StockDriftsStockDriftsTop 50 Journey Strategic Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 42.46% | 7.00M | $1.71B | -0.77%(-54.06K) | $159.43(+44.53%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 11.53% | 714.2K | $464.5M | -2.40%(-17.58K) | $460.55(+61.18%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.66% | 533.9K | $348.8M | -1.91%(-10.40K) | $482.40(+54.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.53% | 878.2K | $222.9M | +1.33%(+11.56K) | $166.44(+79.56%) | 2026-03-31 | |
| TBIL | RBB FD INC | 1.03% | 832.6K | $41.5M | -21.93%(-233.81K) | $50.00(-0.18%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 0.98% | 66.1K | $39.5M | +69.43%(+27.08K) | $524.35(+30.14%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.98% | 106.5K | $39.4M | -2.62%(-2.87K) | $384.92(+5.27%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.97% | 224.2K | $39.1M | +14.68%(+28.69K) | $106.31(+112.42%) | 2026-03-31 | |
| PEP | PEPSICO INC | 0.85% | 219.3K | $34.1M | -0.27%(-583) | $161.33(-7.48%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 0.79% | 563.1K | $31.9M | +8.19%(+42.65K) | $52.30(+15.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.10% | +52.48% | — | — | +36.30% |
| Top 20 Holdings Unweighted | +12.67% | +43.05% | — | — | +17.14% |
Journey Strategic Wealth Llc reports $4.03B in US-listed equity holdings across 821 positions in its most recent 13F filing. Its largest disclosed positions are JNJ (42.5%), SPY (11.5%) and IVV (8.7%). The top 20 holdings account for 79.54% of reported assets. Its disclosed equity book has returned +52.48% on a three-year cumulative basis. Figures reflect the Q1 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 Strategic Wealth Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909316). View Journey Strategic Wealth Llc’s 13F filings on SEC