Next Level Wealth Planning, LLC Portfolio Holdings

Next Level Wealth Planning, LLC

  • $127 Billion
  • Q4 2024

Next Level Wealth Planning, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $41.3B, Vanguard Mid Cap ETF with a value of $12.6B, Vanguard Total Stock Market Et with a value of $12B, Schwab Strategic Tr Us Large C with a value of $10.3B, and Dimensional ETF Tr with a value of $9.49B.

Examining the 13F form we can see an increase of $127B in the current position value.

Next Level Wealth Planning, LLC is based out at Meridian, ID

Below you can find more details about Next Level Wealth Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
ETFs: $117 Billion
Technology: $5.88 Billion
Financial Services: $1.48 Billion
Consumer Cyclical: $1.27 Billion
Energy: $839 Million
Communication Services: $430 Million
Consumer Defensive: $409 Million
Industrials: $218 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $127 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 43 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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