# EDGAR Filing Document

**Accession Number:** 0001843138
**File Stem:** 0001085146-23-000815
**Filing Date:** 2023-2
**Character Count:** 14143
**Document Hash:** 5c51d6116bce7721374ee5e8c8d6d0cc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000815.hdr.sgml**: 20230208

**ACCESSION NUMBER**: 0001085146-23-000815

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230208

**DATE AS OF CHANGE**: 20230208

**EFFECTIVENESS DATE**: 20230208

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Levy Wealth Management Group, LLC
- **CENTRAL INDEX KEY:** 0001843138
- **IRS NUMBER:** 455378898
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20637
- **FILM NUMBER:** 23599879

**BUSINESS ADDRESS:**
- **STREET 1:** 1818 MARKET STREET
- **STREET 2:** SUITE 3232
- **CITY:** PHILADELPHIA
- **STATE:** PA
- **ZIP:** 19103
- **BUSINESS PHONE:** 215-875-8720

**MAIL ADDRESS:**
- **STREET 1:** 1818 MARKET STREET
- **STREET 2:** SUITE 3232
- **CITY:** PHILADELPHIA
- **STATE:** PA
- **ZIP:** 19103

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** Levy Wealth Management Group LLC<br>**Address:** 1818 MARKET STREET<br>SUITE 3232<br>PHILADELPHIA, PA 19103

**Form 13F File Number:** 028-20637

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:** Victor Levy<br>**Title:** President<br>**Phone:** 215-875-8720

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

/s/Victor Levy  Philadelphia, PA  02-08-2023<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:** 94

**Form 13F Information Table Value Total:** $298929161

      (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 |
| ABBOTT LABS | COM | 002824100 | BBG001S5N9M6 | 1997173 | 18191 | SH |  | SOLE |  | 0 | 0 | 18191 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 1037122 | 6417 | SH |  | SOLE |  | 0 | 0 | 6417 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | BBG001S5NCQ5 | 332155 | 987 | SH |  | SOLE |  | 0 | 0 | 987 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 254102 | 2880 | SH |  | SOLE |  | 0 | 0 | 2880 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 574896 | 6844 | SH |  | SOLE |  | 0 | 0 | 6844 |
| AMERICAN CENTY ETF TR | MULTISECTOR | 025072398 | BBG011MFKJQ6 | 422766 | 9886 | SH |  | SOLE |  | 0 | 0 | 9886 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 260410 | 992 | SH |  | SOLE |  | 0 | 0 | 992 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 6604563 | 50832 | SH |  | SOLE |  | 0 | 0 | 50832 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 1189265 | 3850 | SH |  | SOLE |  | 0 | 0 | 3850 |
| BOEING CO | COM | 097023105 | BBG001S5P0V3 | 590519 | 3100 | SH |  | SOLE |  | 0 | 0 | 3100 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | BBG001S8N8J6 | 564677 | 7848 | SH |  | SOLE |  | 0 | 0 | 7848 |
| CSX CORP | COM | 126408103 | BBG001S5Q7Q3 | 587064 | 18950 | SH |  | SOLE |  | 0 | 0 | 18950 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 262647 | 3023 | SH |  | SOLE |  | 0 | 0 | 3023 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | BBG001SDHNW4 | 342355 | 28842 | SH |  | SOLE |  | 0 | 0 | 28842 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | BBG001S9P0Z1 | 1047884 | 43445 | SH |  | SOLE |  | 0 | 0 | 43445 |
| ESSENTIAL UTILS INC | COM | 29670G102 | BBG001S5VFD3 | 431602 | 9043 | SH |  | SOLE |  | 0 | 0 | 9043 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 256489 | 2325 | SH |  | SOLE |  | 0 | 0 | 2325 |
| FIDELITY MERRIMACK STR TR | LTD TRM BD ETF | 316188200 | BBG0078XLZ93 | 1846007 | 38483 | SH |  | SOLE |  | 0 | 0 | 38483 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | BBG009K1H2W7 | 321676 | 8310 | SH |  | SOLE |  | 0 | 0 | 8310 |
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 30290Y101 | BBG01BG24837 | 136080 | 28892 | SH |  | SOLE |  | 0 | 0 | 28892 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 | BBG001S5NKC2 | 4150515 | 22014 | SH |  | SOLE |  | 0 | 0 | 22014 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 | BBG00DSB42H9 | 210383 | 10238 | SH |  | SOLE |  | 0 | 0 | 10238 |
| GLOBAL X FDS | TELMDC ETF | 37954Y285 | BBG00WCNXGG6 | 179154 | 15471 | SH |  | SOLE |  | 0 | 0 | 15471 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 | BBG00HPF2LX6 | 313322 | 16176 | SH |  | SOLE |  | 0 | 0 | 16176 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 327512 | 1037 | SH |  | SOLE |  | 0 | 0 | 1037 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | BBG00XS6PBW6 | 19828444 | 181032 | SH |  | SOLE |  | 0 | 0 | 181032 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | BBG001T0NSB6 | 607286 | 54319 | SH |  | SOLE |  | 0 | 0 | 54319 |
| INVESCO EXCH TRADED FD TR II | S EMRNG MKTS | 46138E297 | BBG002DJ8H94 | 3422299 | 148731 | SH |  | SOLE |  | 0 | 0 | 148731 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 | BBG001V18CG8 | 345773 | 5411 | SH |  | SOLE |  | 0 | 0 | 5411 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 | BBG001SDTVQ0 | 240899 | 5475 | SH |  | SOLE |  | 0 | 0 | 5475 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 3028141 | 11372 | SH |  | SOLE |  | 0 | 0 | 11372 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | BBG006MJFZK4 | 351399 | 7028 | SH |  | SOLE |  | 0 | 0 | 7028 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 490118 | 5179 | SH |  | SOLE |  | 0 | 0 | 5179 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 252537 | 657 | SH |  | SOLE |  | 0 | 0 | 657 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | BBG00D7BBRS7 | 1006243 | 15306 | SH |  | SOLE |  | 0 | 0 | 15306 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | BBG00FFPFTS4 | 708908 | 8365 | SH |  | SOLE |  | 0 | 0 | 8365 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | BBG00MC0P0K7 | 750029 | 16047 | SH |  | SOLE |  | 0 | 0 | 16047 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | BBG00H4BFM35 | 722729 | 30405 | SH |  | SOLE |  | 0 | 0 | 30405 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 | BBG001S7XDQ8 | 331141 | 16682 | SH |  | SOLE |  | 0 | 0 | 16682 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 838461 | 12774 | SH |  | SOLE |  | 0 | 0 | 12774 |
| ISHARES TR | MSCI GBL SUS DEV | 46435G532 | BBG00CRHS639 | 352153 | 4463 | SH |  | SOLE |  | 0 | 0 | 4463 |
| ISHARES TR | MSCI USA ESG SLC | 464288802 | BBG001SN86J4 | 875539 | 10636 | SH |  | SOLE |  | 0 | 0 | 10636 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | BBG0025X2G81 | 2389663 | 33144 | SH |  | SOLE |  | 0 | 0 | 33144 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | BBG001SNVWC8 | 453983 | 14870 | SH |  | SOLE |  | 0 | 0 | 14870 |
| ISHARES TR | RUS 1000 ETF | 464287622 | BBG001S562W9 | 306658 | 1457 | SH |  | SOLE |  | 0 | 0 | 1457 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 242069 | 1388 | SH |  | SOLE |  | 0 | 0 | 1388 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | BBG001SFC7Z6 | 4104484 | 18599 | SH |  | SOLE |  | 0 | 0 | 18599 |
| ISHARES TR | SHORT TREAS BD | 464288679 | BBG001SSD803 | 401208 | 3650 | SH |  | SOLE |  | 0 | 0 | 3650 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | BBG001SLS4Q3 | 1254149 | 12028 | SH |  | SOLE |  | 0 | 0 | 12028 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | BBG00GP26NW0 | 12496801 | 249288 | SH |  | SOLE |  | 0 | 0 | 249288 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | BBG00M8D2458 | 10180168 | 201448 | SH |  | SOLE |  | 0 | 0 | 201448 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | BBG00J5DPW97 | 17072433 | 440579 | SH |  | SOLE |  | 0 | 0 | 440579 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 2117937 | 11989 | SH |  | SOLE |  | 0 | 0 | 11989 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 409774 | 3056 | SH |  | SOLE |  | 0 | 0 | 3056 |
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 311474 | 1563 | SH |  | SOLE |  | 0 | 0 | 1563 |
| LPL FINL HLDGS INC | COM | 50212V100 | BBG001T5GK39 | 225249 | 1042 | SH |  | SOLE |  | 0 | 0 | 1042 |
| MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | BBG001S731Q7 | 225523 | 4492 | SH |  | SOLE |  | 0 | 0 | 4492 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 233147 | 885 | SH |  | SOLE |  | 0 | 0 | 885 |
| MCKESSON CORP | COM | 58155Q103 | BBG001S8F8P8 | 431514 | 1150 | SH |  | SOLE |  | 0 | 0 | 1150 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 1724057 | 15539 | SH |  | SOLE |  | 0 | 0 | 15539 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 2267561 | 9455 | SH |  | SOLE |  | 0 | 0 | 9455 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 222228 | 2719 | SH |  | SOLE |  | 0 | 0 | 2719 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 278259 | 1540 | SH |  | SOLE |  | 0 | 0 | 1540 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 521033 | 10168 | SH |  | SOLE |  | 0 | 0 | 10168 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | BBG001T618D9 | 2291439 | 23228 | SH |  | SOLE |  | 0 | 0 | 23228 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | BBG001T6Q6C7 | 2171971 | 44061 | SH |  | SOLE |  | 0 | 0 | 44061 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 1652912 | 10906 | SH |  | SOLE |  | 0 | 0 | 10906 |
| PRUDENTIAL FINL INC | COM | 744320102 | BBG001S97MM7 | 243958 | 2453 | SH |  | SOLE |  | 0 | 0 | 2453 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | BBG001S5V3C1 | 238508 | 3893 | SH |  | SOLE |  | 0 | 0 | 3893 |
| SEAGEN INC | COM | 81181C104 | BBG001S9M4Q6 | 312279 | 2430 | SH |  | SOLE |  | 0 | 0 | 2430 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | BBG001S8LH99 | 211720 | 639 | SH |  | SOLE |  | 0 | 0 | 639 |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 78463X434 | BBG006LCM0W6 | 5435808 | 84802 | SH |  | SOLE |  | 0 | 0 | 84802 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 908254 | 2375 | SH |  | SOLE |  | 0 | 0 | 2375 |
| SPDR SER TR | PORTFOLI S | 78464A805 | BBG001SG6843 | 718619 | 15196 | SH |  | SOLE |  | 0 | 0 | 15196 |
| SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | BBG001STKD11 | 8613774 | 342769 | SH |  | SOLE |  | 0 | 0 | 342769 |
| SPDR SER TR | PORTFOLIO S | 78464A847 | BBG001SPT9T9 | 4144659 | 97521 | SH |  | SOLE |  | 0 | 0 | 97521 |
| SPDR SER TR | PORTFOLIO S | 78468R853 | BBG004T58LZ5 | 223040 | 6033 | SH |  | SOLE |  | 0 | 0 | 6033 |
| SPDR SER TR | PORTFOLIO SHORT | 78464A474 | BBG001T6B0P2 | 2667249 | 90785 | SH |  | SOLE |  | 0 | 0 | 90785 |
| SPDR SER TR | PRTFLO S GW | 78464A409 | BBG001SD7RB9 | 7224976 | 142589 | SH |  | SOLE |  | 0 | 0 | 142589 |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 | BBG005D236G5 | 1835911 | 45915 | SH |  | SOLE |  | 0 | 0 | 45915 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 1197925 | 9725 | SH |  | SOLE |  | 0 | 0 | 9725 |
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 502329 | 2426 | SH |  | SOLE |  | 0 | 0 | 2426 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 355831 | 671 | SH |  | SOLE |  | 0 | 0 | 671 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | BBG001TC6MF8 | 3104980 | 14720 | SH |  | SOLE |  | 0 | 0 | 14720 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | BBG001ST39Q2 | 51076074 | 678482 | SH |  | SOLE |  | 0 | 0 | 678482 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | BBG001SRN7W1 | 210433 | 1556 | SH |  | SOLE |  | 0 | 0 | 1556 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 308542 | 1514 | SH |  | SOLE |  | 0 | 0 | 1514 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 759431 | 2162 | SH |  | SOLE |  | 0 | 0 | 2162 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 49345701 | 258098 | SH |  | SOLE |  | 0 | 0 | 258098 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 1703242 | 22653 | SH |  | SOLE |  | 0 | 0 | 22653 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 31970304 | 210539 | SH |  | SOLE |  | 0 | 0 | 210539 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | BBG001T0Y6L1 | 2788570 | 27113 | SH |  | SOLE |  | 0 | 0 | 27113 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 207924 | 5277 | SH |  | SOLE |  | 0 | 0 | 5277 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 240989 | 1700 | SH |  | SOLE |  | 0 | 0 | 1700 |

---