Next Level Wealth Planning, LLC

Business address
1817 N Lakes Pl, Ste 150, Meridian, ID, 83646
Top securities (13F)
VOO, DFAI, VO, VTI, SCHG, IJR, SCHD, VEU, AAPL, NVDA, IVV, FBND, PLTR, VYM, SPLG, AMZN, BITB, MU, MSFT, and TSLA
State of incorporation
ID
Fiscal year end
31 December
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Next Level Wealth Planning, LLC has filed 5 SEC EDGAR filings since 30 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 30 Oct 2025 30 Sep 2025 028-24685
N-PX Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-24685
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-24685
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-24685
13F-HR Open Document Open Filing 30 Jan 2025 31 Dec 2024 028-24685