Next Level Wealth Planning
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Next Level Wealth Planning’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Next Level Wealth Planning’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.83K Buy
+86
New +$4.02K ﹤0.01% 406

Other funds holding SMMV

Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brickley Wealth Management
Brickley Wealth Management San Mateo, California $719M AUM 18.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Burns Matteson Capital Management
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

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

Next Level Wealth Planning opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2026: 86 shares worth $3.83K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings.

57 funds tracked by Wall St. Rank hold SMMV as of Q3 2026.

  • Next Level Wealth Planning held 86 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $3.83K as of Q3 2026.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Next Level Wealth Planning position in Q3 2026.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #406 holding.
  • 57 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2026.

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