§ 13F · FUND PROFILE
Journey Beyond Wealth, LLC.
AUM · $128M (13F)Positions · 30Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$501K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 50K | $34M | 26.9% | −4% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 190K | $16M | 12.5% | −9% |
| 3 | VXF | VANGUARD INDEX FDS | 39K | $10M | 7.5% | −7% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 120K | $9M | 6.7% | −2% |
| 5 | VTV | VANGUARD INDEX FDS | 33K | $7M | 5.7% | ±0% |
| 6 | VUG | VANGUARD INDEX FDS | 84K | $7M | 5.6% | +495% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 91K | $5M | 4.2% | −2% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 7K | $5M | 4.1% | −3% |
| 9 | QTEC | FIRST TR EXCHANGE-TRADED FD | 16K | $5M | 4.1% | −5% |
| 10 | IGM | ISHARES TR | 27K | $4M | 3.5% | −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 $128 million in assets. The fund runs a portfolio of 30 positions.
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