Journey Beyond Wealth, LLC - Portfolio overview

Journey Beyond Wealth, LLC has 34 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 25.97%
2. VEU - VANGUARD INTL EQUITY INDEX F, 13.09%
3. VXF - VANGUARD INDEX FDS, 7.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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