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Journey Beyond Wealth, LLC

Q1 2026 13F Holdings

  • Location
    roswell, GA
  • Num holdings

    29

  • Value ($000)

    $116,432

  • Date Filed
    04/28/2026
  • Form type
    13F-HR
  • CIK
    0002052989
  • 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
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$31.33M
27 %

52,427

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$15.79M
14 %

210,246

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$8.57M
7 %

41,661

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$7.81M
7 %

121,824

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$6.53M
6 %

33,261

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$6.13M
5 %

14,036

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$5.02M
4 %

92,964

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$4.7M
4 %

7,225

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$4.35M
4 %

82,459

I
IGM

ISHARES TR

EXPND TEC SC ETF
464287549
$3.53M
3 %

29,826

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