§ 13F · FUND PROFILE
Next Level Wealth Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156.1T (13F)Positions · 54Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 93K | $58.5T | 31.1% | +3% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 517K | $19.7T | 10.5% | +3% |
| 3 | VO | VANGUARD INDEX FDS | 62K | $17.9T | 9.5% | +3% |
| 4 | VTI | VANGUARD INDEX FDS | 46K | $15.5T | 8.3% | ±0% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 452K | $14.7T | 7.8% | +2% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 431K | $11.8T | 6.3% | +5% |
| 7 | IJR | ISHARES TR | 97K | $11.7T | 6.2% | +3% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 72K | $5.3T | 2.8% | ±0% |
| 9 | AAPL | APPLE INC | 9K | $2.5T | 1.3% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 9K | $1.7T | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEXT SIGNAL
AC read
Next Level Wealth Planning, LLC is a Other fund managing $156142.2 trillion in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed