13F HOLDINGS REPORT

Level Financial Advisors, Inc.

Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0001871734-25-000006

Total Value

$354.8M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (94)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	89,025	$54.5M	15.37%
2	VANGUARD SCOTTSDALE FDS	92206C102	446,325	$26.3M	7.40%
3	VANGUARD TAX-MANAGED FDS	921943858	411,093	$24.6M	6.94%
4	VANGUARD BD INDEX FDS	921937827	197,233	$15.6M	4.39%
5	DIMENSIONAL ETF TRUST	25434V831	385,198	$14.5M	4.10%
6	VANGUARD SCOTTSDALE FDS	92206C409	168,898	$13.5M	3.81%
7	DIMENSIONAL ETF TRUST	25434V658	469,132	$12.8M	3.61%
8	DIMENSIONAL ETF TRUST	25434V856	284,722	$12.0M	3.39%
9	VANGUARD SCOTTSDALE FDS	92206C771	217,673	$10.2M	2.88%
10	DIMENSIONAL ETF TRUST	25434V732	313,736	$10.1M	2.84%
11	VANGUARD INDEX FDS	922908736	18,462	$8.9M	2.50%
12	DIMENSIONAL ETF TRUST	25434V724	197,843	$8.8M	2.49%
13	VANGUARD INDEX FDS	922908744	46,203	$8.6M	2.43%
14	DIMENSIONAL ETF TRUST	25434V666	243,617	$8.0M	2.26%
15	VANGUARD CHARLOTTE FDS	92203J407	156,812	$7.8M	2.19%
16	DIMENSIONAL ETF TRUST	25434V773	232,628	$7.4M	2.07%
17	AMERICAN CENTY ETF TR	025072356	164,072	$7.3M	2.06%
18	VANGUARD INDEX FDS	922908769	21,036	$6.9M	1.95%
19	PROCTER AND GAMBLE CO	742718109	36,663	$5.6M	1.59%
20	AMERICAN CENTY ETF TR	025072604	67,225	$5.0M	1.42%
21	ISHARES TR	46434V407	115,380	$5.0M	1.41%
22	VANGUARD INTL EQUITY INDEX F	922042858	87,761	$4.8M	1.34%
23	AMERICAN CENTY ETF TR	025072323	73,444	$4.2M	1.19%
24	DIMENSIONAL ETF TRUST	25434V609	70,724	$4.1M	1.16%
25	VANGUARD BD INDEX FDS	921937793	50,229	$3.6M	1.00%
26	DIMENSIONAL ETF TRUST	25434V815	108,269	$3.4M	0.97%
27	DIMENSIONAL ETF TRUST	25434V302	99,954	$3.2M	0.89%
28	AMERICAN CENTY ETF TR	025072877	29,538	$2.9M	0.83%
29	DIMENSIONAL ETF TRUST	25434V716	67,576	$2.9M	0.81%
30	SPDR S&P 500 ETF TR	SPY	3,809	$2.5M	0.72%
31	AMERICAN CENTY ETF TR	025072703	29,763	$2.3M	0.66%
32	VANGUARD INTL EQUITY INDEX F	922042718	15,437	$2.2M	0.62%
33	APPLE INC	AAPL	8,605	$2.2M	0.62%
34	VANGUARD BD INDEX FDS	921937819	26,311	$2.1M	0.58%
35	VANGUARD MALVERN FDS	922020805	38,476	$1.9M	0.55%
36	ISHARES TR	464288323	36,077	$1.9M	0.54%
37	VANGUARD INDEX FDS	922908751	7,293	$1.9M	0.52%
38	ISHARES TR	46432F339	9,513	$1.9M	0.52%
39	ISHARES TR	464288869	9,971	$1.5M	0.42%
40	MICROSOFT CORP	MSFT	2,688	$1.4M	0.39%
41	VANGUARD WORLD FD	921910691	19,178	$1.2M	0.35%
42	DIMENSIONAL ETF TRUST	25434V690	29,980	$1.2M	0.35%
43	VANGUARD INDEX FDS	922908611	5,737	$1.2M	0.34%
44	ISHARES TR	46434V647	44,717	$1.1M	0.32%
45	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,123	$1.1M	0.30%
46	MANAGER DIRECTED PORTFOLIOS	56170L695	98,159	$1.0M	0.29%
47	UNITED PARCEL SERVICE INC	UPS	12,382	$1.0M	0.29%
48	DIMENSIONAL ETF TRUST	25434V807	21,061	$971,326	0.27%
49	LAM RESEARCH CORP	LRCX	7,116	$952,832	0.27%
50	JPMORGAN CHASE & CO.	VYLD	2,845	$897,340	0.25%
51	AMERICAN CENTY ETF TR	025072802	9,911	$882,371	0.25%
52	NVIDIA CORPORATION	NVDA	4,721	$880,876	0.25%
53	ISHARES TR	46435G243	34,529	$873,922	0.25%
54	EXXON MOBIL CORP	XOM	7,236	$815,851	0.23%
55	ISHARES TR	464287226	7,570	$758,893	0.21%
56	ISHARES TR	46435G516	7,843	$729,242	0.21%
57	MASTERCARD INCORPORATED	MA	1,207	$686,714	0.19%
58	ALPHABET INC	GOOG	2,775	$674,482	0.19%
59	INVESCO QQQ TR	IVZ	1,062	$637,521	0.18%
60	AMAZON COM INC	AMZN	2,849	$625,555	0.18%
61	ISHARES TR	464287200	896	$599,398	0.17%
62	VANGUARD INDEX FDS	922908553	6,144	$561,676	0.16%
63	META PLATFORMS INC	META	756	$555,191	0.16%
64	AMERICAN CENTY ETF TR	025072349	7,046	$509,122	0.14%
65	VANGUARD WORLD FD	921910733	4,225	$500,425	0.14%
66	NEXTERA ENERGY INC	NEE-PW	6,484	$489,446	0.14%
67	ISHARES TR	464287150	3,313	$482,532	0.14%
68	NORTHROP GRUMMAN CORP	NOC	783	$476,883	0.13%
69	DIMENSIONAL ETF TRUST	25434V674	8,624	$459,384	0.13%
70	NETFLIX INC	NFLX	371	$444,799	0.13%
71	SCHWAB STRATEGIC TR	808524714	17,685	$441,152	0.12%
72	CHEVRON CORP NEW	CVX	2,391	$371,349	0.10%
73	GRAYSCALE BITCOIN TRUST ETF	GBTC	4,041	$362,761	0.10%
74	AMERICAN CENTY ETF TR	025072315	5,611	$356,684	0.10%
75	ELI LILLY & CO	LLY	458	$349,343	0.10%
76	ALPHABET INC	GOOG	1,400	$340,970	0.10%
77	DIMENSIONAL ETF TRUST	25434V682	8,231	$338,212	0.10%
78	M & T BK CORP	55261F104	1,688	$333,677	0.09%
79	VANGUARD WORLD FD	921910725	4,612	$319,900	0.09%
80	ISHARES TR	46435G425	2,191	$319,010	0.09%
81	TESLA INC	TSLA	674	$299,741	0.08%
82	ISHARES TR	46435G672	5,666	$290,269	0.08%
83	DIMENSIONAL ETF TRUST	25434V849	5,775	$277,085	0.08%
84	INTERNATIONAL BUSINESS MACHS	INTR	981	$276,739	0.08%
85	GE AEROSPACE	369604301	860	$258,705	0.07%
86	VANGUARD SCOTTSDALE FDS	92206C680	2,090	$251,845	0.07%
87	ISHARES TR	46429B333	5,573	$247,163	0.07%
88	HOME DEPOT INC	HD	601	$243,439	0.07%
89	VANGUARD SPECIALIZED FUNDS	921908844	1,118	$241,253	0.07%
90	VANGUARD MUN BD FDS	922907746	4,771	$238,884	0.07%
91	VANGUARD WELLINGTON FD	921935870	2,292	$233,612	0.07%
92	BOEING CO	BA-PA	1,082	$233,569	0.07%
93	ISHARES TR	46435G193	9,260	$218,166	0.06%
94	VANGUARD INDEX FDS	922908512	1,185	$206,810	0.06%