Next Level Wealth Planning, LLC
Q3 2026 13F filing
Updated 7 days ago644 disclosed positions worth $245.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $60.4M | 86.1K | 24.63% | — |
| 2 | C DIMENSIONAL ETF TRUST | $20.7M | 500.4K | 8.46% | — |
| 3 | V VANGUARD INDEX FDS | $20M | 255.3K | 8.17% | — |
| 4 | V VANGUARD INDEX FDS | $16.3M | 43.5K | 6.64% | — |
| 5 | S SCHWAB STRATEGIC TR | $15.5M | 431.9K | 6.33% | — |
| 6 | S SCHWAB STRATEGIC TR | $13M | 400.0K | 5.31% | — |
| 7 | E ISHARES TR | $12.7M | 93.2K | 5.17% | — |
| 8 | V VANGUARD INDEX FDS | $8.5M | 12.1K | 3.45% | — |
| 9 | V VANGUARD INTL EQUITY INDEX F | $5M | 60.2K | 2.04% | — |
| 10 | M MICRON TECHNOLOGY INC | $4.3M | 4.1K | 1.76% | — |
| 11 | C DIMENSIONAL ETF TRUST | $2.5M | 61.5K | 1.04% | — |
| 12 | A APPLE INC | $2.5M | 7.5K | 1.02% | — |
| 13 | F FIDELITY MERRIMACK STR TR | $2.3M | 52.1K | 0.92% | — |
| 14 | N NVIDIA CORPORATION | $2M | 8.8K | 0.82% | — |
| 15 | H DIMENSIONAL ETF TRUST | $1.9M | 47.5K | 0.78% | — |
| 16 | E ISHARES TR | $1.8M | 2.4K | 0.75% | — |
| 17 | S SCHWAB STRATEGIC TR | $1.7M | 53.8K | 0.71% | — |
| 18 | S SCHWAB STRATEGIC TR | $1.7M | 47.0K | 0.69% | — |
| 19 | M MICROSOFT CORP | $1.4M | 2.7K | 0.56% | — |
| 20 | V VANGUARD INDEX FDS | $1.3M | 16.2K | 0.52% | — |
| 21 | E ISHARES TR | $1.2M | 9.2K | 0.51% | — |
| 22 | V VANGUARD WHITEHALL FDS | $1.2M | 7.6K | 0.48% | — |
| 23 | E ISHARES TR | $1.2M | 11.6K | 0.48% | — |
| 24 | A ABBVIE INC | $1.2M | 4.4K | 0.47% | — |
| 25 | S SPDR SERIES TRUST | $1M | 11.7K | 0.43% | — |
| 26 | P PALANTIR TECHNOLOGIES INC | $1M | 5.5K | 0.42% | — |
| 27 | T TAIWAN SEMICONDUCTOR MANUFAC | $960K | 2.1K | 0.39% | — |
| 28 | V VANGUARD INDEX FDS | $928K | 2.5K | 0.38% | — |
| 29 | A AMAZON COM INC | $879K | 3.5K | 0.36% | — |
| 30 | B BITWISE BITCOIN ETF TR | $773K | 17.0K | 0.32% | — |
| 31 | A AMPHENOL CORP | $742K | 8.8K | 0.30% | — |
| 32 | S SPDR SERIES TRUST | $699K | 30.9K | 0.29% | — |
| 33 | C COSTCO WHOLESALE CORPORATION | $658K | 723 | 0.27% | — |
| 34 | A APPLE INC | $654K | 2.0K | 0.27% | — |
| 35 | E ISHARES TR | $607K | 6.3K | 0.25% | — |
| 36 | O OCCIDENTAL PETE CORP | $598K | 10.8K | 0.24% | — |
| 37 | B VANGUARD SPECIALIZED FUNDS | $591K | 2.5K | 0.24% | — |
| 38 | J J P MORGAN EXCHANGE TRADED F | $583K | 13.0K | 0.24% | — |
| 39 | T TESLA INC | $568K | 1.6K | 0.23% | — |
| 40 | V VANGUARD SCOTTSDALE FDS | $545K | 1.6K | 0.22% | — |
| 41 | C CATERPILLAR INC | $511K | 630 | 0.21% | — |
| 42 | ? N/A PACER FDS TR | $474K | 12.7K | 0.19% | — |
| 43 | C CAPITAL GRP FIXED INCM ETF T | $473K | 18.2K | 0.19% | — |
| 44 | E ISHARES TR | $472K | 6.0K | 0.19% | — |
| 45 | V VANGUARD MUN BD FDS | $471K | 6.6K | 0.19% | — |
| 46 | ? N/A PACER FDS TR | $471K | 10.3K | 0.19% | — |
| 47 | Q INVESCO QQQ TR | $470K | 635 | 0.19% | — |
| 48 | E ISHARES TR | $467K | 6.5K | 0.19% | — |
| 49 | E ISHARES TR | $456K | 3.1K | 0.19% | — |
| 50 | Q PACER FDS TR | $453K | 6.8K | 0.18% | — |