Stock Taper

NEXT LEVEL WEALTH PLANNING, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT630$670.89K
Berkshire Hathaway Inc.BRK-B829$414.82K
JPMorgan Chase & Co.JPM912$298.52K
Costco Wholesale CorporationCOST981$917.62K
Vertiv Holdings CoVRT1.01K$338.84K
Alphabet Inc.GOOG1.16K$410.92K
nVent Electric plcNVT1.21K$204.55K
Visa Inc.V1.23K$423.37K
Johnson & JohnsonJNJ1.25K$316.19K
Alphabet Inc.GOOGL1.35K$482.81K
Microsoft CorporationMSFT1.63K$606.28K
Tesla, Inc.TSLA1.71K$717.54K
Taiwan Semiconductor Manufacturing Company LimitedTSM2.19K$1.04M
IDACORP, Inc.IDA2.23K$336.64K
Space Exploration Technologies Corp.SPCX2.3K$392.64K
Cisco Systems, Inc.CSCO2.96K$348.3K
Microchip Technology IncorporatedMCHP3.03K$276.43K
Aflac IncorporatedAFL3.45K$404.57K
Micron Technology, Inc.MU4.09K$4.72M
Amazon.com, Inc.AMZN4.22K$1.01M