Next-Level-Wealth-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MU",
  null,
  "CAT",
  "USA",
  "IJH",
  "MSFT",
  "OXY",
  "IJR",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  null,
  null,
  "IEFA",
  "SPLG",
  null,
  "VO",
  "VIG",
  null,
  "TSM",
  null,
  "VYM",
  "AFL",
  "APH",
  "AMZN",
  null,
  "VEU",
  "VUG",
  "VONE",
  "VTEB",
  "VOO",
  "V",
  null,
  null,
  "SCHD",
  "ET",
  "SCHG",
  "BRK-B",
  "COST",
  null,
  "QQQ",
  "XOM",
  "TSLA",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 49
Total Value: 132022728
Accession Number: 0001667731-25-000596
Form Type: 13F-HR
CIK: next-level-wealth-planning
Manager Name: Next-Level-Wealth-Planning

Data Enrichment

78% identified

38 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $132.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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69374H766

Shares:14.5K

Value:$534.8K

% of Portfolio:0.4% ($534.8K/$132.0M)

921908844

VIG|921908844

Shares:2.7K

Value:$522.6K

% of Portfolio:0.4% ($522.6K/$132.0M)

MICROSOFT CORP

MSFT|594918104

Shares:1.4K

Value:$513.3K

% of Portfolio:0.4% ($513.3K/$132.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:5.9K

Value:$497.7K

% of Portfolio:0.4% ($497.7K/$132.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:904

Value:$481.5K

% of Portfolio:0.4% ($481.5K/$132.0M)

69374H881

Shares:8.6K

Value:$470.6K

% of Portfolio:0.4% ($470.6K/$132.0M)

46641Q647

Shares:9.2K

Value:$462.4K

% of Portfolio:0.4% ($462.4K/$132.0M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:4.8K

Value:$421.1K

% of Portfolio:0.3% ($421.1K/$132.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:441

Value:$417.3K

% of Portfolio:0.3% ($417.3K/$132.0M)

92206C730

VONE|92206C730

Shares:1.6K

Value:$404.4K

% of Portfolio:0.3% ($404.4K/$132.0M)

VISA INC.

V|92826C839

Shares:1.1K

Value:$400.6K

% of Portfolio:0.3% ($400.6K/$132.0M)

25434V872

Shares:8.0K

Value:$335.8K

% of Portfolio:0.3% ($335.8K/$132.0M)

AFLAC INC

AFL|001055102

Shares:3.0K

Value:$328.6K

% of Portfolio:0.2% ($328.6K/$132.0M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.9K

Value:$315.4K

% of Portfolio:0.2% ($315.4K/$132.0M)

Tesla, Inc.

TSLA|88160R101

Shares:1.1K

Value:$292.3K

% of Portfolio:0.2% ($292.3K/$132.0M)

AMPHENOL CORP /DE/

APH|032095101

Shares:4.4K

Value:$288.6K

% of Portfolio:0.2% ($288.6K/$132.0M)

Energy Transfer LP

ET|29273V100

Shares:14.8K

Value:$274.9K

% of Portfolio:0.2% ($274.9K/$132.0M)

922908736

VUG|922908736

Shares:741

Value:$274.7K

% of Portfolio:0.2% ($274.7K/$132.0M)

78468R606

Shares:11.7K

Value:$273.7K

% of Portfolio:0.2% ($273.7K/$132.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:563

Value:$263.8K

% of Portfolio:0.2% ($263.8K/$132.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69374H766)✕	14.5K	QoQ +14.34% (+1.8K) YoY-	All Managers (Combined)	$534.8K	0.4% ($534.8K/$132.0M)	QoQ +19.75% (+$88.2K) YoY-
(VIGcusip921908844)	2.7K	QoQ +4.45% (+115) YoY-	All Managers (Combined)	$522.6K	0.4% ($522.6K/$132.0M)	QoQ +3.44% (+$17.4K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.4K	QoQ +3.01% (-40) YoY-	All Managers (Combined)	$513.3K	0.4% ($513.3K/$132.0M)	QoQ -8.23% (-$46.1K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	5.9K	QoQ -9.96% (-653) YoY-	All Managers (Combined)	$497.7K	0.4% ($497.7K/$132.0M)	QoQ +0.47% (-$2.3K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	904	QoQ +5.11% (+44) YoY-	All Managers (Combined)	$481.5K	0.4% ($481.5K/$132.0M)	QoQ +23.50% (+$91.6K) YoY-
(cusip69374H881)✕	8.6K	QoQ +12.28% (+940) YoY-	All Managers (Combined)	$470.6K	0.4% ($470.6K/$132.0M)	QoQ +8.85% (+$38.3K) YoY-
(cusip46641Q647)✕	9.2K	QoQ NEW(+9.2K) YoY-	All Managers (Combined)	$462.4K	0.4% ($462.4K/$132.0M)	QoQ NEW(+$462.4K) YoY-
MICRON TECHNOLOGY INC(MUcusip595112103)	4.8K	QoQ +1.04% (+50) YoY-	All Managers (Combined)	$421.1K	0.3% ($421.1K/$132.0M)	QoQ +4.32% (+$17.4K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	441	QoQ -1.12% (-5) YoY-	All Managers (Combined)	$417.3K	0.3% ($417.3K/$132.0M)	QoQ +2.07% (-$8.5K) YoY-
(VONEcusip92206C730)	1.6K	QoQ NEW(+1.6K) YoY-	All Managers (Combined)	$404.4K	0.3% ($404.4K/$132.0M)	QoQ NEW(+$404.4K) YoY-
VISA INC.(Vcusip92826C839)	1.1K	QoQ -4.82% (-58) YoY-	All Managers (Combined)	$400.6K	0.3% ($400.6K/$132.0M)	QoQ +5.53% (-$21.0K) YoY-
(cusip25434V872)✕	8.0K	QoQ +10.65% (+769) YoY-	All Managers (Combined)	$335.8K	0.3% ($335.8K/$132.0M)	QoQ +12.76% (+$38.0K) YoY-
AFLAC INC(AFLcusip001055102)	3.0K	QoQ -3.74% (-115) YoY-	All Managers (Combined)	$328.6K	0.2% ($328.6K/$132.0M)	QoQ +3.45% (-$11.0K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.9K	QoQ -1.04% (-20) YoY-	All Managers (Combined)	$315.4K	0.2% ($315.4K/$132.0M)	QoQ -16.82% (-$63.8K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.1K	QoQ +4.25% (-46) YoY-	All Managers (Combined)	$292.3K	0.2% ($292.3K/$132.0M)	QoQ -33.09% (-$144.6K) YoY-
AMPHENOL CORP /DE/(APHcusip032095101)	4.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$288.6K	0.2% ($288.6K/$132.0M)	QoQ -5.55% (-$17.0K) YoY-
Energy Transfer LP(ETcusip29273V100)	14.8K	QoQ -3.27% (-500) YoY-	All Managers (Combined)	$274.9K	0.2% ($274.9K/$132.0M)	QoQ -8.20% (-$24.6K) YoY-
(VUGcusip922908736)	741	QoQ NEW(+741) YoY-	All Managers (Combined)	$274.7K	0.2% ($274.7K/$132.0M)	QoQ NEW(+$274.7K) YoY-
(cusip78468R606)✕	11.7K	QoQ NEW(+11.7K) YoY-	All Managers (Combined)	$273.7K	0.2% ($273.7K/$132.0M)	QoQ NEW(+$273.7K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	563	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$263.8K	0.2% ($263.8K/$132.0M)	QoQ -8.27% (-$23.8K) YoY-