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Next Level Wealth Planning - Q4 2025 13F Filings

NE

Next Level Wealth Planning, LLC

CIK: 0002044208
Address: Idaho Meridian 1817 N Lakes Pl, Ste 150
$187.91 M
Portfolio Value
66
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VOO Vanguard S&P 500 Etf
+$1.52 M
2. ABBV Abbvie
+$1.06 M
3. ABT Abbott Laboratories
+$594,877
4. SCHD Schwab Us Dividend Equity Etf
+$560,751.69
5. DFAI Dimensional International Core Equity Market Etf
+$551,908.4

Top Sells

Q4 2025
1. IVV Ishares Core S&P 500 Etf
−$235,633.43
2. NFLX Netflix
−$223,000
3. VIG Vanguard Dividend Appreciation Etf
−$23,951.64
4. JPM Jpmorgan Chase & Co
−$19,655.39
5. VGT Vanguard Information Technology Etf
−$19,598.32

Asset Allocation

Stocks/ETFs
+6.28%
$187.77 M 99.92%
Options
$0 0.00%
Debt
$0 0.00%
Other
-67.42%
$141,958 0.08%

Sector Allocation (Stocks)

Next Level Wealth Planning Q4 2025 Filing Summary

Next Level Wealth Planning, LLC filed its 13F report for Q4 2025 on January 26, 2026. The portfolio totaled 187.91 M reflecting a +6.09% change from the prior quarter, spanning 66 assets. The top 10 holdings comprised 84.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Next Level Wealth Planning’s Q4 2025 Filing

Next Level Wealth Planning submitted their Form 13F-HR for the Q4 2025 period on 01/26/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Next Level Wealth Planning reported a managed portfolio value of 187.91 M, consisting of 66 individual positions.

This page displays the raw filing documents. To see which stocks Next Level Wealth Planning bought or sold during Q4 2025, please visit Next Level Wealth Planning's Portfolio Analysis page.