StockDriftsStockDriftsTop 30 Journey Beyond Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 26.89% | 50.1K | $34.4M | -4.38%(-2.30K) | $538.10(+32.14%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 12.46% | 190.5K | $16.0M | -9.40%(-19.76K) | $61.04(+39.75%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 7.46% | 38.8K | $9.6M | -6.88%(-2.87K) | $185.79(+33.02%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.65% | 119.5K | $8.5M | -1.89%(-2.30K) | $51.12(+42.76%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.65% | 33.2K | $7.2M | -0.17%(-55) | $172.21(+31.12%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.62% | 83.5K | $7.2M | -0.85%(-716) | $66.54(+33.85%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.23% | 90.7K | $5.4M | -2.48%(-2.31K) | $46.62(+29.58%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.09% | 7.0K | $5.2M | -2.93%(-212) | $579.92(+33.39%) | 2026-06-30 | |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 4.06% | 15.6K | $5.2M | -4.72%(-770) | $192.55(+64.22%) | 2026-06-30 | |
| IGM | ISHARES TR | 3.48% | 27.3K | $4.5M | -8.56%(-2.55K) | $101.28(+60.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.33% |
Journey Beyond Wealth, LLC reports $128.06M in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are VOO (26.9%), VEU (12.5%) and VXF (7.5%). The top 20 holdings account for 97.61% of reported assets. Its disclosed equity book has returned +32.73% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Journey Beyond Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052989). View Journey Beyond Wealth, LLC’s 13F filings on SEC