Next Level Wealth Planning, LLC
•CIK: 2044208•Filing: Q4 2025
**Next Level Wealth Planning, LLC** manages $188M across a diversified portfolio of 66 positions. The strategy exhibits a significant allocation to broad market indices, highlighted by a $58.5M holding in VOO and $15.5M in VTI. Notable concentrated positions include $19.7M in DFAI and $17.9M in VO, suggesting a core focus on established, large-cap equity exposure. The portfolio maintains diversification across sectors, with further significant weights in SCHG ($14.7M) and SCHD ($11.8M).
Total AUM
$187.9M
QoQ Performance
+6.1%
Positions
44
Top 10 Concentration
84.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
DFAI
VO
VTI
SCHG
SCHD
IJR
VOO31.1%
DFAI10.5%
VO9.5%
VTI8.3%
SCHG7.8%
SCHD6.3%
IJR6.2%
VEU2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.6%
ETF31.9%
Technology3.0%
Consumer1.1%
Healthcare1.0%
Energy0.6%
Financial0.6%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑32 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024