NEXT LEVEL WEALTH PLANNING, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 14K | $278.36K |
 | OXY | 11K | $702.79K |
 | AAPL | 10K | $2.44M |
 | NVDA | 9K | $1.57M |
 | PLTR | 7K | $979.49K |
 | XOM | 6K | $941.97K |
 | MU | 5K | $1.78M |
 | ABT | 5K | $487.48K |
 | ABBV | 5K | $1.01M |
 | APH | 4K | $555.94K |
 | AMZN | 4K | $867.86K |
 | AFL | 3K | $378.46K |
 | MCHP | 3K | $208.75K |
 | CSCO | 3K | $228.29K |
 | IDA | 2K | $318.11K |
 | TSM | 2K | $739.10K |
 | NFLX | 2K | $202.01K |
 | WMT | 2K | $211.53K |
 | TSLA | 2K | $604.84K |
 | MSFT | 2K | $578.24K |
Energy Transfer LP
ET
Shares Held
14K
Value
$278.36K
Occidental Petroleum Corporation
OXY
Shares Held
11K
Value
$702.79K
Apple Inc.
AAPL
Shares Held
10K
Value
$2.44M
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.57M
Palantir Technologies Inc.
PLTR
Shares Held
7K
Value
$979.49K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$941.97K
Micron Technology, Inc.
MU
Shares Held
5K
Value
$1.78M
Abbott Laboratories
ABT
Shares Held
5K
Value
$487.48K
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.01M
Amphenol Corporation
APH
Shares Held
4K
Value
$555.94K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$867.86K
Aflac Incorporated
AFL
Shares Held
3K
Value
$378.46K
Microchip Technology Incorporated
MCHP
Shares Held
3K
Value
$208.75K
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$228.29K
IDACORP, Inc.
IDA
Shares Held
2K
Value
$318.11K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$739.10K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$202.01K
Walmart Inc.
WMT
Shares Held
2K
Value
$211.53K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$604.84K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$578.24K