Journey Beyond Wealth, LLC Top Holdings and 13F Report (2025) About Journey Beyond Wealth, LLCInvestment ActivityJourney Beyond Wealth, LLC has $106.41 million in total holdings as of December 31, 2024.Journey Beyond Wealth, LLC owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $25,896,084Vanguard FTSE All-World ex-US ETF $12,785,116Vanguard Extended Market ETF $11,721,600Vanguard Growth ETF $5,856,979Vanguard FTSE Developed Markets ETF $5,732,635 Sector AllocationMap of 500 Largest Holdings ofJourney Beyond Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$25,896,08448,06224.3%ETFVEUVanguard FTSE All-World ex-US ETF$12,785,116222,69812.0%ETFVXFVanguard Extended Market ETF$11,721,60061,69911.0%ETFVUGVanguard Growth ETF$5,856,97914,2705.5%ETFVEAVanguard FTSE Developed Markets ETF$5,732,635119,8795.4%ETFVTVVanguard Value ETF$5,673,75133,5135.3%ETFSCHDSchwab US Dividend Equity ETF$5,007,735183,2994.7%ETFSPYSPDR S&P 500 ETF Trust$4,348,7147,4204.1%FinanceIJRiShares Core S&P Small-Cap ETF$3,989,60634,6263.7%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$3,542,29218,8143.3%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$3,256,796135,3613.1%ETFVWOVanguard FTSE Emerging Markets ETF$2,843,26564,5612.7%ETFBRK.BBerkshire Hathaway$2,538,3685,6002.4%FinanceDFIVDimensional International Value ETF$2,402,63067,7182.3%ETFIGMiShares Expanded Tech Sector ETF$2,382,42523,3372.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,748,58534,8811.6%ETFMUBiShares National Muni Bond ETF$1,351,05412,6801.3%ETFVVVanguard Large-Cap ETF$938,4173,4790.9%ETFLMTLockheed Martin$604,9491,2450.6%AerospaceIWMiShares Russell 2000 ETF$573,2012,5940.5%FinanceCATHGlobal X S&P 500 Catholic Values ETF$516,4247,2900.5%ManufacturingDISVDimensional International Small Cap Value ETF$479,57618,0500.5%ETFWMTWalmart$341,4333,7790.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$323,1961,1150.3%ETFIWRiShares Russell Mid-Cap ETF$304,8043,4480.3%ETFUNHUnitedHealth Group$276,7065470.3%MedicalVSSVanguard FTSE All-World ex-US Small-Cap ETF$271,5632,3720.3%ETFAAPLApple$257,9221,0300.2%Computer and TechnologyIAUiShares Gold Trust$235,6194,7590.2%FinanceSCHASchwab US Small-Cap ETF$203,8037,8810.2%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
