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CIK: 0002052989
Total reported value
$128.1M
$128.1M
31 檔
59.4%
During the Q4 2025 filing period, Journey Beyond Wealth, LLC (CIK: 0002052989) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $128.1M across 31 reported positions.
Journey Beyond Wealth, LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 3 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.16% | -0.02% | +5.85% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 14.22% | -1.10% | -7.05% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.20% | +0.10% | -10.50% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.58% | -0.05% | +7.41% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.30% | +0.35% | -7.88% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 5.02% | +0.05% | +0.19% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.10% | -0.09% | +5.72% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.96% | +0.05% | -0.20% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.56% | -0.40% | +3.13% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.85% | +0.02% | -13.30% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.80% | +0.44% | -11.34% | |
| 12 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 2.70% | +1.03% | -18.64% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.65% | -0.34% | +7.91% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.24% | — | — | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.01% | -0.19% | — | |
| 16 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.22% | +0.09% | — | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.85% | -0.07% | — | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 0.84% | -0.05% | +1.09% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 0.82% | +0.04% | +0.03% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.79% | -0.07% | -2.45% | |
| 21 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.53% | +0.12% | +16.71% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | +0.06% | +2.06% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.35% | -0.09% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | +0.01% | +2.26% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.26% | — | — | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.05% | -3.49% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.22% | — | -8.66% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | — | +0.90% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.04% | — | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.17% | +0.01% | -1.25% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.16% | -0.19% | EXIT |
According to official SEC Form 13F filings, Journey Beyond Wealth, LLC reported a total U.S. public equity portfolio value of $128.1M across 31 disclosed positions in Q4 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 59.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHD
市值: $2.5M
Top Position Liquidated / Trimmed
NVO
前期市值: $628.1K
During Q4 2025, Journey Beyond Wealth, LLC's top holdings by market value included VOO (26.2%)、VEU (14.2%)、VXF (8.2%). The largest single position, VOO, represented 26.2% of total portfolio value.
In Q4 2025, Journey Beyond Wealth, LLC made 30 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 11 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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