Next Level Wealth Planning, LLC has disclosed 49 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $132.00 Mil. The turnover rate is 9%.
In Next Level Wealth Planning, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
Vanguard S&P 500 ETF (VOO), Vanguard Mid-Cap ETF (VO), Dimensional International Core Equity Market ETF (DFAI), Vanguard Total Stock Market ETF (VTI), Schwab US Dividend Equity ETF (SCHD), not including call and put options.
Next Level Wealth Planning, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Next Level Wealth Planning, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Next Level Wealth Planning, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Next Level Wealth Planning, LLC.