StockDriftsStockDriftsTop 50 Journey Retirement Planning & Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 6.92% | 78.5K | $9.7M | +5.51%(+4.10K) | $105.67(+14.83%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 6.11% | 37.4K | $8.5M | -1.91%(-727) | $186.48(+16.42%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.56% | 9.7K | $5.0M | -0.82%(-80) | $488.15(+9.30%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.95% | 16.5K | $4.1M | -3.19%(-544) | $225.06(+16.61%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.81% | 11.4K | $3.9M | +5.73%(+618) | $283.13(+21.56%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 2.68% | 40.8K | $3.7M | -1.85%(-767) | $91.57(+0.00%) | 2026-09-30 | |
| META | META PLATFORMS INC | 2.37% | 4.6K | $3.3M | -13.96%(-740) | $697.24(+1.18%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.13% | 8.9K | $3.0M | +31.54%(+2.14K) | $275.51(+24.47%) | 2026-09-30 | |
| TSLA | TESLA INC | 1.92% | 7.6K | $2.7M | -18.07%(-1.67K) | $447.22(-17.70%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 1.8% | 7.4K | $2.5M | -7.90%(-634) | $278.67(+22.06%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.63% |
| Top 20 Holdings Unweighted | — | — | — | — | -3.76% |
Journey Retirement Planning & Investment Management LLC reports $139.65M in US-listed equity holdings across 170 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (6.9%), NVDA (6.1%) and MSFT (3.6%). The top 20 holdings account for 44.42% of reported assets. Its disclosed equity book has returned +0.63% cumulatively over 3 quarters. Figures reflect the Q3 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