Next Level Wealth Planning
TBIL icon

Next Level Wealth Planning’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Next Level Wealth Planning’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$151K Buy
+3,030
New +$151K 0.06% 84

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Sterling Group Wealth Management
Sterling Group Wealth Management Pasadena, California $257M AUM 15.55% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

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

Next Level Wealth Planning opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2026: 3,030 shares worth $151K. The stake represents 0.06% of the portfolio and ranks #84 among its holdings.

176 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • Next Level Wealth Planning held 3,030 shares of F/m US Treasury 3 Month Bill Fund worth $151K as of Q3 2026.
  • F/m US Treasury 3 Month Bill Fund was a new Next Level Wealth Planning position in Q3 2026.
  • F/m US Treasury 3 Month Bill Fund made up 0.06% of Next Level Wealth Planning's portfolio in Q3 2026, its #84 holding.
  • 176 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

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