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.
As of Level Financial Advisors' portfolio stood at a total value of $447.4 million on June 30, 2026. This quarter saw significant shifts in the investment landscape, with observable changes across various holdings reflecting strategic adjustments by the firm.
The investor's notable purchases this period included substantial increases in positions within VANGUARD TAX-MANAGED FDS (VEA), which experienced a 7.57% change, and VANGUARD SCOTTSDALE FDS (VGSH) with a 4.28% increase.
The most significant buying activity occurred in the form of large increases to VANGUARD INDEX FDS (VUG), which saw an impressive 628.49% change, indicating a major strategic shift towards this sector.
Additionally, Level Financial Advisors established new positions in ISHARES TR (ILTB) and ISHARES TR (SUSC), suggesting diversification into specific areas of the market.
The firm also demonstrated continued interest in Dimensional products, with purchases noted in several trusts including DUHP and DFIP, alongside other smaller adjustments across their portfolio.