Next Level Wealth Planning, LLC Top Holdings and 13F Report (2026) About Next Level Wealth Planning, LLCInvestment ActivityNext Level Wealth Planning, LLC has $194.70 million in total holdings as of March 31, 2026.Next Level Wealth Planning, LLC owns shares of 73 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.92% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Next Level Wealth Planning, LLC has purchased 66 new stocks and bought additional shares in 38 stocks.Next Level Wealth Planning, LLC sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $56,892,568Dimensional International Core Equity Market ETF $20,772,348Vanguard Mid-Cap ETF $18,205,708Vanguard Total Stock Market ETF $14,555,329Schwab U.S. Large-Cap Growth ETF $13,471,879 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $3,563,565 Holding92537N108 - Vertiv $250,580 Holding46435U515 - iShares iBonds Dec 2028 Term Corporate ETF $246,182 Holding25434V104 - Dimensional US Core Equity Market ETF $222,532 Holding931142103 - WALMART INC $211,525 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 35,402 shares (about $3.56M)Vanguard S&P 500 ETF 1,877 shares (about $1.12M)Dimensional International Core Equity Market ETF 16,561 shares (about $645.22K)Vanguard Mid-Cap ETF 1,655 shares (about $475.29K)Dimensional Core Fixed Income ETF 11,248 shares (about $474.90K) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 5,058 shares (about $379.85K)Vanguard Total Stock Market ETF 914 shares (about $293.22K)Vanguard Russell 1000 ETF 697 shares (about $205.70K)Pacer US Cash Cows 100 ETF 2,538 shares (about $158.77K)Pacer Industrial Real Estate ETF 4,012 shares (about $147.41K) 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$56,892,568$1,121,598 ▲2.0%95,21029.2%ETFDFAIDimensional International Core Equity Market ETF$20,772,348$645,217 ▲3.2%533,17110.7%ETFVOVanguard Mid-Cap ETF$18,205,708$475,289 ▲2.7%63,3949.4%ETFVTIVanguard Total Stock Market ETF$14,555,329$293,224 ▼-2.0%45,3707.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$13,471,879$318,536 ▲2.4%462,4756.9%ETFSCHDSchwab US Dividend Equity ETF$13,445,580$225,498 ▲1.7%438,2526.9%ETFIJRiShares Core S&P Small-Cap ETF$12,335,074$251,356 ▲2.1%99,2286.3%ETFVEUVanguard FTSE All-World ex-US ETF$5,040,501$379,851 ▼-7.0%67,1182.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$3,563,565$3,563,565 ▲New Holding35,4021.8%ETFAAPLApple$2,440,124$79,180 ▲3.4%9,6151.3%Computer and TechnologyFBNDFidelity Total Bond ETF$1,790,174$470,570 ▲35.7%39,2410.9%ETFMUMicron Technology$1,776,025$101,352 ▲6.1%5,2570.9%Computer and TechnologyNVDANVIDIA$1,574,259$4,186 ▼-0.3%9,0260.8%Computer and TechnologyIVViShares Core S&P 500 ETF$1,513,062$145,688 ▲10.7%2,3160.8%ETFDFCFDimensional Core Fixed Income ETF$1,420,468$474,897 ▲50.2%33,6440.7%ETFVYMVanguard High Dividend Yield ETF$1,119,501$68,127 ▼-5.7%7,5590.6%ETFABBVAbbVie$1,011,5460.0%4,6510.5%MedicalCOSTCostco Wholesale$983,276$442,325 ▲81.8%9870.5%Retail/WholesalePALANTIR TECHNOLOGIES INC$979,491$50,174 ▲5.4%6,6960.5%CL AXOMExxonMobil$941,9650.0%5,5520.5%EnergySPLGSPDR Portfolio S&P 500 ETF$895,212$4,516 ▲0.5%11,6960.5%ETFAMZNAmazon.com$867,861$33,323 ▲4.0%4,1670.4%Retail/WholesaleCGMUCapital Group Municipal Income ETF$770,028$471,351 ▲157.8%28,3620.4%ETFTSMTaiwan Semiconductor Manufacturing$739,097$68,942 ▲10.3%2,1870.4%Computer and TechnologyOXYOccidental Petroleum$702,7890.0%10,8120.4%EnergyVANGUARD MUN BD FDS$682,437$473,144 ▲226.1%9,0810.4%CORE TAX EXEMPTTSLATesla$604,838$42,380 ▲7.5%1,6270.3%Auto/Tires/TrucksMSFTMicrosoft$578,236$56,269 ▲10.8%1,5620.3%Computer and TechnologyBITWISE BITCOIN ETF TR$575,451$8,871 ▲1.6%15,6330.3%SHS BEN INTIEFAiShares Core MSCI EAFE ETF$563,006$30,146 ▼-5.1%6,2190.3%ETFAPHAmphenol$555,9400.0%4,4000.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$544,489$4,731 ▲0.9%2,5320.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$540,205$147,125 ▲37.4%23,1650.3%ETFABTAbbott Laboratories$487,4770.0%4,7480.3%MedicalINDSPacer Industrial Real Estate ETF$468,683$147,410 ▼-23.9%12,7560.2%ETFIJHiShares Core S&P Mid-Cap ETF$449,772$26,068 ▼-5.5%6,6600.2%ETFJPIEJPMorgan Income ETF$446,787$98,175 ▲28.2%9,6980.2%ETFCATCaterpillar$446,3300.0%6300.2%IndustrialsVONEVanguard Russell 1000 ETF$441,499$205,698 ▼-31.8%1,4960.2%ETFCOWZPacer US Cash Cows 100 ETF$436,771$158,769 ▼-26.7%6,9820.2%ETFBRK.BBerkshire Hathaway$397,257$3,354 ▲0.9%8290.2%FinanceQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$385,493$23,441 ▲6.5%9,6040.2%ETFVVisa$379,009$43,523 ▲13.0%1,2540.2%Business ServicesAFLAflac$378,460$110 ▲0.0%3,4500.2%FinanceGOOGLAlphabet$353,124$142,630 ▲67.8%1,2280.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$345,5380.0%6,9260.2%ETFQQQInvesco QQQ$336,793$6,344 ▼-1.8%5840.2%FinanceCALFPacer US Small Cap Cash Cows ETF$320,491$19,742 ▲6.6%7,1430.2%ETFIDAIDACORP$318,1080.0%2,2250.2%UtilitiesGOOGAlphabet$309,8090.0%1,0800.2%Computer and TechnologyIXNiShares Global Tech ETF$307,8310.0%3,0790.2%ETFJNJJohnson & Johnson$301,639$24,444 ▲8.8%1,2340.2%MedicalETEnergy Transfer$278,364$10,364 ▼-3.6%14,4230.1%EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$278,280$84,452 ▲43.6%1,9540.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$275,5360.0%11,3670.1%ETFSPBOSPDR Portfolio Corporate Bond ETF$272,599$1,742 ▲0.6%9,3900.1%ETFJPMJPMorgan Chase & Co.$265,3320.0%9020.1%FinanceDFASDimensional U.S. Small Cap ETF$258,059$33,573 ▼-11.5%3,6280.1%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$255,357$37,271 ▲17.1%5,4880.1%ManufacturingVRTVertiv$250,580$250,580 ▲New Holding1,0000.1%Computer and TechnologyVUGVanguard Growth ETF$246,780$36,689 ▼-12.9%5650.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$246,182$246,182 ▲New Holding9,7190.1%ETFVGTVanguard Information Technology ETF$237,923$11,164 ▲4.9%3410.1%ETFFDVVFidelity High Dividend ETF$235,212$497 ▲0.2%4,2580.1%ETFCSCOCisco Systems$228,292$24,288 ▲11.9%2,9420.1%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$222,532$222,532 ▲New Holding4,9320.1%ETFVHTVanguard Health Care ETF$222,073$5,722 ▲2.6%8150.1%ETFJCPBJPMorgan Core Plus Bond ETF$211,8600.0%4,5000.1%ETFWALMART INC$211,525$211,525 ▲New Holding1,7020.1%COMMCHPMicrochip Technology$208,755$25,456 ▼-10.9%3,2310.1%Computer and TechnologyNFLXNetflix$202,011$202,011 ▲New Holding2,1010.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$200,955$200,955 ▲New Holding3090.1%FinanceUSALiberty All-Star Equity Fund$125,4570.0%22,6050.1%FinanceShowing largest 100 holdings. 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