13F Filings History of Next Level Wealth Planning, LLC

Latest 13F report
Q3 2025 - 30 Oct 2025
Value $
$177M
Signature - Title
Karen Eamon - Head of Client Services
Location
Meridian, ID
Summary
This page shows a list of all the recent 13F filings made by Next Level Wealth Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Next Level Wealth Planning, LLC reported 61 stock holdings with total value $177M as of Q3 2025. Top holdings included VOO, DFAI, VO, VTI, and SCHG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 61 $177M +$10M -$684K +$9.36M VOO, DFAI, VO, VTI, SCHG 13F-HR 30 Oct 2025, 08:50
Q2 2025 54 $156M +$15M -$2.88M +$12.2M VOO, DFAI, VO, VTI, SCHG 13F-HR 22 Jul 2025, 17:32
Q1 2025 49 $132M +$11.6M -$2.41M +$9.2M VOO, VO, DFAI, VTI, SCHD 13F-HR 06 May 2025, 08:48
Q4 2024 43 $127M $0 $0 VOO, VO, VTI, SCHG, DFAI 13F-HR 30 Jan 2025, 14:02