Holdings
Next Level Wealth Planning, LLC
As of Jun 30, 2026, Next Level Wealth Planning, LLC reported 27 positions worth US$23.6M. Largest: Micron Technology, Inc., Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Micron Technology, Inc. | 4,091 | US$4.72M | −1,166 | Jun 30, 2026 |
| Apple Inc | 9,829 | US$2.84M | +214 | Jun 30, 2026 |
| Nvidia Corporation | 9,637 | US$1.93M | +611 | Jun 30, 2026 |
| Abbvie Inc. | 4,651 | US$1.17M | no change | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,187 | US$1.04M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 4,219 | US$1.01M | +52 | Jun 30, 2026 |
| Costco Wholesale Corporation | 981 | US$918K | −6 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,501 | US$894K | +195 | Jun 30, 2026 |
| Palantir Technologies Inc. | 6,800 | US$793K | +104 | Jun 30, 2026 |
| Exxon Mobil Corporation | 5,715 | US$781K | +163 | Jun 30, 2026 |