Next Level Wealth Planning, LLC
Q3 2025 13F Holdings
- Locationmeridian, ID
- Num holdings
61
- Value ($000)
$177,117
- Date Filed10/30/2025
- Form type13F-HR
- CIK0002044208
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $55.67 M | 31 % | 90,914 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $18.25 M | 10 % | 502,128 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $17.62 M | 10 % | 59,983 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.19 M | 9 % | 46,281 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $14.16 M | 8 % | 443,757 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $11.25 M | 6 % | 94,659 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.21 M | 6 % | 410,459 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $5.13 M | 3 % | 71,885 | ||
AAPL APPLE INC | COM | 037833100 | $2.37 M | 1 % | 9,321 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $1.69 M | 1 % | 9,050 |
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