Journey Beyond Wealth, LLC Portfolio Holdings

Journey Beyond Wealth, LLC

  • $107 Billion
  • Q1 2025

Journey Beyond Wealth, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 29 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 $25.4B, Vanguard Ftse All World Ex Us with a value of $12.8B, Vanguard Extended Market ETF with a value of $11.1B, Vanguard Ftse Developed Market with a value of $6.32B, and Vanguard Value ETF with a value of $5.84B.

Examining the 13F form we can see an increase of $578M in the current position value, from $106B to 107B.

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 $107 Billion
ETFs: $102 Billion
Financial Services: $2.98 Billion
Technology: $650 Million
Industrials: $427 Million
Healthcare: $271 Million
Consumer Defensive: $264 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.4 Billion 23.77% of portfolio
49,491
Q1 2025 Added 2.97%
$0
$12.8 Billion 11.97% of portfolio
211,113
Q1 2025 Reduced 5.2%
$0
$11.1 Billion 10.34% of portfolio
64,226
Q1 2025 Added 4.1%
$0
$6.32 Billion 5.91% of portfolio
124,405
Q1 2025 Added 3.78%
$0
$5.84 Billion 5.46% of portfolio
33,818
Q1 2025 Added 0.91%
$0
$5.6 Billion 5.23% of portfolio
15,099
Q1 2025 Added 5.81%
$0
$5.4 Billion 5.05% of portfolio
193,242
Q1 2025 Added 5.42%
$0
$4.14 Billion 3.87% of portfolio
7,395
Q1 2025 Reduced 0.34%
$0
$3.86 Billion 3.61% of portfolio
36,955
Q1 2025 Added 6.73%
$0
$3.6 Billion 3.37% of portfolio
147,957
Q1 2025 Added 9.31%
$0
$3.44 Billion 3.22% of portfolio
19,832
Q1 2025 Added 5.41%
$0
$3.18 Billion 2.98% of portfolio
70,322
Q1 2025 Added 8.92%
$656B
$2.98 Billion 2.79% of portfolio
5,600
Q4 2024 New
$0
$2.84 Billion 2.65% of portfolio
72,095
Q1 2025 Added 6.46%
$0
$2.47 Billion 2.31% of portfolio
27,232
Q1 2025 Added 16.69%
$0
$1.47 Billion 1.37% of portfolio
29,592
Q1 2025 Reduced 15.16%
$0
$895 Million 0.84% of portfolio
3,481
Q1 2025 Added 0.06%
$0
$740 Million 0.69% of portfolio
25,416
Q1 2025 Added 40.81%
$0
$504 Million 0.47% of portfolio
2,528
Q1 2025 Reduced 2.54%
$0
$492 Million 0.46% of portfolio
7,290
Q4 2024 New
$125B
$427 Million 0.4% of portfolio
955
Q1 2025 Reduced 23.29%
$67.3B
$421 Million 0.39% of portfolio
2,883
Q1 2025 New
$0
$348 Million 0.32% of portfolio
1,265
Q1 2025 Added 13.45%
$0
$307 Million 0.29% of portfolio
2,656
Q1 2025 Added 11.97%
$0
$293 Million 0.27% of portfolio
3,448
Q4 2024 New
$285B
$271 Million 0.25% of portfolio
517
Q1 2025 Reduced 5.48%
$271B
$264 Million 0.25% of portfolio
3,006
Q1 2025 Reduced 20.46%
$3.24T
$229 Million 0.21% of portfolio
1,030
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $107 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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