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Value $
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$127M
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Signature - Title
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Karen Eamon - Head of Client Services
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Location
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Meridian, ID
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Summary
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This page shows a list of all the recent 13F filings made by Next Level Wealth Planning, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Next Level Wealth Planning, LLC reported 43 stock holdings with total value $127M as of Q4 2024. Top holdings included VOO, VO, VTI, SCHG, and DFAI.