§ 13F · FUND PROFILE
Journey Beyond Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $118.6T (13F)Positions · 28Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 52K | $32.9T | 26.2% | +6% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 243K | $17.9T | 14.2% | −7% |
| 3 | VXF | VANGUARD INDEX FDS | 49K | $10.3T | 8.2% | −11% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 133K | $8.3T | 6.6% | +7% |
| 5 | VUG | VANGUARD INDEX FDS | 14K | $6.7T | 5.3% | −8% |
| 6 | VTV | VANGUARD INDEX FDS | 33K | $6.3T | 5.0% | ±0% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 96K | $5.2T | 4.1% | +6% |
| 8 | SPY | SPDR S&P 500 ETF TR | 7K | $5.0T | 4.0% | ±0% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 90K | $4.5T | 3.6% | +3% |
| 10 | IJR | ISHARES TR | 30K | $3.6T | 2.9% | −13% |
§ 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 $118572.8 trillion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed