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Journey Beyond Wealth - Q1 2026 13F Filings

JO

Journey Beyond Wealth, LLC

CIK: 0002052989
Address: Georgia Roswell 300 Colonial Center Parkway Suite 100
$116.43 M
Portfolio Value
29
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. GRID First Trst Nasd Cl Edg Sgiif
+$2.8 M
2. QTEC First Trust Nasdq 100 Tech I
+$335,623.63
3. IGM Ishares Expanded Tech Sector Etf
+$304,215.23
4. VUG Vanguard Growth Etf
+$168,164.17
5. VTV Vanguard Value Etf
+$40,417.26

Top Sells

Q1 2026
1. BRK.B Berkshire Hathaway
−$2.81 M
2. VEU Vanguard Ftse All-World Ex-Us Index Fund
−$2.46 M
3. VXF Vanguard Extended Market Etf
−$1.57 M
4. VEA Vanguard Ftse Developed Markets Etf
−$685,397.23
5. IJR Ishares Core S&P Small Cap Etf
−$638,838.82

Asset Allocation

Stocks/ETFs
-6.25%
$116.43 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Journey Beyond Wealth Q1 2026 Filing Summary

Journey Beyond Wealth, LLC filed its 13F report for Q1 2026 on April 28, 2026. The portfolio totaled 116.43 M reflecting a -7.39% change from the prior quarter, spanning 29 assets. The top 10 holdings comprised 80.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Journey Beyond Wealth’s Q1 2026 Filing

Journey Beyond Wealth submitted their Form 13F-HR for the Q1 2026 period on 04/28/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Journey Beyond Wealth reported a managed portfolio value of 116.43 M, consisting of 29 individual positions.

This page displays the raw filing documents. To see which stocks Journey Beyond Wealth bought or sold during Q1 2026, please visit Journey Beyond Wealth's Portfolio Analysis page.