Next Level Wealth Planning, LLC
RIA/Wealth
Next Level Wealth Planning, LLC is a RIA/Wealth based in Meridian, ID led by Karen Jean Eamon, reporting $258.5M in AUM as of Q3 2025 with 91% ETF concentration, 86% concentrated in top 10 holdings, and 31% allocation to VOO.
CCOKaren Jean Eamon
- Portfolio Value
- $176.9M
- Positions
- 60
- Top Holding
- VOO at 31.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Next Level Wealth Planning, LLC's portfolio (86.2% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $55.7M | 31.47% | +$2.6M Bought | — 90.9K shares | |
ETF ETF | $18.3M | 10.32% | +$1.2M Bought | — 502.1K shares | |
ETF ETF | $17.6M | 9.96% | +$992.8K Bought | — 60.0K shares | |
ETF ETF | $15.2M | 8.58% | +$215.6K Bought | — 46.3K shares | |
ETF ETF | $14.2M | 8.00% | +$626.7K Bought | — 443.8K shares | |
ETF ETF | $11.2M | 6.36% | +$712.6K Bought | — 94.7K shares | |
ETF ETF | $11.2M | 6.33% | +$745.0K Bought | — 410.5K shares | |
ETF ETF | $5.1M | 2.90% | +$89.0K Bought | — 71.9K shares | |
Consumer Electronics Technology | $2.4M | 1.34% | +$151.5K Bought | 0.00% 9.3K shares | |
Semiconductors Technology | $1.7M | 0.95% | -$49.1K Sold | 0.00% 9.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Next Level Wealth Planning, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-19.21% | |
-19.13% | |
-10.45% | |
-7.85% |
Analytics
Portfolio insights and performance metrics for Next Level Wealth Planning, LLC
GthenA