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CIK: 0002052989
Total reported value
$128.1M
$128.1M
28 檔
57.3%
In Q2 2025, Journey Beyond Wealth, LLC's U.S. equity holdings reached a combined market value of $128.1M, distributed across 28 disclosed stock positions.
During Q2 2025, Journey Beyond Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.80% | -0.02% | +4.61% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 15.21% | -1.10% | +27.09% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 9.67% | +0.10% | -7.39% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.14% | -0.05% | +2.63% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 6.10% | +0.35% | +9.22% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 5.40% | +0.05% | +7.10% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.85% | +0.05% | -0.07% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.81% | -0.09% | +29.96% | |
| 9 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 3.55% | +1.03% | -0.15% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.35% | +0.02% | -1.59% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 3.14% | +0.44% | +21.67% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 3.03% | -0.40% | +16.17% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.45% | -0.34% | -19.58% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.29% | — | — | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.12% | -0.07% | — | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.12% | -0.19% | -74.18% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 0.84% | +0.04% | — | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.77% | -0.07% | -37.36% | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 0.71% | -0.05% | +0.33% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.06% | — | |
| 21 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.45% | +0.12% | -2.54% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.36% | -0.09% | -3.25% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.01% | -5.53% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.27% | — | — | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.05% | — | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.21% | — | -29.59% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.18% | — | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.18% | — | — |
According to official SEC Form 13F filings, Journey Beyond Wealth, LLC reported a total U.S. public equity portfolio value of $128.1M across 28 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEU, VXF) accounted for 57.3% of total reported equity market value during Q2 2025.
During Q2 2025, Journey Beyond Wealth, LLC's top holdings by market value included VOO (24.8%)、VEU (15.2%)、VXF (9.7%). The largest single position, VOO, represented 24.8% of total portfolio value.
In Q2 2025, Journey Beyond Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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