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Portfolio (Quarterly) Guide ↗

Next Level Private LLC

· CIK 0001910366
13F Portfolio $511M AUM 174 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 66 Added 48 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WOLF WOLFSPEED INC Technology 9,003.0 $434K 0.09% NEW $48.25 -48.7%
2 GOLS GABELLI ETFS TRUST 11,490.0 $304K 0.06% NEW $26.47 +5.2%
3 IEP ICAHN ENTERPRISES LP Industrials 40,030.0 $289K 0.06% NEW $7.21 -6.5%
4 CVS CVS HEALTH CORP Healthcare 2,645.0 $274K 0.05% NEW $103.45 -9.0%
5 QUAL ISHARES TR 1,084.0 $238K 0.05% NEW $219.43 +2.0%
6 EVT EATON VANCE TAX ADVT DIV INC Financial Services 8,288.0 $229K 0.04% NEW $27.68 +4.7%
7 SPYM SPDR SERIES TRUST 2,537.0 $223K 0.04% NEW $87.88 +2.3%
8 MMM 3M CO Industrials 1,339.0 $217K 0.04% NEW $161.88 +10.6%
9 PANW PALO ALTO NETWORKS INC Technology 604.0 $206K 0.04% NEW $341.02 +2.9%
10 DYNF BLACKROCK ETF TRUST 3,013.0 $205K 0.04% NEW $68.01 +1.2%
11 DIS DISNEY WALT CO Communication Services 2,102.0 $202K 0.04% NEW $96.27 +14.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.4%
Technology 25.0%
Industrials 17.3%
Utilities 7.3%
Healthcare 6.1%
Energy 4.7%
Communication Services 4.5%
Consumer Cyclical 4.2%
Consumer Defensive 3.5%
Basic Materials 1.1%