Next Level Wealth Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Next Level Wealth Planning, LLC held in its portfolio 64 assets valued at $187,910,402 (i.e. $187.91M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($58.53M), DIMENSIONAL ETF TRUST ($19.69M), and VANGUARD INDEX FDS ($17.92M).
The chart below shows the top 10 valuable assets, and the table below shows the top 64 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Next Level Wealth Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 93333 | 58532179 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 516610 | 19687985 | INTL CORE EQT MK |
| VANGUARD INDEX FDS | 61739 | 17918035 | MID CAP ETF |
| VANGUARD INDEX FDS | 46284 | 15517479 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 451540 | 14729254 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 430902 | 11819646 | US DIVIDEND EQ |
| ISHARES TR | 97206 | 11682274 | CORE S&P SCP ETF |
| VANGUARD INTL EQUITY INDEX F | 72176 | 5309258 | ALLWRLD EX US |
| APPLE INC | 9303 | 2529058 | COM |
| NVIDIA CORPORATION | 9050 | 1687958 | COM |
| SPDR SERIES TRUST | 37823 | 1606233 | STATE STREET SPD |
| ISHARES TR | 2093 | 1433665 | CORE S&P500 ETF |
| MICRON TECHNOLOGY INC | 4957 | 1414778 | COM |
| FIDELITY MERRIMACK STR TR | 28926 | 1331767 | TOTAL BD ETF |
| VANGUARD WHITEHALL FDS | 8019 | 1150844 | HIGH DIV YLD |
| PALANTIR TECHNOLOGIES INC | 6353 | 1129246 | CL A |
| ABBVIE INC | 4651 | 1062707 | COM |
| DIMENSIONAL ETF TRUST | 22396 | 953194 | CORE FIXED INCOM |
| AMAZON COM INC | 4007 | 924896 | COM |
| BITWISE BITCOIN ETF TR | 15392 | 732044 | SHS BEN INT |
| MICROSOFT CORP | 1410 | 681825 | COM |
| TESLA INC | 1513 | 680427 | COM |
| VANGUARD SCOTTSDALE FDS | 2193 | 677725 | VNG RUS1000IDX |
| EXXON MOBIL CORP | 5552 | 668136 | COM |
| PACER FDS TR | 16768 | 615046 | INDUSTRIAL RELET |
| TAIWAN SEMICONDUCTOR MFG LTD | 1983 | 602614 | SPONSORED ADS |
| ABBOTT LABS | 4748 | 594877 | COM |
| AMPHENOL CORP NEW | 4400 | 594616 | CL A |
| ISHARES TR | 6552 | 586142 | CORE MSCI EAFE |
| PACER FDS TR | 9520 | 572841 | US CASH COWS 100 |
| VANGUARD SPECIALIZED FUNDS | 2510 | 551547 | DIV APP ETF |
| COSTCO WHSL CORP NEW | 543 | 467972 | COM |
| ISHARES TR | 7046 | 465035 | CORE S&P MCP ETF |
| OCCIDENTAL PETE CORP | 10812 | 444595 | COM |
| BERKSHIRE HATHAWAY INC DEL | 822 | 413178 | CL B NEW |
| VISA INC | 1110 | 389287 | COM CL A |
| PACER FDS TR | 9020 | 383170 | METAURUS CAP 400 |
| AFLAC INC | 3449 | 380298 | COM |
| INVESCO QQQ TR | 595 | 365719 | UNIT SER 1 |
| CATERPILLAR INC | 630 | 360908 | COM |
| J P MORGAN EXCHANGE TRADED F | 7567 | 350276 | INCOME ETF |
| VANGUARD MUN BD FDS | 6926 | 348309 | TAX EXEMPT BD |
| ALPHABET INC | 1080 | 338904 | CAP STK CL C |
| ISHARES TR | 3079 | 323319 | GLOBAL TECH ETF |
| VANGUARD INDEX FDS | 649 | 316593 | GROWTH ETF |
| CAPITAL GRP FIXED INCM ETF T | 11001 | 301207 | MUNICIPAL INCOME |
| PACER FDS TR | 6703 | 297426 | US SMALL CAP CAS |
| JPMORGAN CHASE & CO. | 902 | 290642 | COM |
| DIMENSIONAL ETF TRUST | 4100 | 285647 | US SMALL CAP ETF |
| IDACORP INC | 2225 | 281596 | COM |
| ISHARES TR | 11367 | 275991 | IBONDS 27 ETF |
| ENERGY TRANSFER L P | 14960 | 246691 | COM UT LTD PTN |
| VANGUARD WORLD FD | 325 | 244979 | INF TECH ETF |
| FIDELITY COVINGTON TRUST | 4249 | 240901 | HIGH DIVID ETF |
| JOHNSON & JOHNSON | 1134 | 234681 | COM |
| MICROCHIP TECHNOLOGY INC. | 3625 | 230985 | COM |
| ALPHABET INC | 732 | 229116 | CAP STK CL A |
| VANGUARD WORLD FD | 794 | 228528 | HEALTH CAR ETF |
| ISHARES TR | 4687 | 225820 | FUTURE AI & TECH |
| J P MORGAN EXCHANGE TRADED F | 4500 | 213075 | CORE PLUS BD ETF |
| VANGUARD MUN BD FDS | 2785 | 210462 | CORE TAX EXEMPT |
| CISCO SYS INC | 2629 | 202534 | COM |
| ISHARES TR | 1361 | 202304 | CORE S&P TTL STK |
| LIBERTY ALL STAR EQUITY FD | 22605 | 141958 | SH BEN INT |
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