# EDGAR Filing Document

**Accession Number:** 0002036775
**File Stem:** 0002001434-25-000007
**Filing Date:** 2025-7
**Character Count:** 9956
**Document Hash:** 014592c5c9fc03955fe70c46cc4bbeee
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002001434-25-000007.hdr.sgml**: 20250729

**ACCESSION NUMBER**: 0002001434-25-000007

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250729

**DATE AS OF CHANGE**: 20250729

**EFFECTIVENESS DATE**: 20250729

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Level Wealth Management LLC
- **CENTRAL INDEX KEY:** 0002036775

**ORGANIZATION NAME:**
- **EIN:** 833898968
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24610
- **FILM NUMBER:** 251160279

**BUSINESS ADDRESS:**
- **STREET 1:** 204 MUIRS CHAPEL ROAD
- **STREET 2:** SUITE 100
- **CITY:** GREENSBORO
- **STATE:** NC
- **ZIP:** 27410
- **BUSINESS PHONE:** 336-365-1432

**MAIL ADDRESS:**
- **STREET 1:** 204 MUIRS CHAPEL ROAD
- **STREET 2:** SUITE 100
- **CITY:** GREENSBORO
- **STATE:** NC
- **ZIP:** 27410

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Level Wealth Management LLC<br>**Address:** 204 MUIRS CHAPEL ROAD<br>SUITE 100<br>GREENSBORO, NC 27410

**Form 13F File Number:** 028-24610

**CRD Number (if applicable):** 000301381

**SEC File Number (if applicable):** 801-126572

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Teresa Douberly<br>**Title:** Compliance Consultant<br>**Phone:** 512-881-2528

**Signature, Place, and Date of Signing:**

Teresa Douberly  Austin, TX  07-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 61

**Form 13F Information Table Value Total:** $171982342

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 633057 | 3086 | SH |  | SOLE |  | 3086 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 18659627 | 327304 | SH |  | SOLE |  | 327304 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 6402087 | 129440 | SH |  | SOLE |  | 129440 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 44784621 | 147352 | SH |  | SOLE |  | 147352 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 3506160 | 42000 | SH |  | SOLE |  | 42000 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 13000225 | 96269 | SH |  | SOLE |  | 96269 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 4638599 | 44397 | SH |  | SOLE |  | 44397 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1162831 | 27207 | SH |  | SOLE |  | 27207 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 337886 | 5448 | SH |  | SOLE |  | 5448 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 401317 | 3672 | SH |  | SOLE |  | 3672 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 536901 | 4876 | SH |  | SOLE |  | 4876 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 369137 | 1889 | SH |  | SOLE |  | 1889 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 823798 | 3768 | SH |  | SOLE |  | 3768 | 0 | 0 |
| PIMCO CALIF MUN INCOME FD | COM | 72200N106 |  | 332545 | 38713 | SH |  | SOLE |  | 38713 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 793331 | 27404 | SH |  | SOLE |  | 27404 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 2172828 | 62853 | SH |  | SOLE |  | 62853 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 6030893 | 142372 | SH |  | SOLE |  | 142372 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 27820327 | 377840 | SH |  | SOLE |  | 377840 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 4629615 | 93509 | SH |  | SOLE |  | 93509 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 2648613 | 33655 | SH |  | SOLE |  | 33655 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1794626 | 22574 | SH |  | SOLE |  | 22574 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 219185 | 4360 | SH |  | SOLE |  | 4360 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 745174 | 28120 | SH |  | SOLE |  | 28120 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 7297915 | 148846 | SH |  | SOLE |  | 148846 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 335189 | 1137 | SH |  | SOLE |  | 1137 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2839012 | 5708 | SH |  | SOLE |  | 5708 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 211509 | 6803 | SH |  | SOLE |  | 6803 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1865292 | 52045 | SH |  | SOLE |  | 52045 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 399290 | 1820 | SH |  | SOLE |  | 1820 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 528453 | 4478 | SH |  | SOLE |  | 4478 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 309125 | 1201 | SH |  | SOLE |  | 1201 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 300557 | 568 | SH |  | SOLE |  | 568 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 300935 | 1030 | SH |  | SOLE |  | 1030 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 368433 | 2332 | SH |  | SOLE |  | 2332 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 264216 | 10900 | SH |  | SOLE |  | 10900 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 383115 | 4172 | SH |  | SOLE |  | 4172 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 806295 | 1839 | SH |  | SOLE |  | 1839 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1443300 | 2541 | SH |  | SOLE |  | 2541 | 0 | 0 |
| KONTOOR BRANDS INC | COM | 50050N103 |  | 254974 | 3865 | SH |  | SOLE |  | 3865 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 554753 | 13701 | SH |  | SOLE |  | 13701 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1534425 | 2313 | SH |  | SOLE |  | 2313 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 277591 | 992 | SH |  | SOLE |  | 992 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 646161 | 3656 | SH |  | SOLE |  | 3656 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 366509 | 1791 | SH |  | SOLE |  | 1791 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 557227 | 7876 | SH |  | SOLE |  | 7876 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 416398 | 741 | SH |  | SOLE |  | 741 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1793358 | 5051 | SH |  | SOLE |  | 5051 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 438115 | 18385 | SH |  | SOLE |  | 18385 | 0 | 0 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 417943 | 8591 | SH |  | SOLE |  | 8591 | 0 | 0 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 223509 | 4297 | SH |  | SOLE |  | 4297 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 424467 | 5299 | SH |  | SOLE |  | 5299 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 487493 | 7056 | SH |  | SOLE |  | 7056 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 400274 | 824 | SH |  | SOLE |  | 824 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 387464 | 4263 | SH |  | SOLE |  | 4263 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 224586 | 707 | SH |  | SOLE |  | 707 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 316094 | 509 | SH |  | SOLE |  | 509 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 667287 | 1080 | SH |  | SOLE |  | 1080 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 300089 | 10218 | SH |  | SOLE |  | 10218 | 0 | 0 |
| NICE LTD | SPONSORED ADR | 653656108 |  | 484265 | 2867 | SH |  | SOLE |  | 2867 | 0 | 0 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 |  | 498028 | 9060 | SH |  | SOLE |  | 9060 | 0 | 0 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 215313 | 1964 | SH |  | SOLE |  | 1964 | 0 | 0 |

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