Journey Beyond Wealth, LLC - Portfolio Stock Holdings

Journey Beyond Wealth, LLC disclosed 31 stock positions in a recent SEC 13F filing. $128,057,602 of stock holdings were filed, with the largest holdings including VOO, VEU, and VXF. This filing represented positions held on June 30, 2026, and was filed yesterday.

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.