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CIK: 0002052989
Total reported value
$128.1M
$128.1M
30 檔
58.6%
According to the latest 13F quarterly dataset, Journey Beyond Wealth, LLC managed an equity portfolio of $128.1M at the end of Q3 2025, spanning 30 distinct U.S. exchange-listed positions.
In Q3 2025, Journey Beyond Wealth, LLC adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEU, VXF) accounted for 58.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
NVO
市值: $628.1K
Top Position Liquidated / Trimmed
SCHD
前期市值: $5.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.96% | -0.02% | -4.31% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 15.35% | -1.10% | -2.54% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 9.48% | +0.10% | -7.44% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.08% | -0.05% | -3.36% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.85% | +0.35% | -10.14% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 5.06% | +0.05% | -8.91% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.04% | -0.09% | -0.77% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.01% | +0.05% | -0.95% | |
| 9 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 3.43% | +1.03% | -8.34% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.37% | +0.02% | -5.30% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 3.30% | -0.40% | +3.69% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 3.19% | +0.44% | -7.20% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.54% | -0.34% | +6.53% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.32% | — | — | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | -0.07% | -21.14% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.83% | -0.07% | +9.08% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 0.83% | +0.04% | -6.41% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 0.81% | -0.05% | +8.17% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.52% | — | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.06% | — | |
| 21 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.47% | +0.12% | -1.80% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.37% | -0.09% | -2.16% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | +0.01% | -14.90% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.27% | — | — | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.05% | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.24% | — | +9.90% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.23% | — | +3.53% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.21% | — | +13.65% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.18% | +0.01% | — | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.17% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +3.4% | -2.54% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.2% | -4.31% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +1.1% | -0.77% | Add |
| 4 | IGM | Ishares Expanded Tech Sector | +0.9% | -7.20% | Add |
| 5 | DFIV | Dimensional International Va | +0.7% | +3.69% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.6% | -10.14% | Trim |
| 7 | QTEC | First Trust Nasdq 100 Tech I | +0.2% | -8.34% | Trim |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | -3.36% | Trim |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.95% | Trim |
| 10 | DISV | Dimensional International Sm | +0.1% | +8.17% | Add |
| 11 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 12 | AAPL | Apple Inc | 0% | +9.90% | Add |
| 13 | CATH | Global X S&p 500 Ca Val ETF | 0% | -1.80% | Trim |
| 14 | WMT | Walmart Inc | — | — | Unchanged |
| 15 | IWR | Ishares Russell Mid-cap ETF | — | — | Unchanged |
| 16 | VV | Vanguard Large-cap ETF | 0% | -6.41% | Trim |
| 17 | LMT | Lockheed Martin CORP | 0% | -2.16% | Trim |
| 18 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -14.90% | Trim |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | -0.1% | +3.53% | Trim |
| 20 | IJR | Ishares Core S&p Small-cap E | -0.2% | -5.30% | Trim |
| 21 | MUB | Ishares National Muni Bond E | -0.4% | -21.14% | Trim |
| 22 | VTV | Vanguard Value ETF | -0.4% | -8.91% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | — | Unchanged |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | -0.5% | +9.08% | Trim |
| 25 | SCHO | Schwab Short-term US Treas | -0.8% | +6.53% | Trim |
| 26 | VXF | Vanguard Extended Market ETF | -0.9% | -7.44% | Trim |
| 27 | SCHD | Schwab US Dvd Equity ETF | — | EXIT | Sold out |
| 28 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 29 | SNOW | Snowflake Inc | — | EXIT | Sold out |
| 30 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 31 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 32 | EFG | Ishares Msci Eafe Growth ETF | — | NEW | New buy |
| 33 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Journey Beyond Wealth, LLC reported a total U.S. public equity portfolio value of $128.1M across 30 disclosed positions in Q3 2025.
During Q3 2025, Journey Beyond Wealth, LLC's top holdings by market value included VOO (25.0%)、VEU (15.3%)、VXF (9.5%). The largest single position, VOO, represented 25.0% of total portfolio value.
In Q3 2025, Journey Beyond Wealth, LLC made 29 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 15 holdings, and fully liquidating 3 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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