Next Level Wealth Planning, LLC
All 13F Filings
Location
Meridian, ID
CIK
0002044208
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000208585326000441
Q1 2026
73
194,696,567
13F-HR
4/21/2026
Next Level Wealth Planning, LLC