Next Level Wealth Planning, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
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
Q1 2025
49
132,022
VOO, VO, DFAI, VTI
13F-HR
5/6/2025
000166773125000596
Q4 2024
43
127,113
VOO, VO, VTI, SCHG
13F-HR
1/30/2025
000166773125000183