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Journey Beyond Wealth - Q4 2025 13F Filings

JO

Journey Beyond Wealth, LLC

CIK: 0002052989
Address: Georgia Roswell 300 Colonial Center Parkway Suite 100
$125.72 M
Portfolio Value
31
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. SCHD Schwab Us Dividend Equity Etf
+$2.52 M
2. VOO Vanguard S&P 500 Etf
+$1.82 M
3. VEA Vanguard Ftse Developed Markets Etf
+$571,161.25
4. VWO Vanguard Ftse Emerging Markets Etf
+$278,692.37
5. SCHO Schwab Short-Term Us Treasury Etf
+$244,236.85

Top Sells

Q4 2025
1. VEU Vanguard Ftse All-World Ex-Us Index Fund
−$1.36 M
2. VXF Vanguard Extended Market Etf
−$1.21 M
3. QTEC First Trust Nasdq 100 Tech I
−$779,016.19
4. NVO Novo Nordisk A/S
−$628,147
5. VUG Vanguard Growth Etf
−$569,332.63

Asset Allocation

Stocks/ETFs
+2.16%
$124.19 M 98.78%
Options
$0 0.00%
Debt
$0 0.00%
Other
+100.00%
$1.53 M 1.22%

Sector Allocation (Stocks)

Journey Beyond Wealth Q4 2025 Filing Summary

Journey Beyond Wealth, LLC filed its 13F report for Q4 2025 on January 22, 2026. The portfolio totaled 125.72 M reflecting a +3.42% change from the prior quarter, spanning 31 assets. The top 10 holdings comprised 80.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Journey Beyond Wealth’s Q4 2025 Filing

Journey Beyond Wealth submitted their Form 13F-HR for the Q4 2025 period on 01/22/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Journey Beyond Wealth reported a managed portfolio value of 125.72 M, consisting of 31 individual positions.

This page displays the raw filing documents. To see which stocks Journey Beyond Wealth bought or sold during Q4 2025, please visit Journey Beyond Wealth's Portfolio Analysis page.