Journey Beyond Wealth, LLC Portfolio Holdings

Journey Beyond Wealth, LLC

  • $122 Billion
  • Q3 2025

Journey Beyond Wealth, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $30.3B, Vanguard Ftse All World Ex Us with a value of $18.7B, Vanguard Extended Market ETF with a value of $11.5B, Vanguard Ftse Developed Market with a value of $7.39B, and Vanguard Growth ETF with a value of $7.11B.

Examining the 13F form we can see an increase of $2.99B in the current position value, from $119B to 122B.

Journey Beyond Wealth, LLC is based out at Roswell, GA

Below you can find more details about Journey Beyond Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $117 Billion
Financial Services: $2.82 Billion
Healthcare: $628 Million
Industrials: $451 Million
Consumer Defensive: $310 Million
Technology: $288 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.3 Billion 24.96% of portfolio
49,542
Q3 2025 Reduced 4.31%
$0
$18.7 Billion 15.35% of portfolio
261,482
Q3 2025 Reduced 2.54%
$0
$11.5 Billion 9.48% of portfolio
55,054
Q3 2025 Reduced 7.44%
$0
$7.39 Billion 6.08% of portfolio
123,377
Q3 2025 Reduced 3.36%
$0
$7.11 Billion 5.85% of portfolio
14,818
Q3 2025 Reduced 10.14%
$0
$6.15 Billion 5.06% of portfolio
32,992
Q3 2025 Reduced 8.91%
$0
$4.91 Billion 4.04% of portfolio
90,694
Q3 2025 Reduced 0.77%
$0
$4.88 Billion 4.01% of portfolio
7,320
Q3 2025 Reduced 0.95%
$0
$4.17 Billion 3.43% of portfolio
18,151
Q3 2025 Reduced 8.34%
$0
$4.09 Billion 3.37% of portfolio
34,440
Q3 2025 Reduced 5.3%
$0
$4.01 Billion 3.3% of portfolio
86,849
Q3 2025 Added 3.69%
$0
$3.87 Billion 3.19% of portfolio
30,746
Q3 2025 Reduced 7.2%
$0
$3.09 Billion 2.54% of portfolio
126,768
Q3 2025 Added 6.53%
$0
$1.06 Billion 0.88% of portfolio
10,000
Q3 2025 Reduced 21.14%
$0
$1.01 Billion 0.83% of portfolio
20,219
Q3 2025 Added 9.08%
$0
$1 Billion 0.83% of portfolio
3,258
Q3 2025 Reduced 6.41%
$0
$612 Million 0.5% of portfolio
2,528
Q1 2025 Reduced 2.54%
$0
$566 Million 0.47% of portfolio
6,977
Q3 2025 Reduced 1.8%
$0
$334 Million 0.27% of portfolio
1,017
Q3 2025 Reduced 14.9%
$0
$333 Million 0.27% of portfolio
3,448
Q4 2024 New
$0
$276 Million 0.23% of portfolio
1,936
Q3 2025 Added 3.53%
$0
$260 Million 0.21% of portfolio
11,159
Q3 2025 Added 13.65%
$0
$219 Million 0.18% of portfolio
1,923
Q3 2025 New
$0
$206 Million 0.17% of portfolio
7,401
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $122 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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