Journey Beyond Wealth, LLC Portfolio Holdings by Sector
Journey Beyond Wealth, LLC
- $119 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO VEU VXF VEA VUG VTV SPY VWO 23 stocks |
$115 Million
96.61% of portfolio
|
  10  
|
  9  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.72 Million
2.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$427,942
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$363,061
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$293,927
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$211,316
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|