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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
Page 6 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CORPAY INC 2,099.0 $700K 0.14% $333.27
102 DE DEERE & CO Industrials 1,097.0 $696K 0.14% $634.33 +0.1%
103 VOO VANGUARD INDEX FDS 1,001.0 $687K 0.14% +243.0 +32.1% $686.55 +2.5%
104 VEA VANGUARD TAX-MANAGED FDS 8,883.0 $633K 0.12% +574.0 +6.9% $71.25 +3.2%
105 VYM VANGUARD WHITEHALL FDS 3,996.0 $632K 0.12% -165.0 -4.0% $158.04 +4.1%
106 UNH UNITEDHEALTH GROUP INC Healthcare 1,504.0 $625K 0.12% +94.0 +6.7% $415.70 -4.5%
107 TD TORONTO DOMINION BK ONT Financial Services 5,023.0 $610K 0.12% $121.43 -2.7%
108 EPD ENTERPRISE PRODS PARTNERS L 16,036.0 $589K 0.12% +210.0 +1.3% $36.76
109 WMT WALMART INC Consumer Defensive 4,996.0 $566K 0.11% -45.0 -0.9% $113.26 -6.9%
110 XLE SELECT SECTOR SPDR TR 10,567.0 $561K 0.11% $53.11 +17.6%
111 MPC MARATHON PETE CORP Energy 2,185.0 $559K 0.11% $255.69 +40.2%
112 CRITICAL METALS CORP 53,955.0 $553K 0.11% $10.25
113 QQQ INVESCO QQQ TR Financial Services 726.0 $535K 0.10% -44.0 -5.7% $736.73 -3.4%
114 VGT VANGUARD WORLD FD 4,273.0 $511K 0.10% +4K +900.7% $119.51 -1.6%
115 VXF VANGUARD INDEX FDS 2,053.0 $505K 0.10% $246.16 -1.0%
116 KO COCA COLA CO Consumer Defensive 6,205.0 $504K 0.10% +300.0 +5.1% $81.27 +12.7%
117 ICOW PACER FDS TR 12,066.0 $502K 0.10% +70.0 +0.6% $41.63 +10.1%
118 AVUV AMERICAN CENTY ETF TR 3,886.0 $485K 0.10% +295.0 +8.2% $124.76 +0.4%
119 RQI COHEN & STEERS QUALITY INCOM Financial Services 38,686.0 $476K 0.09% +451.0 +1.2% $12.31 +0.6%
120 YEAR AB ACTIVE ETFS INC 9,421.0 $474K 0.09% -701.0 -6.9% $50.34 -0.1%
Page 6 of 9  ·  174 positions

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%