Journey Beyond Wealth, LLC - Portfolio Stock Holdings
Journey Beyond Wealth, LLC disclosed 35 stock positions in a recent SEC 13F filing. $131,978,068 of stock holdings were filed, with the largest holdings including VOO, VEU, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $250,267,449 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
35Est. Stock Holding Value:
$131,978,068Top Stock Holdings By Sector
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Portfolio Stock Holdings - Journey Beyond Wealth, LLC
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% of Portfolio
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