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Level Wealth Management LLC

SEC CIK
0002036775
Latest filing
Jul 28, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Level Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overviewAll 13F holders of MDYFull Q2 2026 holdings

Shares (Q2 2026)
311
Value
$219.5K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of MDY by Level Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026311$219.5K0.1%+311NewHolders