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Next Level Wealth Planning, LLC
Updated 7 days agoManaged by Next Level Wealth Planning, Llc • Latest filing Q3 2026
Portfolio value
$245.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $187.9M |
| Q1 2026 | $194.7M |
| Q2 2026 | $227.2M |
| Q3 2026 | $245.2M |
Top holdings
644 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $60.4M | 86.1K | 24.63% | — | |
| 2 | $20.7M | 500.4K | 8.46% | — | |
| 3 | $20M | 255.3K | 8.17% | — | |
| 4 | $16.3M | 43.5K | 6.64% | — | |
| 5 | $15.5M | 431.9K | 6.33% | — | |
| 6 | $13M | 400.0K | 5.31% | — | |
| 7 | $12.7M | 93.2K | 5.17% | — | |
| 8 | $8.5M | 12.1K | 3.45% | — | |
| 9 | $5M | 60.2K | 2.04% | — | |
| 10 | $4.3M | 4.1K | 1.76% | — | |
| 11 | $2.5M | 61.5K | 1.04% | — | |
| 12 | $2.5M | 7.5K | 1.02% | — | |
| 13 | $2.3M | 52.1K | 0.92% | — | |
| 14 | $2M | 8.8K | 0.82% | — | |
| 15 | $1.9M | 47.5K | 0.78% | — | |
| 16 | $1.8M | 2.4K | 0.75% | — | |
| 17 | $1.7M | 53.8K | 0.71% | — | |
| 18 | $1.7M | 47.0K | 0.69% | — | |
| 19 | $1.4M | 2.7K | 0.56% | — | |
| 20 | $1.3M | 16.2K | 0.52% | — |