Next Level Wealth Planning, LLC

Q4 2025 13F Holdings

Location
Meridian, ID
Holdings as of
12/31/2025
Value ($000)
$187,910
Num holdings
66
Date filed
1/26/2026
Form type
13F-HR
Prev filing
10/30/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type