JOURNEY STRATEGIC WEALTH LLC - Portfolio overview

JOURNEY STRATEGIC WEALTH LLC has 902 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. TBIL - RBB FD INC, 7.94%
2. VOO - VANGUARD INDEX FDS, 7.55%
3. SPYV - SPDR SERIES TRUST, 6.09%

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

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