Next Level Wealth Planning, LLC
Next Level Wealth Planning, LLC reported 74 holdings worth US$227M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Next Level Wealth Planning, LLC reported 74 holdings worth US$227M as of Jun 30, 2026. Largest: Micron Technology, Inc., Apple Inc and Nvidia Corporation. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 74
- Value as reported
- US$227M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 4,091 | US$4.72M | 2.1% |
| Apple Inc | 9,829 | US$2.84M | 1.3% |
| Nvidia Corporation | 9,637 | US$1.93M | 0.85% |
| Abbvie Inc. | 4,651 | US$1.17M | 0.52% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,187 | US$1.04M | 0.46% |
| Amazon.com, Inc. | 4,219 | US$1.01M | 0.44% |
| Costco Wholesale Corporation | 981 | US$918K | 0.40% |
| Alphabet Inc (google) Class C | 2,501 | US$894K | 0.39% |
| Palantir Technologies Inc. | 6,800 | US$793K | 0.35% |
| Exxon Mobil Corporation | 5,715 | US$781K | 0.34% |
| Amphenol Corporation | 4,400 | US$776K | 0.34% |
| Tesla, Inc. | 1,706 | US$718K | 0.32% |
| Caterpillar, Inc. | 630 | US$671K | 0.30% |
| Microsoft Corp. | 1,625 | US$606K | 0.27% |
| Occidental Petroleum Corporation | 10,812 | US$525K | 0.23% |
| Abbott Laboratories | 4,748 | US$431K | 0.19% |
| Visa Inc. | 1,234 | US$423K | 0.19% |
| Berkshire Hathaway Inc. | 829 | US$415K | 0.18% |
| Aflac Incorporated | 3,451 | US$405K | 0.18% |
| Space Exploration Technologies Corp | 2,298 | US$393K | 0.17% |
| Cisco Systems, Inc. | 2,965 | US$348K | 0.15% |
| Vertiv Holdings, Llc | 1,012 | US$339K | 0.15% |
| Idacorp, Inc. | 2,225 | US$337K | 0.15% |
| Johnson & Johnson | 1,245 | US$316K | 0.14% |
| Jp Morgan Chase & Co. | 912 | US$299K | 0.13% |
| Microchip Technology Incorporated | 3,031 | US$276K | 0.12% |
| Energy Transfer Lp | 12,423 | US$238K | 0.10% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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