Bethany Wagner

Level Financial Advisors

Assets Managed

$447.535M

Holdings

Last Quarter

2026 - Q2

Filed Date

8d ago

Growth Rate

14.15%(2Q avg: 8.91%)

Sustained Growth

11 quarters

Portfolio positions

This chart displays the top 10 holdings in Level Financial Advisors's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Level Financial Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 447.535M in assets, with a quarterly growth rate of 14.15% and a 2-quarter average growth rate of 8.91%. The portfolio is managed by Bethany Wagner, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity Increased 2.32%	14.42%	$64.523M 93,946 shares@ $686.82 avg price	Increased 2.32%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 7.58%	7.74%	$34.607M 485,706 shares@ $71.25 avg price	Increased 7.58%
VGSH Vanguard Short-term Treasury Recent Activity Increased 4.28%	6.94%	$31.015M 532,912 shares@ $58.2 avg price	Increased 4.28%
BSV Vanguard Short-term Bond Etf Recent Activity Increased 4.9%	4.15%	$18.533M 237,879 shares@ $77.92 avg price	Increased 4.9%
DUHP Dimensional Us High Profi Et Recent Activity Increased 3.86%	4.07%	$18.176M 435,560 shares@ $41.73 avg price	Increased 3.86%
DFGR Dim Global Real Estate Etf Recent Activity Increased 6.16%	4.01%	$17.907M 618,117 shares@ $28.97 avg price	Increased 6.16%
DFEM Dimensional Emerging Markets Recent Activity Increased 4.28%	3.68%	$16.428M 404,242 shares@ $40.65 avg price	Increased 4.28%
VUG Vanguard Growth Etf Recent Activity Increased 628.5%	3.41%	$15.239M 176,907 shares@ $86.15 avg price	Increased 628.5%
DFIP Dimensional Inflation-protec Recent Activity Increased 5.85%	3.35%	$14.96M 362,625 shares@ $41.26 avg price	Increased 5.85%
VCSH Vanguard S T Corp Bond Etf Recent Activity Increased 2.28%	3.33%	$14.893M 188,449 shares@ $79.03 avg price	Increased 2.28%

1-10 of 95