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JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Q1 2026 13F Holdings

  • Location
    ammon, ID
  • Num holdings

    133

  • Value ($000)

    $113,546

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002122180
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$6.9M
6 %

70,509

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.54M
6 %

37,479

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$3.62M
3 %

39,471

T
TSLA

TESLA INC

COM
88160R101
$3.53M
3 %

9,500

A
AMZN

AMAZON COM INC

COM
023135106
$3.47M
3 %

16,662

M
MSFT

MICROSOFT CORP

COM
594918104
$3.28M
3 %

8,863

M
META

META PLATFORMS INC

CL A
30303M102
$3.25M
3 %

5,676

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3M
3 %

10,444

N
NFLX

NETFLIX INC.

COM
64110L106
$2.65M
2 %

27,599

V
V

VISA INC

COM CL A
92826C839
$2.58M
2 %

8,543

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