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 59.10% of Journey Beyond Wealth's stock portfolio.
  • Added to shares of these 7 stocks: VUG (+$6.0M), SUB, VSGX, CATH, DISV, EFG, VV.
  • Started 2 new stock positions in SUB, VSGX.
  • Reduced shares in these 10 stocks: VEU, VOO, VXF, IGM, IJR, QTEC, IAU, DFIV, VEA, SPY.
  • Sold out of its position in IAU.
  • Journey Beyond Wealth was a net buyer of stock by $644k.
  • Journey Beyond Wealth has $128M in assets under management (AUM), dropping by 9.98%.
  • Central Index Key (CIK): 0002052989

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Portfolio Holdings for Journey Beyond Wealth

Journey Beyond Wealth holds 30 positions in its portfolio as reported in the June 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 $34M -4% 50k 686.81
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.5 $16M -9% 191k 83.75
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Vanguard Index Fds Extend Mkt Etf (VXF) 7.5 $9.6M -6% 39k 246.21
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.7 $8.5M 120k 71.25
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Vanguard Index Fds Value Etf (VTV) 5.7 $7.2M 33k 217.93
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Vanguard Index Fds Growth Etf (VUG) 5.6 $7.2M +494% 84k 86.14
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.2 $5.4M -2% 91k 59.69
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.1 $5.2M -2% 7.0k 746.77
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First Tr Exchange-traded SHS (QTEC) 4.1 $5.2M -4% 16k 334.68
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Ishares Tr Expnd Tec Sc Etf (IGM) 3.5 $4.5M -8% 27k 163.58
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Dimensional Etf Trust Internatnal Val (DFIV) 3.3 $4.3M -3% 79k 54.02
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Ishares Tr Core S&p Scp Etf (IJR) 2.7 $3.4M -7% 23k 148.31
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 2.5 $3.2M -2% 17k 191.75
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.4 $3.1M -2% 129k 24.14
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.2 $2.8M -2% 90k 31.71
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Vanguard Index Fds Large Cap Etf (VV) 0.9 $1.1M 3.3k 343.90
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Ishares Tr National Mun Etf (MUB) 0.8 $1.1M 10k 107.62
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.8 $1.0M 26k 40.13
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $983k 19k 50.58
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Ishares Tr Russell 2000 Etf (IWM) 0.6 $739k 2.5k 300.47
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Global X Fds S&p 500 Catholic (CATH) 0.3 $445k +46% 5.0k 88.50
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Lockheed Martin Corporation (LMT) 0.3 $384k 754.00 509.46
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Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $351k -3% 3.2k 110.32
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $337k 911.00 370.08
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Wal-Mart Stores (WMT) 0.3 $327k 2.9k 113.26
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Apple (AAPL) 0.2 $285k -2% 986.00 289.35
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $252k NEW 2.4k 106.46
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Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $249k NEW 3.0k 82.34
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $240k +4% 1.9k 124.42
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Spdr Gold Tr Gold Shs (GLD) 0.2 $203k 550.00 368.38
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Past Filings by Journey Beyond Wealth

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