SEC Form 13F

Level Financial Advisors 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$447,535,251
Positions95

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$64,523,35793,946
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$34,606,521485,706
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$31,015,454532,912
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$18,533,169237,879
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$18,175,918435,560
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$17,906,845618,117
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$16,428,402404,242
VANGUARD INDEX FDSVUGGROWTH ETF$15,238,801176,907
DIMENSIONAL ETF TRUSTDFIPINFLATION PROTE$14,960,097362,625
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$14,893,117188,449

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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