SEC Form 13F

Next Level Wealth Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$227,162,869
Positions74

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$66,900,18597,407
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$22,887,922554,859
VANGUARD INDEX FDSVOMID CAP ETF$21,437,908266,078
VANGUARD INDEX FDSVTITOTAL STK MKT$17,219,82146,534
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$16,257,320480,417
ISHARES TRIJRCORE S&P SCP ETF$15,112,369101,896
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$14,448,879455,656
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$5,495,53865,618
MICRON TECHNOLOGY INCMUCOM$4,722,2004,091
ISHARES TRSGOV0-3 MTH TREASURY$3,253,96132,323

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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