Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Next Level Wealth Planning, LLC (CIK 2044208) reported $194.7M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($56.9M, 29.22%), DFAI ($20.8M, 10.67%), VO ($18.2M, 9.35%), VTI ($14.6M, 7.48%), SCHG ($13.5M, 6.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $56.9M | 29.22% | 95,210 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $20.8M | 10.67% | 533,171 | Added |
| 3 | VO | VANGUARD INDEX FDS | $18.2M | 9.35% | 63,394 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $14.6M | 7.48% | 45,370 | Trimmed |
| 5 | SCHG | SCHWAB STRATEGIC TR | $13.5M | 6.92% | 462,475 | Added |
| 6 | SCHD | SCHWAB STRATEGIC TR | $13.4M | 6.91% | 438,252 | Added |
| 7 | IJR | ISHARES TR | $12.3M | 6.34% | 99,228 | Added |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $5.0M | 2.59% | 67,118 | Trimmed |
| 9 | SGOV | ISHARES TR | $3.6M | 1.83% | 35,402 | New |
| 10 | AAPL | APPLE INC | $2.4M | 1.25% | 9,615 | Added |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $1.8M | 0.92% | 39,241 | Added |
| 12 | MU | MICRON TECHNOLOGY INC | $1.8M | 0.91% | 5,257 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $1.6M | 0.81% | 9,026 | Trimmed |
| 14 | IVV | ISHARES TR | $1.5M | 0.78% | 2,316 | Added |
| 15 | DFCF | DIMENSIONAL ETF TRUST | $1.4M | 0.73% | 33,644 | Added |
| 16 | VYM | VANGUARD WHITEHALL FDS | $1.1M | 0.57% | 7,559 | Trimmed |
| 17 | ABBV | ABBVIE INC | $1.0M | 0.52% | 4,651 | Hold |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $983,276 | 0.51% | 987 | Added |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $979,491 | 0.50% | 6,696 | Added |
| 20 | XOM | EXXON MOBIL CORP | $941,965 | 0.48% | 5,552 | Hold |
| 21 | SPLG | SPDR SERIES TRUST | $895,212 | 0.46% | 11,696 | Added |
| 22 | AMZN | AMAZON COM INC | $867,861 | 0.45% | 4,167 | Added |
| 23 | CGMU | CAPITAL GRP FIXED INCM ETF T | $770,028 | 0.40% | 28,362 | Added |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $739,097 | 0.38% | 2,187 | Added |
| 25 | OXY | OCCIDENTAL PETE CORP | $702,789 | 0.36% | 10,812 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31