JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC - Portfolio Stock Holdings
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC disclosed 160 stock positions in a recent SEC 13F filing. $128,346,416 of stock holdings were filed, with the largest holdings including SPYG, NVDA, and AMZN. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $187,318,571 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
160Est. Stock Holding Value:
$128,346,416Top Stock Holdings By Sector
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Portfolio Stock Holdings - JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
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