0002036775-26-000002.txt : 20260427 0002036775-26-000002.hdr.sgml : 20260427 20260427164923 ACCESSION NUMBER: 0002036775-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260427 DATE AS OF CHANGE: 20260427 EFFECTIVENESS DATE: 20260427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Level Wealth Management LLC CENTRAL INDEX KEY: 0002036775 ORGANIZATION NAME: EIN: 833898968 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24610 FILM NUMBER: 26901748 BUSINESS ADDRESS: STREET 1: 204 MUIRS CHAPEL ROAD STREET 2: SUITE 100 CITY: GREENSBORO STATE: NC ZIP: 27410 BUSINESS PHONE: 336-365-1432 MAIL ADDRESS: STREET 1: 204 MUIRS CHAPEL ROAD STREET 2: SUITE 100 CITY: GREENSBORO STATE: NC ZIP: 27410 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002036775 XXXXXXXX 03-31-2026 03-31-2026 Level Wealth Management LLC

204 MUIRS CHAPEL ROAD SUITE 100 GREENSBORO NC 27410

13F HOLDINGS REPORT 028-24610 000301381 801-126572 N Teresa Douberly 512-881-2528 Teresa Douberly Austin TX 04-27-2026 0 67 213455343 false INFORMATION TABLE 2 LevelWM13fQ1.xml VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385823899242372959SHSOLE37295900VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428587504007138835SHSOLE13883500VANGUARD BD INDEX FDSSHORT TRM BOND921937827242654830947SHSOLE3094700VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409187766223687SHSOLE2368700VANGUARD BD INDEX FDSTOTAL BND MRKT92193783536083849490003SHSOLE49000300VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J4076665494138720SHSOLE13872000VANGUARD INDEX FDSTOTAL STK MKT92290876954685159170460SHSOLE17046000APPLE INCCOM0378331008104183193SHSOLE319300DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V30270911620943SHSOLE2094300DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V203211318754240SHSOLE5424000DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1045847597129601SHSOLE12960100ISHARES TRCORE S&P MCP ETF4642875073921505807SHSOLE580700ISHARES TRCORE S&P SCP ETF4642878043619782912SHSOLE291200ISHARES TRS&P 500 GRWT ETF4642873095515794876SHSOLE487600ISHARES TRS&P 500 VAL ETF4642874084075071930SHSOLE193000ORACLE CORPCOM68389X1055070883447SHSOLE344700VANGUARD INDEX FDSMID CAP ETF92290862913359614652SHSOLE465200VANGUARD MUN BD FDSTAX EXEMPT BD92290774613405788268707SHSOLE26870700SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479787600628553SHSOLE2855300MICROSOFT CORPCOM59491810420250195471SHSOLE547100DIMENSIONAL ETF TRUSTINTL CORE EQUITY25434V7992391736732SHSOLE673200AMAZON COM INCCOM0231351062166011040SHSOLE104000DUKE ENERGY CORP NEWCOM NEW26441C2046252814775SHSOLE477500GE AEROSPACECOM NEW369604301274576966SHSOLE96600GE VERNOVA INCCOM36828A101379712435SHSOLE43500MCDONALDS CORPCOM5801351013322351069SHSOLE106900NVIDIA CORPORATIONCOM67066G1043273681877SHSOLE187700SOUTHERN COCOM8425871074102994251SHSOLE425100VANGUARD INDEX FDSGROWTH ETF92290873636795968424SHSOLE842400VANGUARD INDEX FDSS&P 500 ETF SHS92290836315930712666SHSOLE266600VANGUARD INSTL INDEX FD0-3 MO TREAS BIL922040845409858954178SHSOLE5417800COCA COLA COCOM1912161006031447876SHSOLE787600DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V708245540863186SHSOLE6318600VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088443814611774SHSOLE177400ISHARES TRCORE MSCI EAFE46432F842209558823148SHSOLE2314800ISHARES TRCORE S&P TTL STK4642871501155937381158SHSOLE8115800SPDR INDEX SHS FDSSTATE STREET SPD78463X50998858821074SHSOLE2107400ISHARES TRNATIONAL MUN ETF464288414583188154940SHSOLE5494000MASTERCARD INCORPORATEDCL A57636Q104370248741SHSOLE74100VISA INCCOM CL A92826C83915266145051SHSOLE505100VANGUARD WORLD FDINF TECH ETF92204A70210949941569SHSOLE156900SCHWAB STRATEGIC TRUS BRD MKT ETF80852410232492012945SHSOLE1294500ISHARES TRCORE 1 5 YR USD46432F8593184796572SHSOLE657200FIDELITY COVINGTON TRUSTHIGH DIVID ETF3160928402417294376SHSOLE437600VANGUARD WHITEHALL FDSINTL HIGH ETF9219467944659774945SHSOLE494500VANGUARD STAR FDSVG TL INTL STK F9219097683826364962SHSOLE496200JOHNSON & JOHNSONCOM4781601042506511025SHSOLE102500BERKSHIRE HATHAWAY INC DELCL B NEW084670702394861824SHSOLE82400ISHARES TRRUS MDCP VAL ETF4642874733567722448SHSOLE244800VANGUARD INDEX FDSVALUE ETF92290874417873829110SHSOLE911000NEXTERA ENERGY INCCOM65339F1012201262370SHSOLE237000FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1043954364263SHSOLE426300INTERNATIONAL BUSINESS MACHSCOM459200101222272917SHSOLE91700TESLA INCCOM88160R101262827707SHSOLE70700ALBEMARLE CORPCOM01265310117916139957SHSOLE995700DIMENSIONAL ETF TRUSTINTERNATNAL VAL25434V8072255964274SHSOLE427400DIMENSIONAL ETF TRUSTWORLD EX US CORE25434V88048967414415SHSOLE1441500INVESCO QQQ TRUNIT SER 146090E103268241465SHSOLE46500ISHARES TRCORE S&P500 ETF464287200211114323SHSOLE32300ISHARES TRMSCI USA MIN VOL46429B6975512475944SHSOLE594400STATE STR SPDR S&P 500 ETF TTR UNIT78462F1039657581481SHSOLE148100VANGUARD WHITEHALL FDSHIGH DIV YLD9219464062181921473SHSOLE147300BIOMARIN PHARMACEUTICAL INCCOM09061G1013886516880SHSOLE688000J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q3323403636005SHSOLE600500PACER FDS TRUS CASH COWS 10069374H8813732335966SHSOLE596600VANGUARD WORLD FDESG US STK ETF9219107332221191978SHSOLE197800PEPSICO INCCOM7134481082163191393SHSOLE139300