Next Level Wealth Planning, LLC Portfolio Holdings

Next Level Wealth Planning, LLC

  • $132 Billion
  • Q1 2025

Next Level Wealth Planning, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 49 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 $41.8B, Vanguard Mid Cap ETF with a value of $13.2B, Dimensional ETF Tr with a value of $12.4B, Vanguard Total Stock Market Et with a value of $11.9B, and Schwab Strategic Tr Us Dividen with a value of $9.74B.

Examining the 13F form we can see an increase of $4.91B in the current position value, from $127B to 132B.

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 $132 Billion
ETFs: $122 Billion
Technology: $5.05 Billion
Financial Services: $1.59 Billion
Energy: $1.48 Billion
Consumer Cyclical: $961 Million
Consumer Defensive: $417 Million
Industrials: $202 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$40.9B
$539 Million 0.41% of portfolio
10,912
Q4 2024 New
$124B
$421 Million 0.32% of portfolio
4,846
Q1 2025 Added 1.04%
$64.6B
$329 Million 0.25% of portfolio
2,955
Q1 2025 Reduced 3.75%
$55B
$289 Million 0.22% of portfolio
4,400
Q4 2024 New
$55.5B
$275 Million 0.21% of portfolio
14,787
Q1 2025 Reduced 3.27%
$189B
$202 Million 0.15% of portfolio
612
Q1 2025 Added 2.0%
$38.4B
$200 Million 0.15% of portfolio
4,138
Q1 2025 Reduced 28.41%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $132 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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