13F Filings History of Next Level Wealth Planning, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$187,910,402
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 66 stock holdings with total value $187,910,402 as of Q4 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
Q4 2025 66 $187,910,402 +$7,472,936 -$571,912 +$6,901,024 VOO, DFAI, VO, VTI, SCHG 13F-HR 26 Jan 2026, 17:08
Q3 2025 61 $177,117,347 +$10,046,688 -$683,941 +$9,362,747 VOO, DFAI, VO, VTI, SCHG 13F-HR 30 Oct 2025, 08:50
Q2 2025 54 $156,142,193 +$15,032,968 -$2,876,763 +$12,156,205 VOO, DFAI, VO, VTI, SCHG 13F-HR 22 Jul 2025, 17:32
Q1 2025 49 $132,022,728 +$11,602,454 -$2,405,610 +$9,196,844 VOO, VO, DFAI, VTI, SCHD 13F-HR 06 May 2025, 08:48
Q4 2024 43 $127,113,566 $0 $0 $0 VOO, VO, VTI, SCHG, DFAI 13F-HR 30 Jan 2025, 14:02