§ 13F · FUND PROFILE
Journey Beyond Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $122M (13F)Positions · 30Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 52K | $31M | 26.9% | ±0% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 210K | $16M | 13.6% | −13% |
| 3 | VXF | VANGUARD INDEX FDS | 42K | $9M | 7.4% | −15% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 122K | $8M | 6.7% | −8% |
| 5 | VTV | VANGUARD INDEX FDS | 33K | $7M | 5.6% | +1% |
| 6 | VUG | VANGUARD INDEX FDS | 14K | $6M | 5.3% | +3% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 93K | $5M | 4.3% | −3% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 7K | $5M | 4.0% | −1% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 82K | $4M | 3.7% | −8% |
| 10 | IGM | ISHARES TR | 30K | $4M | 3.0% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOURNEY SIGNAL
AC read
Journey Beyond Wealth, LLC is a Other fund managing $122 million in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed