Level Financial Advisors

Background

Level Financial Advisors is a registered investment advisory firm. Beyond its disclosed 13F filings, limited public biographical detail is available, so no founding narrative or historical market calls are attributed here. What the record does show is a one-year return of +48.7% against a backdrop where the S&P 500 delivered roughly 18% over the same period — a spread that translates to +30.9% alpha. The site's curator flags this plainly: "Semiconductor bet. Thirty percent alpha." That is the relevant track record context. Level sits in the performance bucket on The Filing Post, meaning it is tracked here specifically because its disclosed positions have coincided with outsized returns, not because of brand recognition or asset scale.

Current Portfolio Signal

Level's top three individual equity positions tell most of the story. Taiwan Semiconductor (TSM) alone accounts for 17.5% of the disclosed portfolio — an extraordinary concentration in a single foreign-listed name. Oracle (ORCL) sits at 8.4% and Micron Technology (MU) at 8.0%, meaning these three semiconductor and semiconductor-adjacent names collectively represent roughly a third of the entire portfolio. Broadcom (AVGO) adds another 3.9%, and Palantir (PLTR) and AMD appear lower in the stack. The remainder of the portfolio is…