Next Level Wealth Planning, LLC

13F Portfolio Filings

Most recent 13F: Q4 2024
Location: Meridian, ID
CIK: 0002044208
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2024	43	127,113	VOO, VO, VTI, SCHG	13F-HR	1/30/2025	000166773125000183