Next Level Wealth Planning, LLC
All 13F Filings
- Location
- Meridian, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 227,163
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 74 | 227,163 | 13F-HR | Next Level Wealth Planning, LLC |
| Q1 2026 | 4/21/2026 | 73 | 194,697 | 13F-HR | Next Level Wealth Planning, LLC |
| Q4 2025 | 1/26/2026 | 66 | 187,910 | 13F-HR | Next Level Wealth Planning, LLC |
| Q3 2025 | 10/30/2025 | 61 | 177,117 | 13F-HR | Next Level Wealth Planning, LLC |
| Q2 2025 | 7/23/2025 | 54 | 156,142 | 13F-HR | Next Level Wealth Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.37 K | 11.2% | 4.868 K | 0 | 4.868 K |
| ETFs | 201.2 K | 88.6% | 27.32 K | 0 | 27.32 K |
| Debt | 554 | 0.2% | 278 | 0 | 278 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
227,163
Holdings
74
QoQ value change ($000)
32,466
(16.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.