Next Level Wealth Planning, LLC Portfolio Holdings

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 2025

Next Level Wealth Planning, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 61 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 $55.7B, Dimensional ETF Tr with a value of $18.3B, Vanguard Mid Cap ETF with a value of $17.6B, Vanguard Total Stock Market Et with a value of $15.2B, and Schwab Strategic Tr Us Large C with a value of $14.2B.

Examining the 13F form we can see an increase of $21B in the current position value, from $156B to 177B.

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 $177 Billion
ETFs: $161 Billion
Technology: $8.12 Billion
Financial Services: $1.63 Billion
Consumer Cyclical: $1.54 Billion
Energy: $1.39 Billion
Communication Services: $486 Million
Consumer Defensive: $471 Million
Industrials: $301 Million
Other: $504 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.7 Billion 31.43% of portfolio
90,914
Q3 2025 Added 4.95%
$0
$18.3 Billion 10.31% of portfolio
502,128
Q3 2025 Added 7.0%
$0
$17.6 Billion 9.95% of portfolio
59,983
Q3 2025 Added 5.97%
$0
$15.2 Billion 8.58% of portfolio
46,281
Q3 2025 Added 1.44%
$0
$14.2 Billion 7.99% of portfolio
443,757
Q3 2025 Added 4.63%
$0
$11.2 Billion 6.35% of portfolio
94,659
Q3 2025 Added 6.76%
$0
$11.2 Billion 6.33% of portfolio
410,459
Q3 2025 Added 7.12%
$0
$5.13 Billion 2.9% of portfolio
71,885
Q3 2025 Added 1.77%
$4.36T
$2.37 Billion 1.34% of portfolio
9,321
Q3 2025 Added 6.82%
$506B
$1.69 Billion 0.95% of portfolio
9,050
Q3 2025 Reduced 2.82%
$0
$1.63 Billion 0.92% of portfolio
2,437
Q3 2025 Added 3.31%
$0
$1.18 Billion 0.67% of portfolio
25,616
Q3 2025 Added 2.35%
$382B
$1.14 Billion 0.65% of portfolio
6,263
Q3 2025 Reduced 19.21%
$0
$1.11 Billion 0.63% of portfolio
7,877
Q3 2025 Added 5.17%
$0
$921 Million 0.52% of portfolio
11,758
Q1 2025 Added 0.28%
$2.27T
$880 Million 0.5% of portfolio
4,007
Q3 2025 Added 0.02%
$244B
$829 Million 0.47% of portfolio
4,957
Q3 2025 Added 2.14%
$3.92T
$735 Million 0.42% of portfolio
1,420
Q3 2025 Added 4.18%
$1.39T
$657 Million 0.37% of portfolio
1,477
Q3 2025 Added 5.35%
$478B
$626 Million 0.35% of portfolio
5,552
Q2 2025 Reduced 0.61%
$0
$620 Million 0.35% of portfolio
2,052
Q3 2025 Added 7.77%
$0
$598 Million 0.34% of portfolio
13,985
Q3 2025 Added 4.02%
$0
$595 Million 0.34% of portfolio
16,000
Q3 2025 Added 13.22%
$0
$565 Million 0.32% of portfolio
2,619
Q3 2025 Added 1.16%
$82.7B
$548 Million 0.31% of portfolio
4,425
Q3 2025 Added 0.57%
$0
$550 Million 0.31% of portfolio
6,299
Q3 2025 Added 0.9%
$0
$555 Million 0.31% of portfolio
9,657
Q3 2025 Added 13.44%
$1.57T
$554 Million 0.31% of portfolio
1,983
Q3 2025 Added 0.15%
$37.9B
$511 Million 0.29% of portfolio
10,812
Q2 2025 Reduced 0.92%
$407B
$471 Million 0.27% of portfolio
508
Q3 2025 Added 16.51%
$0
$455 Million 0.26% of portfolio
6,971
Q3 2025 Reduced 2.11%
$646B
$413 Million 0.23% of portfolio
822
Q3 2025 Reduced 7.85%
$67.5B
$385 Million 0.22% of portfolio
3,448
Q3 2025 Added 9.56%
$564B
$383 Million 0.22% of portfolio
1,122
Q3 2025 Reduced 2.69%
$0
$354 Million 0.2% of portfolio
14,788
Q3 2025 Added 1.11%
$0
$354 Million 0.2% of portfolio
589
Q3 2025 Reduced 1.01%
$0
$318 Million 0.18% of portfolio
3,079
Q2 2025 New
$0
$327 Million 0.18% of portfolio
6,535
Q2 2025 Added 54.02%
$0
$304 Million 0.17% of portfolio
634
Q3 2025 Reduced 4.08%
$6.63B
$294 Million 0.17% of portfolio
2,225
Q3 2025 New
$308B
$301 Million 0.17% of portfolio
630
Q3 2025 Added 5.0%
$908B
$304 Million 0.17% of portfolio
963
Q2 2025 Added 0.1%
$0
$292 Million 0.17% of portfolio
6,978
Q3 2025 New
$0
$277 Million 0.16% of portfolio
11,367
Q3 2025 New
$0
$262 Million 0.15% of portfolio
351
Q3 2025 Added 2.93%
$0
$273 Million 0.15% of portfolio
9,210
Q3 2025 Added 1.0%
$0
$258 Million 0.15% of portfolio
5,902
Q3 2025 Reduced 0.54%
$1.72T
$263 Million 0.15% of portfolio
1,080
Q3 2025 Reduced 10.45%
$34.3B
$246 Million 0.14% of portfolio
3,828
Q3 2025 Reduced 1.87%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $177 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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