Next Level Wealth Planning, LLC has disclosed its latest investment holdings in a 13F filing, revealing a total value of $245 million as of September 30, 2026. This filing is significant as it provides insights into the company’s investment strategies and positions within various sectors.

The firm’s recent filing indicates that it continues to diversify its portfolio across multiple industries, with notable investments in technology and healthcare. This aligns with broader trends in the financial advisory industry, where firms are increasingly focusing on high-growth sectors.

Background

Next Level Wealth Planning, LLC is a financial advisory firm based in Meridian, Idaho. The company is classified under the SIC code for financial advisory services. It has been active in filing various reports with the SEC, including its most recent 13F-HR on October 29, 2026, and previous filings in 2026.

What the Filing Says

The filing indicates that Next Level Wealth Planning reported a total of 644 positions, with a combined value of $245,169,203. The report was signed by Chief Compliance Officer, Karen Eamon, confirming the accuracy of the disclosed information.

Impact

This disclosure may impact various stakeholders, including investors and competitors in the wealth management sector. Investors can gain insights into the firm’s strategic focus, while competitors may analyze these moves to adjust their own investment strategies.

What's Next

The filing does not specify what happens next for Next Level Wealth Planning, LLC, leaving the future direction of its investment strategy open to speculation.