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Next Level Wealth Planning, LLC 13F holdings

Filed 2026-07-30 · Next Level Wealth Planning, LLC · 74 positions · $227.2M

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS97.4K$66.9M29.5%
DFAIDIMENSIONAL ETF TRUST554.9K$22.9M10.1%
VOVANGUARD INDEX FDS266.1K$21.4M9.4%
VTIVANGUARD INDEX FDS46.5K$17.2M7.6%
SCHGSCHWAB STRATEGIC TR480.4K$16.3M7.2%
IJRISHARES TR101.9K$15.1M6.7%
SCHDSCHWAB STRATEGIC TR455.7K$14.4M6.4%
VEUVANGUARD INTL EQUITY INDEX F65.6K$5.5M2.4%
MUMICRON TECHNOLOGY INC4.1K$4.7M2.1%
SGOVISHARES TR32.3K$3.3M1.4%
AAPLAPPLE INC9.8K$2.8M1.3%
FBNDFIDELITY MERRIMACK STR TR42.8K$1.9M0.9%
NVDANVIDIA CORPORATION9.6K$1.9M0.8%
IVVISHARES TR2.4K$1.8M0.8%
DFCFDIMENSIONAL ETF TRUST37.1K$1.6M0.7%
VYMVANGUARD WHITEHALL FDS7.7K$1.2M0.5%
ABBVABBVIE INC4.7K$1.2M0.5%
TSMTAIWAN SEMICONDUCTOR MANUFAC2.2K$1.0M0.5%
SPYMSPDR SERIES TRUST11.7K$1.0M0.5%
AMZNAMAZON COM INC4.2K$1.0M0.4%
COSTCOSTCO WHOLESALE CORPORATION981$917,6230.4%
CGMUCAPITAL GRP FIXED INCM ETF T29.3K$805,3660.4%
PLTRPALANTIR TECHNOLOGIES INC6.8K$793,3560.3%
EXMOCEXXON MOBIL CORP5.7K$781,3650.3%
APHAMPHENOL CORP4.4K$775,8080.3%
TSLATESLA INC1.7K$717,5440.3%
VCRMVANGUARD MUN BD FDS9.4K$715,8680.3%
VONEVANGUARD SCOTTSDALE FDS2.1K$711,3120.3%
CATCATERPILLAR INC630$670,8870.3%
VIGVANGUARD SPECIALIZED FUNDS2.6K$621,8560.3%
MSFTMICROSOFT CORP1.6K$606,2810.3%
IEFAISHARES TR6.0K$576,9690.3%
SPHYSPDR SERIES TRUST23.7K$554,6140.2%
BITBBITWISE BITCOIN ETF TR16.7K$533,2410.2%
OXYOCCIDENTAL PETE CORP10.8K$525,1460.2%
INDSPACER FDS TR13.0K$522,2450.2%
IJHISHARES TR6.3K$488,1760.2%
GOOGLALPHABET INC1.4K$482,8060.2%
JPIEJ P MORGAN EXCHANGE TRADED F10.4K$479,8410.2%
QQQINVESCO QQQ TR637$468,7290.2%
QDPLPACER FDS TR10.3K$462,1030.2%
ARTYISHARES TR5.9K$447,8210.2%
IXNISHARES TR3.1K$444,8870.2%
COWZPACER FDS TR7.0K$437,5600.2%
ABTABBOTT LABORATORIES4.7K$430,8340.2%
VVISA INC1.2K$423,3730.2%
BRK-BBERKSHIRE HATHAWAY INC DEL829$414,8230.2%
GOOGALPHABET INC1.2K$410,9230.2%
AFLAFLAC INC3.5K$404,5720.2%
SPCXSPACE EXPLORATION TECHN CORP2.3K$392,6360.2%
CALFPACER FDS TR7.6K$382,2420.2%
VTEBVANGUARD MUN BD FDS6.9K$350,3170.2%
CSCOCISCO SYS INC3.0K$348,3030.2%
VRTVERTIV HOLDINGS CO1.0K$338,8380.1%
IDAIDACORP INC2.2K$336,6430.1%
VUGVANGUARD INDEX FDS3.9K$332,0830.1%
VGTVANGUARD WORLD FD2.7K$326,0510.1%
ITOTISHARES TR2.0K$321,1590.1%
JNJJOHNSON & JOHNSON1.2K$316,1930.1%
DFASDIMENSIONAL ETF TRUST3.7K$301,2830.1%
Top Fund Holdings
13F
Top Fund Holdings

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