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Journey Beyond Wealth

Latest statistics and disclosures from Journey Beyond Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VEU, VXF, VEA, VUG, and represent 60.46% of Journey Beyond Wealth's stock portfolio.
Added to shares of these 10 stocks: SCHD, VOO, GRID, VEA, VWO, SCHO, GLD, IAU, DFIV, CATH.
Started 4 new stock positions in IAU, SCHD, GRID, GLD.
Reduced shares in these 10 stocks: VEU, VXF, QTEC, NVO, VUG, IJR, IGM, VSS, SCHA, AAPL.
Sold out of its positions in NVO, SCHA, VSS.
Journey Beyond Wealth was a net buyer of stock by $1.6M.
Journey Beyond Wealth has $126M in assets under management (AUM), dropping by 3.42%.
Central Index Key (CIK): 0002052989

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Portfolio Holdings for Journey Beyond Wealth

Journey Beyond Wealth holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	26.2	$33M	+5%	52k	627.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	14.2	$18M	-7%	243k	73.56	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	8.2	$10M	-10%	49k	209.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.6	$8.3M	+7%	133k	62.47	View chart
Vanguard Index Fds Growth Etf (VUG)	5.3	$6.7M	-7%	14k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	5.0	$6.3M		33k	190.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.1	$5.2M	+5%	96k	53.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.0	$5.0M		7.3k	681.92	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.6	$4.5M	+3%	90k	49.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.9	$3.6M	-13%	30k	120.18	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.8	$3.5M	-11%	27k	129.16	View chart
First Tr Exchange-traded SHS (QTEC)	2.7	$3.4M	-18%	15k	230.21	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.7	$3.3M	+7%	137k	24.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.2	$2.8M		5.6k	502.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$2.5M	NEW	92k	27.43	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.2	$1.5M	NEW	10k	153.02	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$1.1M		10k	107.11	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$1.1M		28k	38.00	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$1.0M		3.3k	314.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$992k	-2%	20k	50.29	View chart
Global X Fds S&p 500 Catholic (CATH)	0.5	$670k	+16%	8.1k	82.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$635k	+2%	2.6k	246.17	View chart
Lockheed Martin Corporation (LMT)	0.3	$437k		904.00	483.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$349k	+2%	1.0k	335.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$332k		3.4k	96.27	View chart
Wal-Mart Stores (WMT)	0.3	$323k	-3%	2.9k	111.41	View chart
Apple (AAPL)	0.2	$281k	-8%	1.0k	271.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$271k		11k	24.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$219k	NEW	552.00	396.31	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$216k		1.9k	113.92	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$205k	NEW	2.5k	81.17	View chart

Past Filings by Journey Beyond Wealth

SEC 13F filings are viewable for Journey Beyond Wealth going back to 2025

Journey Beyond Wealth 2025 Q4 filed Jan. 23, 2026
Journey Beyond Wealth 2025 Q3 filed Oct. 28, 2025
Journey Beyond Wealth 2025 Q2 filed July 22, 2025
Journey Beyond Wealth 2025 Q1 filed April 25, 2025

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