Journey Beyond Wealth, LLC Top Holdings and 13F Report (2025) About Journey Beyond Wealth, LLCInvestment ActivityJourney Beyond Wealth, LLC has $106.98 million in total holdings as of March 31, 2025.Journey Beyond Wealth, LLC owns shares of 29 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 1.54% of the portfolio was sold this quarter.This quarter, Journey Beyond Wealth, LLC has purchased 30 new stocks and bought additional shares in 16 stocks.Journey Beyond Wealth, LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $25,433,669Vanguard FTSE All-World ex-US ETF $12,806,118Vanguard Extended Market ETF $11,063,598Vanguard FTSE Developed Markets ETF $6,323,484Vanguard Value ETF $5,841,722 Largest New Holdings this Quarter 833445109 - Snowflake $421,380 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 1,429 shares (about $734.37K)Vanguard Extended Market ETF 2,527 shares (about $435.30K)Snowflake 2,883 shares (about $421.38K)iShares Expanded Tech Sector ETF 3,895 shares (about $353.15K)Vanguard Growth ETF 829 shares (about $307.41K) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 11,585 shares (about $702.75K)Vanguard Tax-Exempt Bond ETF 5,289 shares (about $262.44K)Lockheed Martin 290 shares (about $129.54K)Walmart 773 shares (about $67.86K)UnitedHealth Group 30 shares (about $15.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJourney Beyond Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$25,433,669$734,370 ▲3.0%49,49123.8%ETFVEUVanguard FTSE All-World ex-US ETF$12,806,118$702,746 ▼-5.2%211,11312.0%ETFVXFVanguard Extended Market ETF$11,063,598$435,302 ▲4.1%64,22610.3%ETFVEAVanguard FTSE Developed Markets ETF$6,323,484$230,056 ▲3.8%124,4055.9%ETFVTVVanguard Value ETF$5,841,722$52,686 ▲0.9%33,8185.5%ETFVUGVanguard Growth ETF$5,599,012$307,410 ▲5.8%15,0995.2%ETFSCHDSchwab US Dividend Equity ETF$5,403,043$278,006 ▲5.4%193,2425.1%ETFSPYSPDR S&P 500 ETF Trust$4,136,690$13,985 ▼-0.3%7,3953.9%FinanceIJRiShares Core S&P Small-Cap ETF$3,864,424$243,546 ▲6.7%36,9553.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$3,601,283$306,587 ▲9.3%147,9573.4%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$3,442,040$176,684 ▲5.4%19,8323.2%ManufacturingVWOVanguard FTSE Emerging Markets ETF$3,182,772$260,743 ▲8.9%70,3223.0%ETFBRK.BBerkshire Hathaway$2,982,4480.0%5,6002.8%FinanceDFIVDimensional International Value ETF$2,837,654$172,278 ▲6.5%72,0952.7%ETFIGMiShares Expanded Tech Sector ETF$2,469,081$353,153 ▲16.7%27,2322.3%ETFVTEBVanguard Tax-Exempt Bond ETF$1,468,356$262,440 ▼-15.2%29,5921.4%ETFMUBiShares National Muni Bond ETF$1,336,9800.0%12,6801.2%ETFVVVanguard Large-Cap ETF$894,780$514 ▲0.1%3,4810.8%ETFDISVDimensional International Small Cap Value ETF$740,100$214,494 ▲40.8%25,4160.7%ETFIWMiShares Russell 2000 ETF$504,338$13,167 ▼-2.5%2,5280.5%FinanceCATHGlobal X S&P 500 Catholic Values ETF$492,3670.0%7,2900.5%ManufacturingLMTLockheed Martin$426,601$129,544 ▼-23.3%9550.4%AerospaceSNOWSnowflake$421,380$421,380 ▲New Holding2,8830.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$347,645$41,223 ▲13.5%1,2650.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$307,050$32,832 ▲12.0%2,6560.3%ETFIWRiShares Russell Mid-Cap ETF$293,3220.0%3,4480.3%ETFUNHUnitedHealth Group$270,779$15,713 ▼-5.5%5170.3%MedicalWMTWalmart$263,897$67,862 ▼-20.5%3,0060.2%Retail/WholesaleAAPLApple$228,7840.0%1,0300.2%Computer and TechnologyIAUiShares Gold Trust$0$235,619 ▼-100.0%00.0%FinanceSCHASchwab US Small-Cap ETF$0$203,803 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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