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, VTV, and represent 60.14% of Journey Beyond Wealth's stock portfolio.
  • Added to shares of these 6 stocks: GRID, QTEC, IGM, VUG, VTV, VV.
  • Reduced shares in these 10 stocks: BRK.B, VEU, VXF, VEA, IJR, DFIV, CATH, SCHF, VWO, DISV.
  • Sold out of its positions in BRK.B, SCHF.
  • Journey Beyond Wealth was a net seller of stock by $-7.8M.
  • Journey Beyond Wealth has $116M in assets under management (AUM), dropping by -7.39%.
  • Central Index Key (CIK): 0002052989

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Portfolio Holdings for Journey Beyond Wealth

Journey Beyond Wealth holds 29 positions in its portfolio as reported in the March 2026 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) 26.9 $31M 52k 597.55
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 13.6 $16M -13% 210k 75.10
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Vanguard Index Fds Extend Mkt Etf (VXF) 7.4 $8.6M -15% 42k 205.80
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.7 $7.8M -8% 122k 64.08
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Vanguard Index Fds Value Etf (VTV) 5.6 $6.5M 33k 196.20
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Vanguard Index Fds Growth Etf (VUG) 5.3 $6.1M +2% 14k 436.79
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $5.0M -3% 93k 54.05
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.0 $4.7M 7.2k 650.34
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Dimensional Etf Trust Internatnal Val (DFIV) 3.7 $4.4M -7% 83k 52.78
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Ishares Tr Expnd Tec Sc Etf (IGM) 3.0 $3.5M +9% 30k 118.51
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First Tr Exchange-traded SHS (QTEC) 3.0 $3.5M +10% 16k 215.97
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.8 $3.2M -2% 133k 24.27
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Ishares Tr Core S&p Scp Etf (IJR) 2.6 $3.1M -17% 25k 124.31
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $2.8M 92k 30.68
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 2.4 $2.8M +70% 17k 163.58
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Ishares Tr National Mun Etf (MUB) 0.9 $1.1M 10k 106.15
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.8 $986k -10% 25k 39.44
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Vanguard Index Fds Large Cap Etf (VV) 0.8 $983k 3.3k 298.86
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $976k 20k 49.89
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $610k -4% 2.5k 248.01
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Lockheed Martin Corporation (LMT) 0.4 $456k -16% 754.00 604.39
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Wal-Mart Stores (WMT) 0.3 $359k 2.9k 124.28
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Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $319k -4% 3.3k 97.23
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $293k -12% 914.00 320.73
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Global X Fds S&p 500 Catholic (CATH) 0.2 $268k -57% 3.4k 78.15
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Apple (AAPL) 0.2 $256k -2% 1.0k 253.78
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Spdr Gold Tr Gold Shs (GLD) 0.2 $237k 550.00 430.29
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Ishares Gold Tr Ishares New (IAU) 0.2 $223k 2.5k 88.16
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $206k -2% 1.8k 111.37
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Past Filings by Journey Beyond Wealth

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