Next Level Wealth Planning, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    meridian, ID
  • CIK
    0002044208
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

49

$132.02M
VOO, VO, DFAI, VTI
13F-HR
May 6, 2025
000166773125000596

43

$127.11M
VOO, VO, VTI, SCHG
13F-HR
Jan 30, 2025
000166773125000183