Next Level Wealth Planning, LLC — 13F holdings

Next Level Wealth Planning, LLC reported 74 holdings worth $227M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. VOO VANGUARD INDEX FDS — $66.9M (29.5%)
2. DFAI DIMENSIONAL ETF TRUST — $22.9M (10.1%)
3. VO VANGUARD INDEX FDS — $21.4M (9.4%)
4. VTI VANGUARD INDEX FDS — $17.2M (7.6%)
5. SCHG SCHWAB STRATEGIC TR — $16.3M (7.2%)
6. IJR ISHARES TR — $15.1M (6.7%)
7. SCHD SCHWAB STRATEGIC TR — $14.4M (6.4%)
8. VEU VANGUARD INTL EQUITY INDEX F — $5.50M (2.4%)
9. MU MICRON TECHNOLOGY INC — $4.72M (2.1%)
10. SGOV ISHARES TR — $3.25M (1.4%)