Journey Beyond Wealth, LLC Portfolio Holdings

Journey Beyond Wealth, LLC

  • $126 Billion
  • Q4 2025

Journey Beyond Wealth, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 31 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 $32.9B, Vanguard Ftse All World Ex Us with a value of $17.9B, Vanguard Extended Market ETF with a value of $10.3B, Vanguard Ftse Developed Market with a value of $8.28B, and Vanguard Growth ETF with a value of $6.66B.

Examining the 13F form we can see an increase of $4.16B in the current position value, from $122B to 126B.

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 $126 Billion
ETFs: $122 Billion
Financial Services: $2.81 Billion
Industrials: $437 Million
Consumer Defensive: $323 Million
Technology: $281 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$2.81 Billion 2.24% of portfolio
5,600
Q4 2024 New
$123B
$437 Million 0.35% of portfolio
904
Q3 2025 Reduced 2.16%
$279B
$323 Million 0.26% of portfolio
2,901
Q4 2025 Reduced 3.49%
$4.3T
$281 Million 0.22% of portfolio
1,034
Q4 2025 Reduced 8.66%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $126 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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