Next Level Wealth Planning, LLC: 13F holdings
CIK 20442082026Q2
| Positions | 74 |
|---|
| Reported value | $227.2m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 74 (+1 vs prior quarter) |
|---|
| Reported value | $227.2m (+16.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 97,407 | $66.9m | 29.5% |
| DFAI DIMENSIONAL ETF TRUST | 554,859 | $22.9m | 10.1% |
| VO VANGUARD INDEX FDS | 266,078 | $21.4m | 9.4% |
| VTI VANGUARD INDEX FDS | 46,534 | $17.2m | 7.6% |
| SCHG SCHWAB STRATEGIC TR | 480,417 | $16.3m | 7.2% |
| IJR ISHARES TR | 101,896 | $15.1m | 6.7% |
| SCHD SCHWAB STRATEGIC TR | 455,656 | $14.4m | 6.4% |
| VEU VANGUARD INTL EQUITY INDEX F | 65,618 | $5.5m | 2.4% |
| MU MICRON TECHNOLOGY INC | 4,091 | $4.7m | 2.1% |
| SGOV ISHARES TR | 32,323 | $3.3m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044208")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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