Journey Beyond Wealth, LLC Portfolio Holdings

Journey Beyond Wealth, LLC

  • $119 Billion
  • Q2 2025

Journey Beyond Wealth, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 28 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 $29.4B, Vanguard Ftse All World Ex Us with a value of $18B, Vanguard Extended Market ETF with a value of $11.5B, Vanguard Ftse Developed Market with a value of $7.28B, and Vanguard Growth ETF with a value of $7.23B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $107B to 119B.

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 $119 Billion
ETFs: $115 Billion
Financial Services: $2.72 Billion
Industrials: $428 Million
Consumer Defensive: $294 Million
Technology: $211 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $119 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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