Next Level Wealth Planning, LLC Top Holdings and 13F Report (2025) About Next Level Wealth Planning, LLCInvestment ActivityNext Level Wealth Planning, LLC has $156.14 million in total holdings as of June 30, 2025.Next Level Wealth Planning, LLC owns shares of 54 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 9.63% of the portfolio was purchased this quarter.About 1.84% of the portfolio was sold this quarter.This quarter, Next Level Wealth Planning, LLC has purchased 49 new stocks and bought additional shares in 25 stocks.Next Level Wealth Planning, LLC sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $49,205,692Dimensional International Core Equity Market ETF $16,223,555Vanguard Mid-Cap ETF $15,839,175Vanguard Total Stock Market ETF $13,866,854Schwab U.S. Large-Cap Growth ETF $12,388,424 Largest New Holdings this Quarter 09174C104 - BITWISE BITCOIN ETF TR $631,073 Holding64110L106 - Netflix $308,000 Holding464287291 - iShares Global Tech ETF $284,336 Holding69374H857 - Pacer US Small Cap Cash Cows ETF $236,269 Holding92204A702 - Vanguard Information Technology ETF $225,932 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 5,350 shares (about $3.04M)Dimensional International Core Equity Market ETF 72,006 shares (about $2.49M)Vanguard Mid-Cap ETF 5,650 shares (about $1.58M)iShares Core S&P Small-Cap ETF 10,287 shares (about $1.12M)Schwab U.S. Large-Cap Growth ETF 36,947 shares (about $1.08M) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 11,817 shares (about $794.33K)iShares Core S&P Mid-Cap ETF 3,617 shares (about $224.33K)iShares Core MSCI EAFE ETF 1,565 shares (about $130.65K)iShares Core S&P 500 ETF 74 shares (about $45.94K)Vanguard Growth ETF 80 shares (about $35.06K) 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$49,205,692$3,038,931 ▲6.6%86,62631.5%ETFDFAIDimensional International Core Equity Market ETF$16,223,555$2,489,252 ▲18.1%469,29510.4%ETFVOVanguard Mid-Cap ETF$15,839,175$1,581,035 ▲11.1%56,60310.1%ETFVTIVanguard Total Stock Market ETF$13,866,854$711,214 ▲5.4%45,6248.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$12,388,424$1,079,221 ▲9.5%424,1167.9%ETFSCHDSchwab US Dividend Equity ETF$10,153,999$920,371 ▲10.0%383,1706.5%ETFIJRiShares Core S&P Small-Cap ETF$9,689,875$1,124,267 ▲13.1%88,6626.2%ETFVEUVanguard FTSE All-World ex-US ETF$4,748,235$794,330 ▼-14.3%70,6383.0%ETFAAPLApple$1,790,414$46,987 ▲2.7%8,7261.1%Computer and TechnologyNVDANVIDIA$1,471,359$123,706 ▲9.2%9,3130.9%Computer and TechnologyIVViShares Core S&P 500 ETF$1,464,447$45,939 ▼-3.0%2,3590.9%ETFFBNDFidelity Total Bond ETF$1,144,991$230,078 ▲25.1%25,0270.7%ETFPALANTIR TECHNOLOGIES INC$1,056,752$252,873 ▲31.5%7,7520.7%CL AVYMVanguard High Dividend Yield ETF$998,467$135,173 ▲15.7%7,4900.6%ETFAMZNAmazon.com$878,876$107,282 ▲13.9%4,0060.6%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$854,6890.0%11,7580.5%ETFMSFTMicrosoft$678,192$1,990 ▼-0.3%1,3630.4%Computer and TechnologyBITWISE BITCOIN ETF TR$631,073$631,073 ▲New Holding10,7710.4%SHS BEN INTXOMExxon Mobil$598,514$3,665 ▼-0.6%5,5520.4%EnergyMUMicron Technology$598,132$863 ▲0.1%4,8530.4%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$568,175$230,735 ▲68.4%13,4450.4%ETFVONEVanguard Russell 1000 ETF$534,758$87,348 ▲19.5%1,9040.3%ETFVIGVanguard Dividend Appreciation ETF$529,838$21,488 ▼-3.9%2,5890.3%ETFINDSPacer Industrial Real Estate ETF$522,782$12,393 ▼-2.3%14,1320.3%ETFIEFAiShares Core MSCI EAFE ETF$521,166$130,646 ▼-20.0%6,2430.3%ETFCOWZPacer US Cash Cows 100 ETF$469,086$4,463 ▼-0.9%8,5130.3%ETFOXYOccidental Petroleum$454,218$4,201 ▼-0.9%10,8120.3%EnergyTSMTaiwan Semiconductor Manufacturing$448,450$18,119 ▲4.2%1,9800.3%Computer and TechnologyTSLATesla$445,359$87,039 ▲24.3%1,4020.3%Auto/Tires/TrucksIJHiShares Core S&P Mid-Cap ETF$441,653$224,331 ▼-33.7%7,1210.3%ETFAPHAmphenol$434,5000.0%4,4000.3%Computer and TechnologyBRK.BBerkshire Hathaway$433,307$5,829 ▼-1.3%8920.3%FinanceCOSTCostco Wholesale$432,031$4,954 ▼-1.1%4360.3%Retail/WholesaleVVisa$409,373$3,551 ▲0.9%1,1530.3%Business ServicesSPHYSPDR Portfolio High Yield Bond ETF$348,067$69,923 ▲25.1%14,6250.2%ETFAFLAflac$331,892$20,249 ▲6.5%3,1470.2%FinanceQQQInvesco QQQ$328,139$17,648 ▲5.7%5950.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$320,411$112,377 ▲54.0%6,5350.2%ETFNFLXNetflix$308,000$308,000 ▲New Holding2300.2%Consumer DiscretionaryVUGVanguard Growth ETF$289,704$35,063 ▼-10.8%6610.2%ETFIXNiShares Global Tech ETF$284,336$284,336 ▲New Holding3,0790.2%ETFJPMJPMorgan Chase & Co.$279,128$290 ▲0.1%9630.2%FinanceMCHPMicrochip Technology$274,513$16,678 ▼-5.7%3,9010.2%Computer and TechnologyETEnergy Transfer$268,0880.0%14,7870.2%EnergySPBOSPDR Portfolio Corporate Bond ETF$266,472$2,630 ▲1.0%9,1190.2%ETFCALFPacer US Small Cap Cash Cows ETF$236,269$236,269 ▲New Holding5,9340.2%ETFCATCaterpillar$232,926$4,659 ▼-2.0%6000.1%IndustrialsVGTVanguard Information Technology ETF$225,932$225,932 ▲New Holding3410.1%ETFDFASDimensional U.S. Small Cap ETF$221,011$221,011 ▲New Holding3,4690.1%ETFJPIEJPMorgan Income ETF$219,650$219,650 ▲New Holding4,7420.1%ETFGOOGAlphabet$213,932$213,932 ▲New Holding1,2060.1%Computer and TechnologyJCPBJPMorgan Core Plus Bond ETF$211,7700.0%4,5000.1%ETFMETAMeta Platforms$201,603$201,603 ▲New Holding2730.1%Computer and TechnologyUSALiberty All-Star Equity Fund$153,9390.0%22,6050.1%FinanceSPYSPDR S&P 500 ETF Trust$0$672,946 ▼-100.0%00.0%FinanceJMUBJPMorgan Municipal ETF$0$462,450 ▼-100.0%00.0%ETFVDCVanguard Consumer Staples ETF$0$225,886 ▼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$204,852 ▼-100.0%00.0%ETFShowing 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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