Journey Beyond Wealth, LLC
CIK: 0002052989SEC EDGAR →
Portfolio Value
$125.7M
Holdings
31
As of
Q4 2025
New Positions
31
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 52,441 | $32.9M | 26.16% |
| 2 | VANGUARD INTL EQUITY INDEX F | 243,036 | $17.9M | 14.22% |
| 3 | VANGUARD INDEX FDS | 49,272 | $10.3M | 8.20% |
| 4 | VANGUARD TAX-MANAGED FDS | 132,520 | $8.3M | 6.58% |
| 5 | VANGUARD INDEX FDS | 13,651 | $6.7M | 5.30% |
| 6 | VANGUARD INDEX FDS | 33,055 | $6.3M | 5.02% |
| 7 | VANGUARD INTL EQUITY INDEX F | 95,878 | $5.2M | 4.10% |
| 8 | SPDR S&P 500 ETF TR | 7,305 | $5.0M | 3.96% |
| 9 | DIMENSIONAL ETF TRUST | 89,570 | $4.5M | 3.55% |
| 10 | ISHARES TR | 29,859 | $3.6M | 2.85% |
Quarterly Changes
New Positions (31)
$32.9M · 52K shares
$17.9M · 243K shares
$10.3M · 49K shares
$8.3M · 133K shares
$6.7M · 14K shares
$6.3M · 33K shares
$5.2M · 96K shares
$5.0M · 7K shares
$4.5M · 90K shares
$3.6M · 30K shares
$3.5M · 27K shares
$3.4M · 15K shares
$3.3M · 137K shares
$2.8M · 6K shares
$2.5M · 92K shares
$1.5M · 10K shares
$1.1M · 10K shares
$1.1M · 28K shares
$1.0M · 3K shares
$991K · 20K shares
$669K · 8K shares
$635K · 3K shares
$437K · 904 shares
$348K · 1K shares
$331K · 3K shares
$323K · 3K shares
$281K · 1K shares
$270K · 11K shares
$218K · 552 shares
$216K · 2K shares
$204K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $121.4M | 96.6% |
| Unknown | 3 | $3.2M | 2.6% |
| Industrials | 1 | $437K | 0.3% |
| Consumer Defensive | 1 | $323K | 0.3% |
| Technology | 1 | $281K | 0.2% |