StockDriftsStockDriftsTop 50 Journey Retirement Planning & Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 6.9% | 74.4K | $8.9M | +5.56%(+3.92K) | $105.67(+16.20%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.94% | 38.1K | $7.6M | +1.63%(+612) | $186.48(+18.22%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.17% | 17.1K | $4.1M | +2.40%(+400) | $225.06(+22.16%) | 2026-06-30 | |
| TSLA | TESLA INC | 3.03% | 9.2K | $3.9M | -2.71%(-257) | $447.22(-25.80%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.01% | 10.8K | $3.9M | +3.33%(+348) | $279.26(+25.86%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.97% | 41.6K | $3.8M | +5.29%(+2.09K) | $91.57(-0.09%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.84% | 9.8K | $3.6M | +10.35%(+917) | $488.15(+2.99%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.33% | 5.3K | $3.0M | -6.62%(-376) | $697.24(-14.41%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.21% | 8.0K | $2.8M | -4.20%(-352) | $278.67(+25.77%) | 2026-06-30 | |
| V | VISA INC | 2.08% | 7.8K | $2.7M | -9.01%(-770) | $346.04(+4.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -3.06% |
| Top 20 Holdings Unweighted | — | — | — | — | -4.81% |
Journey Retirement Planning & Investment Management LLC reports $128.35M in US-listed equity holdings across 154 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (6.9%), NVDA (5.9%) and AMZN (3.2%). The top 20 holdings account for 46.54% of reported assets. Its disclosed equity book has returned -3.06% cumulatively over 2 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 Retirement Planning & Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2122180). View Journey Retirement Planning & Investment Management LLC’s 13F filings on SEC