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Next Level Wealth Planning

Latest statistics and disclosures from Next Level Wealth Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002044208

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Positions held by Next Level Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Next Level Wealth Planning

Next Level Wealth Planning holds 43 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	32.5	$41M	77k	538.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	9.9	$13M	48k	264.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.4	$12M	41k	289.82	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.1	$10M	370k	27.87	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	7.5	$9.5M	325k	29.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.0	$8.9M	327k	27.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.8	$8.7M	75k	115.22	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	4.6	$5.8M	102k	57.41	View chart
Apple (AAPL)	1.7	$2.2M	8.6k	250.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$1.3M	2.3k	588.70	View chart
NVIDIA Corporation (NVDA)	1.0	$1.2M	9.3k	134.30	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$854k	19k	44.87	View chart
Amazon (AMZN)	0.7	$831k	3.8k	219.39	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$808k	12k	68.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$669k	11k	62.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$624k	4.9k	127.60	View chart
Microsoft Corporation (MSFT)	0.4	$559k	1.3k	421.50	View chart
Occidental Petroleum Corporation (OXY)	0.4	$539k	11k	49.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$523k	7.4k	70.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$505k	2.6k	195.86	View chart
Palantir Technologies Cl A (PLTR)	0.4	$495k	6.6k	75.63	View chart
Pacer Fds Tr Industrial Relet (INDS)	0.4	$447k	13k	35.30	View chart
Tesla Motors (TSLA)	0.3	$437k	1.1k	403.84	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$432k	7.7k	56.48	View chart
Costco Wholesale Corporation (COST)	0.3	$409k	446.00	916.67	View chart
Micron Technology (MU)	0.3	$404k	4.8k	84.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$390k	860.00	453.28	View chart
Visa Com Cl A (V)	0.3	$380k	1.2k	316.04	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$379k	1.9k	197.49	View chart
Microchip Technology (MCHP)	0.3	$332k	5.8k	57.35	View chart
AFLAC Incorporated (AFL)	0.2	$318k	3.1k	103.45	View chart
Amphenol Corp Cl A (APH)	0.2	$306k	4.4k	69.45	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$300k	15k	19.59	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$298k	7.2k	41.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$288k	563.00	510.85	View chart
JPMorgan Chase & Co. (JPM)	0.2	$240k	1.0k	239.71	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.2	$228k	4.4k	51.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$225k	1.2k	190.44	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$221k	5.0k	44.01	View chart
Caterpillar (CAT)	0.2	$218k	600.00	362.76	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$216k	1.0k	211.37	View chart
Netflix (NFLX)	0.2	$205k	230.00	891.32	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$153k	22k	6.95	View chart

Past Filings by Next Level Wealth Planning

SEC 13F filings are viewable for Next Level Wealth Planning going back to 2024

Next Level Wealth Planning 2024 Q4 filed Jan. 30, 2025

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