JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC - Portfolio Stock Holdings
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC disclosed 181 stock positions in a recent SEC 13F filing. $139,624,089 of stock holdings were filed, with the largest holdings including SPYG, NVDA, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
181Est. Stock Holding Value:
$139,624,089Top Stock Holdings By Sector
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Portfolio Stock Holdings - JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
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