarter, the largest share increases were in VONG (+122%), DFGX (+71%), BIV (+22%), and BNDX (+19%), indicating rotation within existing ETF allocations rather than new position initiation. The portfolio trailed SPY by 4.6 percentage points in Q1 2026; trailing four-quarter alpha versus SPY ranges from -2.7% to -7.5%. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent 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 · Level Financial Advisors
Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 13:33 UTC.