Level Financial Advisors Portfolio Update: Q2 2026 Investment Activity Analysis
Level Financial Advisors' portfolio reached a total value of $447.4 million as of June 30, 2026, with notable changes observed in holdings including Vanguard and Dimensional ETFs.
By Insiderset.Jul 17, 2026, 7:23 PM
Level Financial Advisors' portfolio reached a total value of $447.4 million as of June 30, 2026, with notable changes observed in holdings including Vanguard and Dimensional ETFs.