Long-term investor
Level Financial Advisors @levelfinancialadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001871734).
Record
- Tracked since 2025-06-30 (448 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +14.5% · all +14.5%
- Max drawdown n/a · win rate 75% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 14.4% · long · since 2025-06-30
- 921943858 · 7.7% · long · since 2025-06-30
- 92206C102 · 6.9% · long · since 2025-06-30
- 921937827 · 4.1% · long · since 2025-06-30
- 25434V831 · 4.1% · long · since 2025-06-30
- 25434V658 · 4.0% · long · since 2025-06-30
- 25434V732 · 3.7% · long · since 2025-06-30
- 922908736 · 3.4% · long · since 2025-06-30
- 25434V856 · 3.3% · long · since 2025-06-30
- 92206C409 · 3.3% · long · since 2025-06-30
- 92206C771 · 3.0% · long · since 2025-06-30
- 922908744 · 2.9% · long · since 2025-06-30