Next Level Wealth Planning, LLC
Q4 2025 13F Holdings
- Locationmeridian, ID
- Num holdings
66
- Value ($000)
$187,910
- Date Filed01/26/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $58.53M | 31 % | 93,333 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $19.69M | 11 % | 516,610 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $17.92M | 10 % | 61,739 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.52M | 8 % | 46,284 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $14.73M | 8 % | 451,540 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.82M | 6 % | 430,902 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $11.68M | 6 % | 97,206 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $5.31M | 3 % | 72,176 | ||
APPLE INC | COM | 037833100 | $2.53M | 1 % | 9,303 | ||
NVIDIA CORPORATION | COM | 67066G104 | $1.69M | 1 % | 9,050 |
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