Next Level Private LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $337 Million distributed in 161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Stoxx Us with a value of $33.5M, First Trust Rising Dividend Ac with a value of $22M, First Tr Vi Rba Amern Indl Ren with a value of $19M, Davis Fundamental ETF Tr with a value of $17.9M, and Jpmorgan Chase & CO with a value of $17.2M.
Examining the 13F form we can see an increase of $19.4M in the current position value, from $317M to 337M.
Next Level Private LLC is based out at Harrison, NY
Below you can find more details about Next Level Private LLC portfolio as well as his latest detailed transactions.
Portfolio value
$337 Million
ETFs: $183 Million
Financial Services: $40.9 Million
Technology: $30.9 Million
Industrials: $29.1 Million
Communication Services: $16 Million
Energy: $12.4 Million
Healthcare: $9.52 Million
Consumer Cyclical: $7.3 Million
Other: $7.07 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions