The Analysis of Next Level Wealth Planning, LLC's Holdings
Currently, Next Level Wealth Planning, LLC holds 61 types of securities in its portfolio with a total value $177.1M. In the most recent quarter, they have increased their positions in VOO (+4.3K shares, valued at $2.6M), DFAI (+32.8K shares, valued at $1.2M), VO (+3.4K shares, valued at $992.8K); decreased their positions in PLTR (-1.5K shares, valued at $271.6K), NFLX (-44 shares, valued at $52.8K), NVDA (-263 shares, valued at $49.1K); initiated new positions in IDA (+2.2K shares, valued at $294.0K), QDPL (+7.0K shares, valued at $292.4K), IBDS (+11.4K shares, valued at $276.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS90.9K shares4.95%2025-09-302025-10-30
DFAI DIMENSIONAL ETF TRUST502.1K shares7.00%2025-09-302025-10-30 VO VANGUARD INDEX FDS60.0K shares5.97%2025-09-302025-10-30 VTI VANGUARD INDEX FDS46.3K shares1.44%2025-09-302025-10-30 SCHG SCHWAB STRATEGIC TR443.8K shares4.63%2025-09-302025-10-30 IJR ISHARES TR94.7K shares6.76%2025-09-302025-10-30 SCHD SCHWAB STRATEGIC TR410.5K shares7.12%2025-09-302025-10-30 VEU VANGUARD INTL EQUITY INDEX F71.9K shares1.77%2025-09-302025-10-30 AAPL APPLE INC9.3K shares6.82%2025-09-302025-10-30 NVDA NVIDIA CORPORATION9.1K shares-2.82%2025-09-302025-10-30 IVV ISHARES TR2.4K shares3.31%2025-09-302025-10-30 FBND FIDELITY MERRIMACK STR TR25.6K shares2.35%2025-09-302025-10-30 PLTR PALANTIR TECHNOLOGIES INC6.3K shares-19.21%2025-09-302025-10-30 VYM VANGUARD WHITEHALL FDS7.9K shares5.17%2025-09-302025-10-30 SPYM SPDR SERIES TRUST11.8K shares0.00%2025-09-302025-10-30 AMZN AMAZON COM INC4.0K shares0.02%2025-09-302025-10-30 BITB BITWISE BITCOIN ETF TR13.7K shares26.95%2025-09-302025-10-30 MU MICRON TECHNOLOGY INC5.0K shares2.14%2025-09-302025-10-30 MSFT MICROSOFT CORP1.4K shares4.18%2025-09-302025-10-30 TSLA TESLA INC1.5K shares5.35%2025-09-302025-10-30 XOM EXXON MOBIL CORP5.6K shares0.00%2025-09-302025-10-30 VONE VANGUARD SCOTTSDALE FDS2.1K shares7.77%2025-09-302025-10-30 DFCF DIMENSIONAL ETF TRUST14.0K shares4.02%2025-09-302025-10-30 INDS PACER FDS TR16.0K shares13.22%2025-09-302025-10-30 VIG VANGUARD SPECIALIZED FUNDS2.6K shares1.16%2025-09-302025-10-30 COWZ PACER FDS TR9.7K shares13.44%2025-09-302025-10-30 TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares0.15%2025-09-302025-10-30 IEFA ISHARES TR6.3K shares0.90%2025-09-302025-10-30 APH AMPHENOL CORP NEW4.4K shares0.57%2025-09-302025-10-30 OXY OCCIDENTAL PETE CORP10.8K shares0.00%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW508 shares16.51%2025-09-302025-10-30 IJH ISHARES TR7.0K shares-2.11%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL822 shares-7.85%2025-09-302025-10-30 AFL AFLAC INC3.4K shares9.56%2025-09-302025-10-30 V VISA INC1.1K shares-2.69%2025-09-302025-10-30 SPHY SPDR SERIES TRUST14.8K shares1.11%2025-09-302025-10-30 QQQ INVESCO QQQ TR589 shares-1.01%2025-09-302025-10-30 VTEB VANGUARD MUN BD FDS6.5K shares0.00%2025-09-302025-10-30 IXN ISHARES TR3.1K shares0.00%2025-09-302025-10-30 VUG VANGUARD INDEX FDS634 shares-4.08%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.963 shares0.00%2025-09-302025-10-30 CAT CATERPILLAR INC630 shares5.00%2025-09-302025-10-30 IDA IDACORP INC2.2K sharesnew addition2025-09-302025-10-30 QDPL PACER FDS TR7.0K sharesnew addition2025-09-302025-10-30 IBDS ISHARES TR11.4K sharesnew addition2025-09-302025-10-30 SPBO SPDR SERIES TRUST9.2K shares1.00%2025-09-302025-10-30 GOOG ALPHABET INC1.1K shares-10.45%2025-09-302025-10-30 VGT VANGUARD WORLD FD351 shares2.93%2025-09-302025-10-30 CALF PACER FDS TR5.9K shares-0.54%2025-09-302025-10-30 ET ENERGY TRANSFER L P15.0K shares1.17%2025-09-302025-10-30 MCHP MICROCHIP TECHNOLOGY INC.3.8K shares-1.87%2025-09-302025-10-30 DFAS DIMENSIONAL ETF TRUST3.6K shares3.40%2025-09-302025-10-30 JPIE J P MORGAN EXCHANGE TRADED F5.2K shares9.55%2025-09-302025-10-30 FDVV FIDELITY COVINGTON TRUST4.3K sharesnew addition2025-09-302025-10-30 NFLX NETFLIX INC186 shares-19.13%2025-09-302025-10-30 JCPB J P MORGAN EXCHANGE TRADED F4.5K shares0.00%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-09-302025-10-30 VHT VANGUARD WORLD FD791 sharesnew addition2025-09-302025-10-30 CGMU CAPITAL GRP FIXED INCM ETF T7.4K sharesnew addition2025-09-302025-10-30 VCRM VANGUARD MUN BD FDS2.7K sharesnew addition2025-09-302025-10-30 USA LIBERTY ALL STAR EQUITY FD22.6K shares0.00%2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available