StockDriftsStockDriftsTop 50 Next Level Wealth Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 29.45% | 97.4K | $66.9M | +2.31%(+2.20K) | $541.70(+31.26%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 10.08% | 554.9K | $22.9M | +4.07%(+21.69K) | $31.85(+36.03%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 9.44% | 266.1K | $21.4M | +4.93%(+12.50K) | $67.13(+23.68%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.58% | 46.5K | $17.2M | +2.57%(+1.16K) | $288.20(+32.56%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 7.16% | 480.4K | $16.3M | +3.88%(+17.94K) | $27.42(+30.45%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.65% | 101.9K | $15.1M | +2.69%(+2.67K) | $115.51(+28.78%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 6.36% | 455.7K | $14.4M | +3.97%(+17.40K) | $27.77(+23.46%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.42% | 65.6K | $5.5M | -2.23%(-1.50K) | $60.41(+41.20%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.08% | 4.1K | $4.7M | -22.18%(-1.17K) | $107.31(+703.30%) | 2026-06-30 | |
| SGOV | ISHARES TR | 1.43% | 32.3K | $3.3M | -8.70%(-3.08K) | $100.55(-0.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.99% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.84% |
Next Level Wealth Planning, LLC reports $227.16M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are VOO (29.4%), DFAI (10.1%) and VO (9.4%). The top 20 holdings account for 89.5% of reported assets. Its disclosed equity book has returned +28.99% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Next Level Wealth Planning, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044208). View Next Level Wealth Planning, LLC’s 13F filings on SEC