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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 7 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 OAKM HARRIS OAKMARK ETF TRUST 16,309.0 $459K 0.09% -980.0 -5.7% $28.17 +12.6%
122 VBR VANGUARD INDEX FDS 1,827.0 $444K 0.09% $242.96 +2.3%
123 EVLN MORGAN STANLEY ETF TRUST 9,123.0 $442K 0.09% +150.0 +1.7% $48.50 +0.8%
124 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,000.0 $438K 0.09% +100.0 +11.1% $437.64 -14.7%
125 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 466.0 $435K 0.09% -8.0 -1.7% $934.49 +3.9%
126 WOLF WOLFSPEED INC Technology 9,003.0 $434K 0.09% NEW $48.25 -48.7%
127 HEDJ WISDOMTREE TR 7,320.0 $417K 0.08% +59.0 +0.8% $57.00 +1.0%
128 CRM SALESFORCE INC Technology 2,619.0 $410K 0.08% -101.0 -3.7% $156.68 +33.4%
129 EFA ISHARES TR 3,669.0 $381K 0.07% +19.0 +0.5% $103.87 +4.0%
130 PCAR PACCAR INC Industrials 3,137.0 $377K 0.07% $120.14 +8.2%
131 HWM HOWMET AEROSPACE INC Industrials 1,374.0 $369K 0.07% $268.86 -2.1%
132 PWR QUANTA SVCS INC Industrials 500.0 $360K 0.07% $720.04 -14.3%
133 VV VANGUARD INDEX FDS 1,031.0 $355K 0.07% -13.0 -1.2% $344.00 +2.2%
134 PM PHILIP MORRIS INTL INC Consumer Defensive 1,951.0 $353K 0.07% -99.0 -4.8% $180.88 +5.8%
135 TSLA TESLA INC Consumer Cyclical 818.0 $344K 0.07% -5.0 -0.6% $420.60 -17.0%
136 WFC WELLS FARGO & CO Financial Services 4,057.0 $335K 0.07% +26.0 +0.7% $82.65 +2.5%
137 MUB ISHARES TR 3,077.0 $331K 0.07% -3K -47.0% $107.63 -2.1%
138 SHM SPDR SERIES TRUST 6,575.0 $315K 0.06% +43.0 +0.7% $47.97 -0.4%
139 VIG VANGUARD SPECIALIZED FUNDS 1,300.0 $308K 0.06% $236.62 +3.4%
140 PVAL PUTNAM ETF TRUST 6,001.0 $306K 0.06% $50.95 +6.8%
Page 7 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%