Journey Beyond Wealth, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location roswell, GACIK 0002052989All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
29 | $116.43M | VOO, VEU, VXF, VEA | 13F-HR | Apr 28, 2026 | 000205298926000002 | ||
31 | $125.72M | VOO, VEU, VXF, VEA | 13F-HR | Jan 23, 2026 | 000205298926000001 | ||
30 | $121.56M | VOO, VEU, VXF, VEA | 13F-HR | Oct 28, 2025 | 000205298925000002 | ||
28 | $118.57M | VOO, VEU, VXF, VEA | 13F-HR | Jul 22, 2025 | 000108514625004015 | ||
29 | $106.98M | VOO, VEU, VXF, VEA | 13F-HR | Apr 25, 2025 | 000108514625002340 | ||
30 | $106.41M | VOO, VEU, VXF, VUG | 13F-HR | Feb 11, 2025 | 000108514625001019 |