Next Level Wealth Planning, LLC Top Holdings and 13F Report (2025) About Next Level Wealth Planning, LLCInvestment ActivityNext Level Wealth Planning, LLC has $132.02 million in total holdings as of March 31, 2025.Next Level Wealth Planning, LLC owns shares of 49 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 8.79% of the portfolio was purchased this quarter.About 1.82% of the portfolio was sold this quarter.This quarter, Next Level Wealth Planning, LLC has purchased 43 new stocks and bought additional shares in 24 stocks.Next Level Wealth Planning, LLC sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $41,768,617Vanguard Mid-Cap ETF $13,177,568Dimensional International Core Equity Market ETF $12,407,334Vanguard Total Stock Market ETF $11,896,372Schwab US Dividend Equity ETF $9,742,372 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $672,946 Holding30231G102 - Exxon Mobil $664,351 Holding46641Q647 - JPMorgan Municipal ETF $462,450 Holding92206C730 - Vanguard Russell 1000 $404,399 Holding922908736 - Vanguard Growth ETF $274,711 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,637 shares (about $2.38M)Dimensional International Core Equity Market ETF 72,251 shares (about $2.26M)Vanguard Mid-Cap ETF 3,277 shares (about $847.50K)SPDR S&P 500 ETF Trust 1,203 shares (about $672.95K)Exxon Mobil 5,586 shares (about $664.35K) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 19,363 shares (about $1.17M)NVIDIA 772 shares (about $83.67K)Microchip Technology 1,642 shares (about $79.49K)PALANTIR TECHNOLOGIES INC 653 shares (about $55.11K)Amazon.com 270 shares (about $51.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNext Level Wealth Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$41,768,617$2,383,005 ▲6.1%81,27631.6%ETFVOVanguard Mid-Cap ETF$13,177,568$847,504 ▲6.9%50,95310.0%ETFDFAIDimensional International Core Equity Market ETF$12,407,334$2,256,398 ▲22.2%397,2899.4%ETFVTIVanguard Total Stock Market ETF$11,896,372$511,761 ▲4.5%43,2849.0%ETFSCHDSchwab US Dividend Equity ETF$9,742,372$593,536 ▲6.5%348,4397.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$9,694,706$427,082 ▲4.6%387,1697.3%ETFIJRiShares Core S&P Small-Cap ETF$8,195,677$342,153 ▲4.4%78,3756.2%ETFVEUVanguard FTSE All-World ex-US ETF$5,001,705$1,174,556 ▼-19.0%82,4553.8%ETFAAPLApple$1,887,455$22,213 ▼-1.2%8,4971.4%Computer and TechnologyIVViShares Core S&P 500 ETF$1,367,291$83,173 ▲6.5%2,4331.0%ETFNVDANVIDIA$924,534$83,674 ▼-8.3%8,5300.7%Computer and TechnologyFBNDFidelity Total Bond ETF$912,909$43,870 ▲5.0%19,9980.7%ETFVYMVanguard High Dividend Yield ETF$835,203$204,287 ▲32.4%6,4760.6%ETFSPLGSPDR Portfolio S&P 500 ETF$773,206$2,170 ▲0.3%11,7580.6%ETFSPYSPDR S&P 500 ETF Trust$672,946$672,946 ▲New Holding1,2030.5%FinanceAMZNAmazon.com$669,144$51,370 ▼-7.1%3,5170.5%Retail/WholesaleXOMExxon Mobil$664,351$664,351 ▲New Holding5,5860.5%EnergyIJHiShares Core S&P Mid-Cap ETF$626,576$58 ▲0.0%10,7380.5%ETFIEFAiShares Core MSCI EAFE ETF$590,675$28,217 ▲5.0%7,8080.4%ETFOXYOccidental Petroleum$538,6230.0%10,9120.4%EnergyINDSPacer Industrial Real Estate ETF$534,839$67,100 ▲14.3%14,4670.4%ETFVIGVanguard Dividend Appreciation ETF$522,560$22,307 ▲4.5%2,6940.4%ETFMSFTMicrosoft$513,253$15,018 ▲3.0%1,3670.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$497,706$55,113 ▼-10.0%5,8970.4%CL ABRK.BBerkshire Hathaway$481,452$23,434 ▲5.1%9040.4%FinanceCOWZPacer US Cash Cows 100 ETF$470,605$51,474 ▲12.3%8,5940.4%ETFJMUBJPMorgan Municipal ETF$462,450$462,450 ▲New Holding9,2490.4%ETFMUMicron Technology$421,069$4,345 ▲1.0%4,8460.3%Computer and TechnologyCOSTCostco Wholesale$417,338$4,732 ▼-1.1%4410.3%Retail/WholesaleVONEVanguard Russell 1000$404,399$404,399 ▲New Holding1,5930.3%ETFVVisa$400,576$20,327 ▼-4.8%1,1430.3%Business ServicesDFCFDimensional Core Fixed Income ETF$335,841$32,343 ▲10.7%7,9850.3%ETFAFLAflac$328,567$12,787 ▼-3.7%2,9550.2%FinanceTSMTaiwan Semiconductor Manufacturing$315,400$3,320 ▼-1.0%1,9000.2%Computer and TechnologyTSLATesla$292,332$11,921 ▲4.3%1,1280.2%Auto/Tires/TrucksAPHAmphenol$288,5960.0%4,4000.2%Computer and TechnologyETEnergy Transfer$274,890$9,295 ▼-3.3%14,7870.2%EnergyVUGVanguard Growth ETF$274,711$274,711 ▲New Holding7410.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$273,706$273,706 ▲New Holding11,6870.2%ETFQQQInvesco QQQ$263,8040.0%5630.2%FinanceSPBOSPDR Portfolio Corporate Bond ETF$262,102$262,102 ▲New Holding9,0290.2%ETFJPMJPMorgan Chase & Co.$236,092$9,817 ▼-4.0%9620.2%FinanceVDCVanguard Consumer Staples ETF$225,886$1,970 ▲0.9%1,0320.2%ETFJCPBJPMorgan Core Plus Bond ETF$211,680$211,680 ▲New Holding4,5000.2%ETFVTEBVanguard Tax-Exempt Bond ETF$210,538$210,538 ▲New Holding4,2430.2%ETFXLVHealth Care Select Sector SPDR Fund$204,852$204,852 ▲New Holding1,4030.2%ETFCATCaterpillar$201,838$3,958 ▲2.0%6120.2%IndustrialsMCHPMicrochip Technology$200,321$79,489 ▼-28.4%4,1380.2%Computer and TechnologyUSALiberty All-Star Equity Fund$148,061$3,635 ▲2.5%22,6050.1%FinanceFDRRFidelity Dividend ETF for Rising Rates$0$228,381 ▼-100.0%00.0%ETFGOOGAlphabet$0$224,910 ▼-100.0%00.0%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$0$220,622 ▼-100.0%00.0%ETFNFLXNetflix$0$205,004 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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