account_balance
Investment manager · 13F filer · SEC CIK 2044208
Next Level Wealth Planning, LLC
Reported value$245Mas of Sep 30, 2026
Positions519 445 new, 0 sold out
Top 10 weight77.7%VOO alone is 28%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
28.1%
DFAIDimensional ETF Trust
9.6%Added +2%
VOVanguard Index FDS
8.7%Added +3%
SCHGSchwab Strategic Tr
7.1%
VTIVanguard Index FDS
7.1%
SCHDSchwab Strategic Tr
6.1%
IJRiShares Tr
5.7%
VEUVanguard Intl Equity Index F
2.2%
FBND0.9%
VOOVanguard Index FDS
28.1%
DFAIDimensional ETF Trust
9.6%+2%
VOVanguard Index FDS
8.7%+3%
SCHGSchwab Strategic Tr
7.1%
VTIVanguard Index FDS
7.1%
SCHDSchwab Strategic Tr
6.1%
IJR5.7%
VEU2.2%
MUAAPLFBND
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 28.1% Held
DFAI Dimensional ETF Trust 9.6% Added +2%
VO Vanguard Index FDS 8.7% Added +3%
SCHG Schwab Strategic Tr 7.1% Held
VTI Vanguard Index FDS 7.1% Held
SCHD Schwab Strategic Tr 6.1% Held
IJR iShares Tr 5.7% Held
VEU Vanguard Intl Equity Index F 2.2% Held
MU Micron Technology Inc 1.8% HeldAAPL Apple Inc. 1.3% HeldFBND Fidelity Merrimack STR Tr 0.9% Added +22%
NVDA NVIDIA Corp 0.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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