Portfolio (Quarterly) Guide ↗

Level Financial Advisors

· CIK 0001871734

13F Portfolio $448M AUM 95 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 28 Added 27 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BA	BOEING CO	Industrials	1,074	$214K	0.06%	SOLD
2	GBTC	GRAYSCALE BITCOIN TRUST ETF	Financial Services	4,041	$213K	0.05%	SOLD

Sector Allocation

Technology 32.1%

Consumer Defensive 21.6%

Financial Services 11.5%

Industrials 8.6%

Communication Services 7.0%

Basic Materials 5.7%

Consumer Cyclical 5.2%

Utilities 3.5%

Energy 2.5%

Healthcare 2.3%