LEVEL FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 35K | $5.00M |
 | UPS | 12K | $1.22M |
 | AAPL | 8K | $2.16M |
 | LRCX | 7K | $1.51M |
 | NEE | 6K | $603.12K |
 | NVDA | 6K | $1.07M |
 | NFLX | 4K | $357.68K |
 | LIN | 3K | $1.46M |
 | AMZN | 3K | $603.15K |
 | XOM | 3K | $461.64K |
 | GOOGL | 3K | $752.12K |
 | JPM | 2K | $660.92K |
 | MSFT | 2K | $829.92K |
 | BRK-B | 2K | $948.82K |
 | MTB | 2K | $349.82K |
 | CVX | 1K | $268.06K |
 | GOOG | 1K | $337.06K |
 | BA | 1K | $213.76K |
 | GE | 847 | $240.35K |
 | META | 814 | $465.71K |
The Procter & Gamble Company
PG
Shares Held
35K
Value
$5.00M
United Parcel Service, Inc.
UPS
Shares Held
12K
Value
$1.22M
Apple Inc.
AAPL
Shares Held
8K
Value
$2.16M
Lam Research Corporation
LRCX
Shares Held
7K
Value
$1.51M
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$603.12K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.07M
Netflix, Inc.
NFLX
Shares Held
4K
Value
$357.68K
Linde plc
LIN
Shares Held
3K
Value
$1.46M
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$603.15K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$461.64K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$752.12K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$660.92K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$829.92K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$948.82K
M&T Bank Corporation
MTB
Shares Held
2K
Value
$349.82K
Chevron Corporation
CVX
Shares Held
1K
Value
$268.06K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$337.06K
The Boeing Company
BA
Shares Held
1K
Value
$213.76K
GE Aerospace
GE
Shares Held
847
Value
$240.35K
Meta Platforms, Inc.
META
Shares Held
814
Value
$465.71K