MB, Levis & Associates, LLC
MB, Levis & Associates, LLC is a boutique SEC-registered investment advisory firm headquartered in Center Valley, Pennsylvania. Founded in 2006, the firm specializes in serving high-net-worth individuals, families, trusts, and small business owners by providing comprehensive financial planning, portfolio management, and retirement strategy services. With an employee count of 4 experienced advisors, MB, Levis & Associates is committed to long-term client relationships and personalized investment solutions tailored to client objectives.
Investment Strategy
MB, Levis & Associates, LLC provides discretionary, fee-only investment advisory services, utilizing diversified portfolio management and risk management strategies. Their investment approach emphasizes tailored asset allocations based on clients' financial goals, risk tolerance, and time horizon. The firm’s philosophy focuses on constructing and managing portfolios that balance growth with preservation of capital, addressing both retirement planning and wealth transfer needs for high-net-worth and institutional clients.
Top Holdings
Equity Positions (241)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 8.91% | $20.6M | 66,882 | $187.76 | $307.86 | +$2.2M |
V VEU | VANGUARD INTL EQUITY INDEX F | 8.21% | $19.0M | 265,845 | $51.02 | $71.37 | +$1.5M |
D DHS | WISDOMTREE TR | 6.94% | $16.0M | 159,151 | $85.94 | $100.75 | +$693.8K |
D DGRW | WISDOMTREE TR | 6.46% | $14.9M | 167,785 | $79.88 | $88.96 | +$786.7K |
I IBDW | ISHARES TR | 5.88% | $13.6M | 640,408 | $20.11 | $21.22 | +$150.6K |