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JOURNEY STRATEGIC WEALTH LLC

Q1 2026 13F Holdings

  • Location
    summit, NJ
  • Num holdings

    821

  • Value ($000)

    $4,029,206

  • Date Filed
    04/15/2026
  • Form type
    13F-HR
  • CIK
    0001909316
  • 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
J
JNJ

JOHNSON & JOHNSON

COM
478160104
$1.71B
43 %

6,998,885

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$464.48M
12 %

714,212

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$348.78M
9 %

533,947

A
AAPL

APPLE INC

COM
037833100
$222.88M
6 %

878,194

T
TBIL

RBB FD INC

F/M US TREASURY
74933W452
$41.51M
1 %

832,583

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$39.48M
1 %

66,071

M
MSFT

MICROSOFT CORP

COM
594918104
$39.41M
1 %

106,475

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$39.09M
1 %

224,161

P
PEP

PEPSICO INC

COM
713448108
$34.06M
1 %

219,322

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$31.86M
1 %

563,131

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