Next Level Wealth Planning, LLC

Q2 2025 13F Holdings

Location
Meridian, ID
Holdings as of
6/30/2025
Value ($000)
$156,142
Num holdings
54
Date filed
7/22/2025
Form type
13F-HR
Prev filing
5/6/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type