Next Level Wealth Planning, LLC Portfolio Holdings

Next Level Wealth Planning, LLC

  • $188 Billion
  • Q4 2025

Next Level Wealth Planning, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 66 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 $58.5B, Dimensional ETF Tr with a value of $19.7B, Vanguard Mid Cap ETF with a value of $17.9B, Vanguard Total Stock Market Et with a value of $15.5B, and Schwab Strategic Tr Us Large C with a value of $14.7B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $177B to 188B.

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 $188 Billion
ETFs: $169 Billion
Technology: $9.07 Billion
Healthcare: $1.89 Billion
Financial Services: $1.62 Billion
Consumer Cyclical: $1.61 Billion
Energy: $1.36 Billion
Communication Services: $568 Million
Consumer Defensive: $468 Million
Other: $643 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.49B
$282 Million 0.15% of portfolio
2,225
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $188 Billion
  • Prior Value $177 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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