Next Level Wealth Planning, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationmeridian, ID
- CIK0002044208
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
66 | $187.91M | VOO, DFAI, VO, VTI | 13F-HR | Jan 26, 2026 | 000208585326000086 | ||
61 | $177.12M | VOO, DFAI, VO, VTI | 13F-HR | Oct 30, 2025 | 000208585325000192 | ||
54 | $156.14M | VOO, DFAI, VO, VTI | 13F-HR | Jul 23, 2025 | 000166773125000923 | ||
49 | $132.02M | VOO, VO, DFAI, VTI | 13F-HR | May 6, 2025 | 000166773125000596 | ||
43 | $127.11M | VOO, VO, VTI, SCHG | 13F-HR | Jan 30, 2025 | 000166773125000183 |