Journey Beyond Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Journey Beyond Wealth, LLC reported 30 stock positions worth $106.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 24.3% of the portfolio, followed by Vanguard Ftse All-World Ex-U (VEU, 12.0%) and Vanguard Extended Market ETF (VXF, 11.0%).
- Most Recent 13F
- Q2 2026
- Location
- ROSWELL, GA
- CIK
- 0002052989
- Portfolio Value
- $106.4M (Q4 2024)
- SEC Filing
- 0001085146-25-001019 ↗ filed Feb 12, 2025
Holdings Value
Holdings 30 stocks · $106.4M
| VOO Vanguard S&P 500 ETF | 24.34% | 48,062 | $25.9M | — |
| VEU Vanguard Ftse All-World Ex-U | 12.02% | 222,698 | $12.8M | — |
| VXF Vanguard Extended Market ETF | 11.02% | 61,699 | $11.7M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.50% | 14,270 | $5.9M | — |
| VEA Vanguard Ftse Developed ETF | 5.39% | 119,879 | $5.7M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.33% | 33,513 | $5.7M | — |
| SCHD Schwab US DVD Equity ETF | 4.71% | 183,299 | $5.0M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.09% | 7,420 | $4.3M | — |
| IJR iShares Core S&P Small-Cap E | 3.75% | 34,626 | $4.0M | — |
| QTEC First Trust Nasdq 100 Tech I | 3.33% | 18,814 | $3.5M | — |
| SCHO Schwab Short-Term US Treas | 3.06% | 135,361 | $3.3M | — |
| VWO Vanguard Ftse Emerging Marke | 2.67% | 64,561 | $2.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.39% | 5,600 | $2.5M | — |
| DFIV Dimensional International Va | 2.26% | 67,718 | $2.4M | — |
| IGM iShares Expanded Tech Sector | 2.24% | 23,337 | $2.4M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.64% | 34,881 | $1.7M | — |
| MUB iShares National Muni Bond E | 1.27% | 12,680 | $1.4M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.88% | 3,479 | $938K | — |
| LMT Lockheed Martin Corp. | 0.57% | 1,245 | $605K | — |
| IWM iShares Russell 2000 ETF | 0.54% | 2,594 | $573K | — |
| CATH Global X S&P 500 Ca Val ETF | 0.49% | 7,290 | $516K | — |
| DISV Dimensional International SM | 0.45% | 18,050 | $480K | — |
| WMT Walmart Inc. | 0.32% | 3,779 | $341K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 1,115 | $323K | — |
| IWR iShares Russell Mid-Cap ETF | 0.29% | 3,448 | $305K | — |
| UNH Unitedhealth Group Inc. | 0.26% | 547 | $277K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.26% | 2,372 | $272K | — |
| AAPL Apple Inc. | 0.24% | 1,030 | $258K | — |
| IAU iShares Gold Trust | 0.22% | 4,759 | $236K | — |
| SCHA Schwab US Small-Cap ETF | 0.19% | 7,881 | $204K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $128.1M | VOO, VEU, VXF, VEA, VTV |
| Q1 2026 | 29 | $116.4M | VOO, VEU, VXF, VEA, VTV |
| Q4 2025 | 31 | $125.7M | VOO, VEU, VXF, VEA, VUG |
| Q3 2025 | 30 | $121.6M | VOO, VEU, VXF, VEA, VUG |
| Q2 2025 | 28 | $118.6M | VOO, VEU, VXF, VEA, VUG |
| Q1 2025 | 29 | $107.0M | VOO, VEU, VXF, VEA, VTV |
| Q4 2024 | 30 | $106.4M | VOO, VEU, VXF, VUG, VEA |