Next Level Wealth Planning’s Willamette Valley Vineyards WVVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.28K	Buy	+1,300	New	+$3.05K	﹤0.01%	447

Other funds holding WVVI

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

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

Next Level Wealth Planning opened a new position in Willamette Valley Vineyards (WVVI) in Q3 2026: 1,300 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings.

7 funds tracked by Wall St. Rank hold WVVI as of Q3 2026.

Next Level Wealth Planning held 1,300 shares of Willamette Valley Vineyards worth $2.28K as of Q3 2026.
Willamette Valley Vineyards was a new Next Level Wealth Planning position in Q3 2026.
Willamette Valley Vineyards made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #447 holding.
7 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q3 2026.

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