Next Level Wealth Planning, LLC Portfolio Holdings

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 2025

Next Level Wealth Planning, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $49.2B, Dimensional ETF Tr with a value of $16.2B, Vanguard Mid Cap ETF with a value of $15.8B, Vanguard Total Stock Market Et with a value of $13.9B, and Schwab Strategic Tr Us Large C with a value of $12.4B.

Examining the 13F form we can see an increase of $24.1B in the current position value, from $132B to 156B.

Next Level Wealth Planning, LLC is based out at Meridian, ID

Below you can find more details about Next Level Wealth Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $156 Billion
ETFs: $143 Billion
Technology: $6.75 Billion
Financial Services: $1.61 Billion
Consumer Cyclical: $1.32 Billion
Energy: $1.32 Billion
Communication Services: $724 Million
Consumer Defensive: $432 Million
Industrials: $233 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $156 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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