LEVEL WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALB | 10K | $1.79M |
 | KO | 8K | $603.14K |
 | BMRN | 7K | $388.65K |
 | MSFT | 5K | $2.03M |
 | V | 5K | $1.53M |
 | DUK | 5K | $625.28K |
 | SO | 4K | $410.30K |
 | ORCL | 3K | $507.09K |
 | AAPL | 3K | $810.42K |
 | NEE | 2K | $220.13K |
 | NVDA | 2K | $327.37K |
 | PEP | 1K | $216.32K |
 | MCD | 1K | $332.24K |
 | AMZN | 1K | $216.60K |
 | JNJ | 1K | $250.65K |
 | GE | 966 | $274.58K |
 | IBM | 917 | $222.27K |
 | BRK-B | 824 | $394.86K |
 | MA | 741 | $370.25K |
 | TSLA | 707 | $262.83K |
Albemarle Corporation
ALB
Shares Held
10K
Value
$1.79M
The Coca-Cola Company
KO
Shares Held
8K
Value
$603.14K
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
7K
Value
$388.65K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.03M
Visa Inc.
V
Shares Held
5K
Value
$1.53M
Duke Energy Corporation
DUK
Shares Held
5K
Value
$625.28K
The Southern Company
SO
Shares Held
4K
Value
$410.30K
Oracle Corporation
ORCL
Shares Held
3K
Value
$507.09K
Apple Inc.
AAPL
Shares Held
3K
Value
$810.42K
NextEra Energy, Inc.
NEE
Shares Held
2K
Value
$220.13K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$327.37K
PepsiCo, Inc.
PEP
Shares Held
1K
Value
$216.32K
McDonald's Corporation
MCD
Shares Held
1K
Value
$332.24K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$216.60K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$250.65K
GE Aerospace
GE
Shares Held
966
Value
$274.58K
International Business Machines Corporation
IBM
Shares Held
917
Value
$222.27K
Berkshire Hathaway Inc.
BRK-B
Shares Held
824
Value
$394.86K
Mastercard Incorporated
MA
Shares Held
741
Value
$370.25K
Tesla, Inc.
TSLA
Shares Held
707
Value
$262.83K