NEXT LEVEL WEALTH PLANNING, LLC 13F Portfolio
NEXT LEVEL WEALTH PLANNING, LLC runs NEXT LEVEL WEALTH PLANNING, LLC and currently holds 74 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $227.16M. Their top holdings are VOO, DFAI, VO, VTI, SCHG. The top five represent 63.7% of reported portfolio weight. NEXT LEVEL WEALTH PLANNING, LLC ranks #809 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NEXT LEVEL WEALTH PLANNING, LLC initiated 3 new positions. They added to 45 existing positions. They trimmed 10 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$227.16M
Alpha Score
26.7
#809 of 1000
Holdings
74
NEXT LEVEL WEALTH PLANNING, LLC Current 13F Holdings
Reported holdings from NEXT LEVEL WEALTH PLANNING, LLC's latest SEC 13F filing, ranked by portfolio weight.
74 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 29.45% | $549.13 | $715.51 | +30.30% | Added +2.31% |
 DFAI DIMENSIONAL ETF TRUST | 10.08% | $31.58 | $41.35 | +30.94% | Added +4.07% |
 VO VANGUARD INDEX FDS | 9.44% | $67.67 | $81.15 | +19.92% | Added +319.72% |
 VTI VANGUARD INDEX FDS | 7.58% | $292.46 | $381.92 | +30.59% | Added +2.57% |
 SCHG SCHWAB STRATEGIC TR | 7.16% | $28.37 | $36.73 | +29.47% | Added +3.88% |
 IJR ISHARES TR | 6.65% | $115.66 | $137.51 | +18.89% | Added +2.69% |
 SCHD SCHWAB STRATEGIC TR | 6.36% | $27.51 | $33.03 | +20.05% | Added +3.97% |
 VEU VANGUARD INTL EQUITY INDEX F | 2.42% | $57.72 | $82.82 | +43.49% | Trimmed -2.23% |
 MU MICRON TECHNOLOGY INC | 2.08% | $100.36 | $1,029.00 | +925.31% | Trimmed -22.18% |
 SGOV ISHARES TR | 1.43% | $100.66 | $100.52 | -0.14% | Trimmed -8.70% |
Showing 1-10 of 74