Next Level Wealth Planning, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 644 separate equity securities.
The filing details the firm’s portfolio composition, which includes a mix of large-cap technology companies, industrial manufacturers, and exchange-traded funds. Notable positions include Apple Inc., with shares totaling 7,499; Amazon.com Inc., with 3,529 shares; and Berkshire Hathaway Inc. Class B, with 823 shares.
The portfolio also includes significant stakes in other major corporations such as Costco Wholesale Corporation, with 723 shares; Microsoft Corporation, with 600 shares; and Eli Lilly & Co., with 7 shares. The filing lists Karen Eamon, Chief Compliance Officer, as the authorized representative for the firm.
