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Next Level Wealth Planning, LLC

Q1 2026 13F Holdings

  • Location
    meridian, ID
  • Num holdings

    73

  • Value ($000)

    $194,697

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0002044208
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$56.89M
29 %

95,210

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$20.77M
11 %

533,171

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$18.21M
9 %

63,394

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$14.56M
8 %

45,370

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$13.47M
7 %

462,475

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$13.45M
7 %

438,252

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$12.34M
6 %

99,228

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$5.04M
3 %

67,118

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$3.56M
2 %

35,402

A
AAPL

APPLE INC

COM
037833100
$2.44M
1 %

9,615

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