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JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    ammon, ID
  • CIK
    0002122180
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

154

$128.35M
KRE, NVDA, AMZN, TSLA
13F-HR
Jul 24, 2026
000117266126002778

133

$113.55M
KRE, NVDA, KRE, TSLA
13F-HR
May 15, 2026
000117266126002057

248

$487.09M
KRE, NVDA, TSLA, MSFT
13F-HR
Apr 29, 2026
000117266126001571