Next Level Wealth Planning’s USA Rare Earth Inc USAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.18K	Buy	+368	New	+$6.25K	﹤0.01%	382

Other funds holding USAR

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

Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

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

Next Level Wealth Planning opened a new position in USA Rare Earth Inc (USAR) in Q3 2026: 368 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings.

179 funds tracked by Wall St. Rank hold USAR as of Q3 2026.

Next Level Wealth Planning held 368 shares of USA Rare Earth Inc worth $5.18K as of Q3 2026.
USA Rare Earth Inc was a new Next Level Wealth Planning position in Q3 2026.
USA Rare Earth Inc made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #382 holding.
179 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2026.

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