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JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Q2 2026 13F Holdings

  • Location
    ammon, ID
  • Num holdings

    154

  • Value ($000)

    $128,348

  • Date Filed
    07/24/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

ST STR P500GRW
78464A409
$8.86M
7 %

74,429

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.62M
6 %

38,091

A
AMZN

AMAZON COM INC

COM
023135106
$4.07M
3 %

17,062

T
TSLA

TESLA INC

COM
88160R101
$3.89M
3 %

9,243

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.86M
3 %

10,792

K
KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
78468R663
$3.81M
3 %

41,559

M
MSFT

MICROSOFT CORP

COM
594918104
$3.65M
3 %

9,780

M
META

META PLATFORMS INC

CL A
30303M102
$2.99M
2 %

5,300

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$2.83M
2 %

8,023

V
V

VISA INC

COM CL A
92826C839
$2.67M
2 %

7,773

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