Next Level Wealth Planning’s Dutch Bros BROS Stock Holding History

Next Level Wealth Planning’s Portfolio BROS Stock Details BROS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.7K	Buy	+329	New	+$17.7K	0.01%	315

Other funds holding BROS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Next Level Wealth Planning's BROS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Dutch Bros (BROS) in Q3 2026: 329 shares worth $12.7K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings.

238 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

Next Level Wealth Planning held 329 shares of Dutch Bros worth $12.7K as of Q3 2026.
Dutch Bros was a new Next Level Wealth Planning position in Q3 2026.
Dutch Bros made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #315 holding.
238 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.