Next Level Wealth Planning, LLC - Portfolio overview

Next Level Wealth Planning, LLC has 74 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 29.08%
2. DFAI - DIMENSIONAL ETF TRUST, 10.62%
3. VO - VANGUARD INDEX FDS, 9.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.