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RBB shares owned by Journey Strategic Wealth

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Journey Strategic Wealth from 13F filings

Historical chart of Journey Strategic Wealth investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $55M 1.1M 50.00

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
RBB Us Treas 3 Mnth (TBIL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Pepsi (PEP)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Journey Strategic Wealth

Top funds holding RBB

LPL Financial
Morgan Stanley
Raymond James Financial
Stifel Financial
Wealth Enhancement Advisory Services
Wells Fargo & Company
Obermeyer Asset Management
Journey Strategic Wealth
Total Investment Management
Benjamin Edwards
Envestnet Asset Management
Commonwealth Equity Services
F/M Investments
Mml Investors Services
UBS Group

View all funds holding RBB