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Next Level Wealth Planning - Q1 2026 13F Filings

NE

Next Level Wealth Planning, LLC

CIK: 0002044208
Address: Idaho Meridian 1817 N Lakes Pl, Ste 150
$194.7 M
Portfolio Value
73
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/30/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SGOV Ishares 0-3 Month Treasury Bond Etf
+$3.56 M
2. VOO Vanguard S&P 500 Etf
+$1.12 M
3. DFAI Dimensional International Core Equity Market Etf
+$645,216.74
4. VO Vanguard Mid-Cap Etf
+$475,288.62
5. DFCF Dimensional Core Fixed Income Etf
+$474,896.68

Top Sells

Q1 2026
1. VEU Vanguard Ftse All-World Ex-Us Index Fund
−$379,851.22
2. VTI Vanguard Total Stock Market Etf
−$293,223.95
3. VONE Vanguard Russell 1000 Etf
−$205,698.4
4. COWZ Pacer Us Cash Cows 100 Etf
−$158,768.95
5. INDS Pacer Industrial Real Estate Etf
−$147,409.55

Asset Allocation

Stocks/ETFs
+3.62%
$194.57 M 99.94%
Options
$0 0.00%
Debt
$0 0.00%
Other
-11.62%
$125,457 0.06%

Sector Allocation (Stocks)

Next Level Wealth Planning Q1 2026 Filing Summary

Next Level Wealth Planning, LLC filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 194.7 M reflecting a +3.61% change from the prior quarter, spanning 73 assets. The top 10 holdings comprised 82.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Next Level Wealth Planning’s Q1 2026 Filing

Next Level Wealth Planning submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Next Level Wealth Planning reported a managed portfolio value of 194.7 M, consisting of 73 individual positions.

This page displays the raw filing documents. To see which stocks Next Level Wealth Planning bought or sold during Q1 2026, please visit Next Level Wealth Planning's Portfolio Analysis page.