Next Level Wealth Planning, LLC
Q2 2025 13F Holdings
- Locationmeridian, ID
- Num holdings
54
- Value ($000)
$156,142
- Date Filed07/23/2025
- Form type13F-HR
- CIK0002044208
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $49.21M | 32 % | 86,626 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $16.22M | 10 % | 469,295 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.84M | 10 % | 56,603 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $13.87M | 9 % | 45,624 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $12.39M | 8 % | 424,116 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.15M | 7 % | 383,170 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $9.69M | 6 % | 88,662 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $4.75M | 3 % | 70,638 | ||
AAPL APPLE INC | COM | 037833100 | $1.79M | 1 % | 8,726 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $1.47M | 1 % | 9,313 |
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