Long-term investor
Level Wealth Management LLC @levelwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002036775).
Record
- Tracked since 2025-09-30 (389 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -12.2% · 1 year n/a · all -14.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 27.0% · long · since 2025-09-30
- 921937835 · 14.5% · long · since 2025-09-30
- 921943858 · 11.0% · long · since 2025-09-30
- 464287150 · 5.1% · long · since 2025-09-30
- 922907746 · 4.4% · long · since 2025-09-30
- 464288414 · 3.8% · long · since 2025-09-30
- 922042858 · 3.5% · long · since 2025-09-30
- 92203J407 · 3.1% · long · since 2025-09-30
- 25434V104 · 2.5% · long · since 2025-09-30
- 922908736 · 1.7% · long · since 2025-09-30
- 922040845 · 1.6% · long · since 2025-09-30
- 92206C409 · 1.5% · long · since 2025-09-30