§ 13F · FUND PROFILE
JOURNEY STRATEGIC WEALTH LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3082.1T (13F)Positions · 3050Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$69.4T 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 FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | 7.03M | $1455.9T | 38.3% | — |
| 2 | SPY | SPDR S&P 500 ETF TR | 729K | $496.8T | 13.1% | — |
| 3 | IVV | ISHARES TR | 539K | $369.2T | 9.7% | — |
| 4 | AAPL | APPLE INC | 742K | $201.8T | 5.3% | — |
| 5 | TBIL | RBB FD INC | 1.07M | $53.2T | 1.4% | −3% |
| 6 | PEP | PEPSICO INC | 206K | $29.6T | 0.8% | ±0% |
| 7 | SPYV | SPDR SERIES TRUST | 520K | $29.6T | 0.8% | +17% |
| 8 | IJH | ISHARES TR | 381K | $25.1T | 0.7% | ±0% |
| 9 | VOO | VANGUARD INDEX FDS | 39K | $24.5T | 0.6% | +2% |
| 10 | HEDG | SERIES PORTFOLIOS TR | 764K | $22.4T | 0.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOURNEY SIGNAL
AC read
JOURNEY STRATEGIC WEALTH LLC is a Other fund managing $3082075.0 trillion in assets. The fund runs a massive portfolio of 3,050 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