Next Level Wealth Planning, LLC Incresed Positions in Q3 2025

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.29K
+ 4.95%
$567.77 - $614.76 $2.43M - $2.64M
90.9K $55.7B
DFAI
Dimensional ETF Tr

ETFs
32.8K
+ 7.0%
$34.05 - $36.55 $1.12M - $1.2M
502K $18.3B
VO
Vanguard Mid Cap ETF

ETFs
3.38K
+ 5.97%
$279.83 - $293.74 $946K - $993K
60K $17.6B
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.6K
+ 4.63%
$28.92 - $32.19 $568K - $632K
444K $14.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6K
+ 6.76%
$108.46 - $120.63 $650K - $723K
94.7K $11.2B
VTI
Vanguard Total Stock Market Et

ETFs
657
+ 1.44%
$303.93 - $329.86 $200K - $217K
46.3K $15.2B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.3K
+ 7.12%
$26.38 - $27.95 $720K - $763K
410K $11.2B
AAPL
Apple Inc.

Technology
595
+ 6.82%
$202.38 - $256.87 $120K - $153K
9.32K $2.37B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.25K
+ 1.77%
$66.38 - $71.68 $82.8K - $89.4K
71.9K $5.13B
MU
Micron Technology Inc

Technology
104
+ 2.14%
$104.88 - $168.89 $10.9K - $17.6K
4.96K $829M
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 5.35%
$293.94 - $444.72 $22K - $33.4K
1.48K $657M
IVV
Ishares Core S&P 500 ETF

ETFs
78
+ 3.31%
$620.67 - $670.08 $48.4K - $52.3K
2.44K $1.63B
APH
Amphenol Corp

Technology
25
+ 0.57%
$97.39 - $125.4 $2.43K - $3.14K
4.43K $548M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
387
+ 5.17%
$132.9 - $142.03 $51.4K - $55K
7.88K $1.11B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.15%
$224.68 - $282.71 $674 - $848
1.98K $554M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.14K
+ 13.44%
$55.15 - $58.11 $63.1K - $66.5K
9.66K $555M
VONE
Vanguard Russell 1000 ETF

ETFs
148
+ 7.77%
$280.68 - $303.97 $41.5K - $45K
2.05K $620M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1.87K
+ 13.22%
$35.44 - $37.64 $66.2K - $70.3K
16K $595M
CAT
Caterpillar Inc

Industrials
30
+ 5.0%
$390.92 - $477.15 $11.7K - $14.3K
630 $301M
MSFT
Microsoft Corp

Technology
57
+ 4.18%
$491.09 - $535.64 $28K - $30.5K
1.42K $735M
AFL
Aflac Inc

Financial Services
301
+ 9.56%
$98.09 - $111.7 $29.5K - $33.6K
3.45K $385M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
589
+ 2.35%
$45.26 - $46.63 $26.7K - $27.5K
25.6K $1.18B
COST
Costco Wholesale Corp

Consumer Defensive
72
+ 16.51%
$915.95 - $994.57 $65.9K - $71.6K
508 $471M
VGT
Vanguard Information Technolog

ETFs
10
+ 2.93%
$656.44 - $753.15 $6.56K - $7.53K
351 $262M
VIG
Vanguard Dividend Appreciation

ETFs
30
+ 1.16%
N/A
2.62K $565M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
540
+ 4.02%
$41.8 - $43.15 $22.6K - $23.3K
14K $598M
IEFA
Ishares Tr

ETFs
56
+ 0.9%
$81.7 - $87.53 $4.58K - $4.9K
6.3K $550M
DFAS
Dimensional ETF Tr U S Small C

ETFs
118
+ 3.4%
$63.41 - $69.69 $7.48K - $8.22K
3.59K $246M
JPIE
J P Morgan Exchange Traded Fd
453
+ 9.55%
$46.01 - $46.55 $20.8K - $21.1K
5.2K $241M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
91
+ 1.0%
$28.77 - $29.79 $2.62K - $2.71K
9.21K $273M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
163
+ 1.11%
$23.54 - $23.97 $3.84K - $3.91K
14.8K $354M
AMZN
Amazon Com Inc

Consumer Cyclical
1
+ 0.02%
$211.65 - $238.24 $212 - $238
4.01K $880M
ET
Energy Transfer LP

Energy
173
+ 1.17%
$17.11 - $18.16 $2.96K - $3.14K
15K $257M
Activity Summary
Buys All Purchases 42 New Holdings 8 Increased Positions 34 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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