LEVEL WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KO | 8K | $550.61K |
 | BMRN | 7K | $408.88K |
 | MSFT | 5K | $2.65M |
 | V | 5K | $1.77M |
 | DUK | 5K | $549.01K |
 | SO | 4K | $364.09K |
 | ORCL | 3K | $643.98K |
 | AAPL | 3K | $828.82K |
 | NVDA | 2K | $350.06K |
 | PEP | 1K | $201.91K |
 | AMZN | 1K | $240.05K |
 | MCD | 1K | $314.80K |
 | JNJ | 1K | $212.21K |
 | GE | 966 | $297.90K |
 | IBM | 917 | $271.63K |
 | BRK-B | 824 | $414.18K |
 | MA | 741 | $423.02K |
 | TSLA | 707 | $317.95K |
 | GEV | 435 | $284.30K |
The Coca-Cola Company
KO
Shares Held
8K
Value
$550.61K
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
7K
Value
$408.88K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.65M
Visa Inc.
V
Shares Held
5K
Value
$1.77M
Duke Energy Corporation
DUK
Shares Held
5K
Value
$549.01K
The Southern Company
SO
Shares Held
4K
Value
$364.09K
Oracle Corporation
ORCL
Shares Held
3K
Value
$643.98K
Apple Inc.
AAPL
Shares Held
3K
Value
$828.82K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$350.06K
PepsiCo, Inc.
PEP
Shares Held
1K
Value
$201.91K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$240.05K
McDonald's Corporation
MCD
Shares Held
1K
Value
$314.80K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$212.21K
GE Aerospace
GE
Shares Held
966
Value
$297.90K
International Business Machines Corporation
IBM
Shares Held
917
Value
$271.63K
Berkshire Hathaway Inc.
BRK-B
Shares Held
824
Value
$414.18K
Mastercard Incorporated
MA
Shares Held
741
Value
$423.02K
Tesla, Inc.
TSLA
Shares Held
707
Value
$317.95K
GE Vernova Inc.
GEV
Shares Held
435
Value
$284.30K