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JOURNEY BEYOND WEALTH, LLC
JOURNEY BEYOND WEALTH, LLC
Latest filing: 2026-06-30
JOURNEY BEYOND WEALTH, LLC runs JOURNEY BEYOND WEALTH, LLC and currently holds 30 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $128.06M. Their top holdings are VOO, VEU, VXF, VEA, VTV. The top five represent 59.1% of reported portfolio weight. JOURNEY BEYOND WEALTH, LLC ranks #774 out of 1000 investors tracked by Alpha Score. In the most recent quarter, JOURNEY BEYOND WEALTH, LLC initiated 2 new positions. They added to 5 existing positions. They trimmed 18 positions. Their current best-performing preview position is QTEC with returns of +54.96%.
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30 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 26.89% | $544.26 | $703.77 | +29.31% | Trimmed -4.38% |
 VEU VANGUARD INTL EQUITY INDEX F | 12.46% | $59.50 | $85.70 | +44.03% | Trimmed -9.40% |
 VXF VANGUARD INDEX FDS | 7.46% | $189.28 | $245.51 | +29.70% | Trimmed -6.88% |
 VEA VANGUARD TAX-MANAGED FDS | 6.65% | $49.15 | $73.43 | +49.40% | Trimmed -1.89% |
 VTV VANGUARD INDEX FDS | 5.65% | $170.03 | $226.35 | +33.12% | Trimmed -0.17% |
 VUG VANGUARD INDEX FDS | 5.62% | $68.59 | $87.49 | +27.56% | Added +494.90% |
 VWO VANGUARD INTL EQUITY INDEX F | 4.23% | $45.82 | $60.45 | +31.93% | Trimmed -2.48% |
 SPY STATE STR SPDR S&P 500 ETF T | 4.09% | $586.08 | $765.62 | +30.63% | Trimmed -2.93% |
 QTEC FIRST TR EXCHANGE-TRADED FD | 4.06% | $190.23 | $314.19 | +65.16% | Trimmed -4.72% |
 IGM ISHARES TR | 3.48% | $103.94 | $158.86 | +52.84% | Trimmed -8.56% |
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