Next Level Wealth Planning, LLC
All 13F Filings
- Location
- Meridian, ID
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 194,697
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.51 K | 10.5% | 0 | 58.28 K | -58.28 K |
| ETFs | 173.9 K | 89.3% | 65.07 K | 0 | 65.07 K |
| Debt | 276 | 0.1% | 0 | 0 | 0 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
194,697
Holdings
73
QoQ value change ($000)
6,787
(3.6%)
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.