Next Level Wealth Planning, LLC - Portfolio Stock Holdings
Next Level Wealth Planning, LLC disclosed 517 stock positions in a recent SEC 13F filing. $245,144,444 of stock holdings were filed, with the largest holdings including VOO, DFAI, and VO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $322,732,167 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
517Est. Stock Holding Value:
$245,144,444Top Stock Holdings By Sector
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Portfolio Stock Holdings - Next Level Wealth Planning, LLC
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% of Portfolio
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