# EDGAR Filing Document

**Accession Number:** 0002044208
**File Stem:** 0002085853-25-000192
**Filing Date:** 2025-10
**Character Count:** 9784
**Document Hash:** 54e1c3987670ea01dc45d25fa001f950
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-25-000192.hdr.sgml**: 20251030

**ACCESSION NUMBER**: 0002085853-25-000192

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251030

**DATE AS OF CHANGE**: 20251030

**EFFECTIVENESS DATE**: 20251030

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Next Level Wealth Planning, LLC
- **CENTRAL INDEX KEY:** 0002044208

**ORGANIZATION NAME:**
- **EIN:** 932178885
- **STATE OF INCORPORATION:** ID
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24685
- **FILM NUMBER:** 251432414

**BUSINESS ADDRESS:**
- **STREET 1:** 1817 N LAKES PL, STE 150
- **CITY:** MERIDIAN
- **STATE:** ID
- **ZIP:** 83646
- **BUSINESS PHONE:** 208-376-6949

**MAIL ADDRESS:**
- **STREET 1:** 1817 N LAKES PL, STE 150
- **CITY:** MERIDIAN
- **STATE:** ID
- **ZIP:** 83646

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Next Level Wealth Planning LLC<br>**Address:** 1817 N Lakes Pl Ste 150<br>Meridian, ID 83646

**Form 13F File Number:** 028-24685

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Karen Eamon<br>**Title:** Head of Client Services<br>**Phone:** 208-376-6949

**Signature, Place, and Date of Signing:**

/s/ Karen Eamon  Meridian, ID  10-30-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 61

**Form 13F Information Table Value Total:** $177117347

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AFLAC INC | COM | 001055102 |  | 385137 | 3448 | SH |  | SOLE |  | 0 | 0 | 3448 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 263034 | 1080 | SH |  | SOLE |  | 0 | 0 | 1080 |
| AMAZON COM INC | COM | 023135106 |  | 879816 | 4007 | SH |  | SOLE |  | 0 | 0 | 4007 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 547594 | 4425 | SH |  | SOLE |  | 0 | 0 | 4425 |
| APPLE INC | COM | 037833100 |  | 2373622 | 9321 | SH |  | SOLE |  | 0 | 0 | 9321 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 413252 | 822 | SH |  | SOLE |  | 0 | 0 | 822 |
| BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 |  | 850796 | 13674 | SH |  | SOLE |  | 0 | 0 | 13674 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 201755 | 7393 | SH |  | SOLE |  | 0 | 0 | 7393 |
| CATERPILLAR INC | COM | 149123101 |  | 300605 | 630 | SH |  | SOLE |  | 0 | 0 | 630 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 470724 | 508 | SH |  | SOLE |  | 0 | 0 | 508 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 597995 | 13985 | SH |  | SOLE |  | 0 | 0 | 13985 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 245566 | 3587 | SH |  | SOLE |  | 0 | 0 | 3587 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 18252339 | 502128 | SH |  | SOLE |  | 0 | 0 | 502128 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 256714 | 14960 | SH |  | SOLE |  | 0 | 0 | 14960 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 625997 | 5552 | SH |  | SOLE |  | 0 | 0 | 5552 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 238551 | 4282 | SH |  | SOLE |  | 0 | 0 | 4282 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 1184479 | 25616 | SH |  | SOLE |  | 0 | 0 | 25616 |
| IDACORP INC | COM | 451107106 |  | 294034 | 2225 | SH |  | SOLE |  | 0 | 0 | 2225 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 353612 | 589 | SH |  | SOLE |  | 0 | 0 | 589 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 276673 | 11367 | SH |  | SOLE |  | 0 | 0 | 11367 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 |  | 317808 | 3079 | SH |  | SOLE |  | 0 | 0 | 3079 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 11248295 | 94659 | SH |  | SOLE |  | 0 | 0 | 94659 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1630973 | 2437 | SH |  | SOLE |  | 0 | 0 | 2437 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 454917 | 6971 | SH |  | SOLE |  | 0 | 0 | 6971 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 549966 | 6299 | SH |  | SOLE |  | 0 | 0 | 6299 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 241100 | 5195 | SH |  | SOLE |  | 0 | 0 | 5195 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 213975 | 4500 | SH |  | SOLE |  | 0 | 0 | 4500 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 210266 | 1134 | SH |  | SOLE |  | 0 | 0 | 1134 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 303789 | 963 | SH |  | SOLE |  | 0 | 0 | 963 |
| LIBERTY ALL STAR EQUITY FD | SH BEN INT | 530158104 |  | 143314 | 22605 | SH |  | SOLE |  | 0 | 0 | 22605 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 245834 | 3828 | SH |  | SOLE |  | 0 | 0 | 3828 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 829405 | 4957 | SH |  | SOLE |  | 0 | 0 | 4957 |
| MICROSOFT CORP | COM | 594918104 |  | 735297 | 1420 | SH |  | SOLE |  | 0 | 0 | 1420 |
| NETFLIX INC | COM | 64110L106 |  | 223000 | 186 | SH |  | SOLE |  | 0 | 0 | 186 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1688597 | 9050 | SH |  | SOLE |  | 0 | 0 | 9050 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 510874 | 10812 | SH |  | SOLE |  | 0 | 0 | 10812 |
| PACER FDS TR | METAURUS CAP 400 | 69374H436 |  | 292378 | 6978 | SH |  | SOLE |  | 0 | 0 | 6978 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 555010 | 9657 | SH |  | SOLE |  | 0 | 0 | 9657 |
| PACER FDS TR | INDUSTRIAL RELET | 69374H766 |  | 595394 | 16000 | SH |  | SOLE |  | 0 | 0 | 16000 |
| PACER FDS TR | US SMALL CAP CAS | 69374H857 |  | 258403 | 5902 | SH |  | SOLE |  | 0 | 0 | 5902 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1142497 | 6263 | SH |  | SOLE |  | 0 | 0 | 6263 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 14160268 | 443757 | SH |  | SOLE |  | 0 | 0 | 443757 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 11205555 | 410459 | SH |  | SOLE |  | 0 | 0 | 410459 |
| SPDR SERIES TRUST | PORTFLI HIGH YLD | 78468R606 |  | 354014 | 14788 | SH |  | SOLE |  | 0 | 0 | 14788 |
| SPDR SERIES TRUST | PORTFOLIO CRPORT | 78464A144 |  | 272880 | 9210 | SH |  | SOLE |  | 0 | 0 | 9210 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 921122 | 11758 | SH |  | SOLE |  | 0 | 0 | 11758 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 553832 | 1983 | SH |  | SOLE |  | 0 | 0 | 1983 |
| TESLA INC | COM | 88160R101 |  | 656852 | 1477 | SH |  | SOLE |  | 0 | 0 | 1477 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 15187873 | 46281 | SH |  | SOLE |  | 0 | 0 | 46281 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 17619218 | 59983 | SH |  | SOLE |  | 0 | 0 | 59983 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 55673981 | 90914 | SH |  | SOLE |  | 0 | 0 | 90914 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 304007 | 634 | SH |  | SOLE |  | 0 | 0 | 634 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 5130425 | 71885 | SH |  | SOLE |  | 0 | 0 | 71885 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 |  | 200617 | 2666 | SH |  | SOLE |  | 0 | 0 | 2666 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 327207 | 6535 | SH |  | SOLE |  | 0 | 0 | 6535 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 620422 | 2052 | SH |  | SOLE |  | 0 | 0 | 2052 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 565158 | 2619 | SH |  | SOLE |  | 0 | 0 | 2619 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1110224 | 7877 | SH |  | SOLE |  | 0 | 0 | 7877 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 205465 | 791 | SH |  | SOLE |  | 0 | 0 | 791 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 261812 | 351 | SH |  | SOLE |  | 0 | 0 | 351 |
| VISA INC | COM CL A | 92826C839 |  | 383028 | 1122 | SH |  | SOLE |  | 0 | 0 | 1122 |

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