Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Journey Beyond Wealth, LLC (CIK 2052989) reported $116.4M across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($31.3M, 26.91%), VEU ($15.8M, 13.56%), VXF ($8.6M, 7.36%), VEA ($7.8M, 6.70%), VTV ($6.5M, 5.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $31.3M | 26.91% | 52,427 | Trimmed |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $15.8M | 13.56% | 210,246 | Trimmed |
| 3 | VXF | VANGUARD INDEX FDS | $8.6M | 7.36% | 41,661 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $7.8M | 6.70% | 121,824 | Trimmed |
| 5 | VTV | VANGUARD INDEX FDS | $6.5M | 5.60% | 33,261 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $6.1M | 5.27% | 14,036 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $5.0M | 4.32% | 92,964 | Trimmed |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $4.7M | 4.04% | 7,225 | Trimmed |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $4.4M | 3.74% | 82,459 | Trimmed |
| 10 | IGM | ISHARES TR | $3.5M | 3.04% | 29,826 | Added |
| 11 | QTEC | FIRST TR EXCHANGE-TRADED FD | $3.5M | 3.03% | 16,321 | Added |
| 12 | SCHO | SCHWAB STRATEGIC TR | $3.2M | 2.77% | 132,930 | Trimmed |
| 13 | IJR | ISHARES TR | $3.1M | 2.64% | 24,720 | Trimmed |
| 14 | SCHD | SCHWAB STRATEGIC TR | $2.8M | 2.42% | 91,709 | Trimmed |
| 15 | GRID | FIRST TR EXCHANGE-TRADED FD | $2.8M | 2.40% | 17,099 | Added |
| 16 | MUB | ISHARES TR | $1.1M | 0.91% | 10,000 | Hold |
| 17 | DISV | DIMENSIONAL ETF TRUST | $985,961 | 0.85% | 24,999 | Trimmed |
| 18 | VTEB | VANGUARD MUN BD FDS | $976,298 | 0.84% | 19,569 | Trimmed |
| 19 | VV | VANGUARD INDEX FDS | $983,237 | 0.84% | 3,290 | Added |
| 20 | IWM | ISHARES TR | $609,618 | 0.52% | 2,458 | Trimmed |
| 21 | LMT | LOCKHEED MARTIN CORP | $455,711 | 0.39% | 754 | Trimmed |
| 22 | WMT | WALMART INC | $359,294 | 0.31% | 2,891 | Trimmed |
| 23 | IWR | ISHARES TR | $318,720 | 0.27% | 3,278 | Trimmed |
| 24 | VTI | VANGUARD INDEX FDS | $293,150 | 0.25% | 914 | Trimmed |
| 25 | CATH | GLOBAL X FDS | $268,361 | 0.23% | 3,434 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31