Next Level Private LLC

CIK: 0001910366Latest portfolio: $381.5M · Q4 2025

Holdings

161

Total Value

$381.5M

New Positions

160

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
QGROAMERICAN CENTY ETF TR
297,464$34.1M8.93%NEW
2
RDVYFIRST TR EXCHANGE TRADED FD
328,636$22.8M5.98%NEW
3
AIRRFIRST TR EXCHANGE TRADED FD
202,285$19.9M5.21%NEW
4
DUSADAVIS FUNDAMENTAL ETF TR
372,940$19.1M5.00%NEW
5
JPMJPMORGAN CHASE & CO.
57,414$18.5M4.85%NEW
6
GEGE AEROSPACE
54,510$16.8M4.40%NEW
7
FDLFIRST TR EXCHANGE-TRADED FD
251,993$11.2M2.93%NEW
8
SPYSPDR S&P 500 ETF TR
15,700$10.7M2.81%NEW
9
AAPLAPPLE INC
37,111$10.1M2.64%NEW
10
INCMFRANKLIN TEMPLETON ETF TR
310,529$8.7M2.28%NEW
11
GOOGALPHABET INC
27,467$8.6M2.26%NEW
12
GEVGE VERNOVA INC
12,853$8.4M2.20%NEW
13
IWFISHARES TR
16,455$7.8M2.04%NEW
14
BABOEING CO
34,972$7.6M1.99%NEW
15
IBMINTERNATIONAL BUSINESS MACHS
21,705$6.4M1.69%NEW
16
MSFTMICROSOFT CORP
13,113$6.3M1.66%NEW
17
DBEFDBX ETF TR
124,642$6.0M1.57%NEW
18
BXBLACKSTONE INC
31,405$4.8M1.27%NEW
19
XOMEXXON MOBIL CORP
39,398$4.7M1.24%NEW
20
DWDMORGAN STANLEY
26,342$4.7M1.23%NEW
21
GOOGLALPHABET INC
13,316$4.2M1.09%NEW
22
DFNLDAVIS FUNDAMENTAL ETF TR
81,723$3.9M1.04%NEW
23
CSLCARLISLE COS INC
12,232$3.9M1.03%NEW
24
PGROPUTNAM ETF TRUST
83,236$3.7M0.97%NEW
25
FVDFIRST TR EXCHANGE-TRADED FD
72,566$3.3M0.88%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.0088642963413085e+46T)
Unknown0.0% ($4.676296710179428e+26T)
Industrials0.0% ($1.6790759339127913e+21T)
Healthcare0.0% ($330221281548932808704.0T)
Energy0.0% ($474118071249802560.0T)
Communication Services0.0% ($861941672.8T)
Consumer Defensive0.0% ($22292161.4T)
Consumer Cyclical0.0% ($260.7T)
Basic Materials0.0% ($1.3B)
Utilities0.0% ($8.4M)
Real Estate0.0% ($250K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 7, 2026$381.5M161
Q3 2025Oct 23, 2025$344.9B0
Q2 2025Jul 8, 2025$307.2B150
Q1 2025Apr 11, 2025$268.4B140

Fund Information

CIK0001910366
Most Recent FilingJan 7, 2026
Number of Filings4

Next Level Private LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $381.5M across 161 holdings. The largest position is AMERICAN CENTY ETF TR (QGRO), representing 8.9% of the portfolio. Compared to the previous quarter, the fund opened 161 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.