Next Level Wealth Planning, LLC Top Holdings and 13F Report (2025) About Next Level Wealth Planning, LLCInvestment ActivityNext Level Wealth Planning, LLC has $127.11 million in total holdings as of December 31, 2024.Next Level Wealth Planning, LLC owns shares of 43 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $41,293,407Vanguard Mid-Cap ETF $12,592,781Vanguard Total Stock Market ETF $12,004,831Schwab U.S. Large-Cap Growth ETF $10,315,080Dimensional International Core Equity Market ETF $9,491,122 Sector AllocationMap of 500 Largest Holdings ofNext Level Wealth Planning, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$41,293,40776,63932.5%ETFVOVanguard Mid-Cap ETF$12,592,78147,6769.9%ETFVTIVanguard Total Stock Market ETF$12,004,83141,4229.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$10,315,080370,1138.1%ETFDFAIDimensional International Core Equity Market ETF$9,491,122325,0387.5%ETFSCHDSchwab US Dividend Equity ETF$8,939,421327,2117.0%ETFIJRiShares Core S&P Small-Cap ETF$8,653,33475,1036.8%ETFVEUVanguard FTSE All-World ex-US ETF$5,845,335101,8184.6%ETFAAPLApple$2,153,0138,5971.7%Computer and TechnologyIVViShares Core S&P 500 ETF$1,345,1812,2851.1%ETFNVDANVIDIA$1,249,2479,3021.0%Computer and TechnologyFBNDFidelity Total Bond ETF$854,19019,0370.7%ETFAMZNAmazon.com$830,8293,7870.7%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$808,32211,7250.6%ETFIJHiShares Core S&P Mid-Cap ETF$669,00110,7370.5%ETFVYMVanguard High Dividend Yield ETF$624,1974,8920.5%ETFMSFTMicrosoft$559,3371,3270.4%Computer and TechnologyOXYOccidental Petroleum$539,16910,9120.4%Oils/EnergyIEFAiShares Core MSCI EAFE ETF$522,5327,4350.4%ETFVIGVanguard Dividend Appreciation ETF$505,1332,5790.4%ETFPALANTIR TECHNOLOGIES INC$495,3776,5500.4%CL AINDSPacer Industrial Real Estate ETF$446,61612,6520.4%ETFTSLATesla$436,9561,0820.3%Auto/Tires/TrucksCOWZPacer US Cash Cows 100 ETF$432,3157,6540.3%ETFCOSTCostco Wholesale$408,8374460.3%Retail/WholesaleMUMicron Technology$403,6314,7960.3%Computer and TechnologyBRK.BBerkshire Hathaway$389,8218600.3%FinanceVVisa$379,5641,2010.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$379,1811,9200.3%Computer and TechnologyMCHPMicrochip Technology$331,4835,7800.3%Computer and TechnologyAFLAflac$317,6023,0700.2%FinanceAPHAmphenol$305,5804,4000.2%Computer and TechnologyETEnergy Transfer$299,47215,2870.2%Oils/EnergyDFCFDimensional Core Fixed Income ETF$297,8247,2160.2%ETFQQQInvesco QQQ$287,6065630.2%FinanceJPMJPMorgan Chase & Co.$240,1891,0020.2%FinanceFDRRFidelity Dividend ETF for Rising Rates$228,3814,4450.2%ETFGOOGAlphabet$224,9101,1810.2%Computer and TechnologyCALFPacer US Small Cap Cash Cows 100 ETF$220,6225,0130.2%ETFCATCaterpillar$217,6566000.2%Industrial ProductsVDCVanguard Consumer Staples ETF$216,2311,0230.2%ETFNFLXNetflix$205,0042300.2%Consumer DiscretionaryUSALiberty All-Star Equity Fund$153,24622,0500.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
