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 RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC (CIK 2122180) reported $128.3M across 154 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYG ($8.9M, 6.90%), NVDA ($7.6M, 5.94%), AMZN ($4.1M, 3.17%), TSLA ($3.9M, 3.03%), GOOGL ($3.9M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $8.9M | 6.90% | 74,429 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $7.6M | 5.94% | 38,091 | Added |
| 3 | AMZN | AMAZON COM INC | $4.1M | 3.17% | 17,062 | Added |
| 4 | TSLA | TESLA INC | $3.9M | 3.03% | 9,243 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $3.9M | 3.01% | 10,792 | Added |
| 6 | BIL | SPDR SERIES TRUST | $3.8M | 2.97% | 41,559 | Added |
| 7 | MSFT | MICROSOFT CORP | $3.6M | 2.84% | 9,780 | Added |
| 8 | META | META PLATFORMS INC | $3.0M | 2.33% | 5,300 | Trimmed |
| 9 | GOOG | ALPHABET INC | $2.8M | 2.21% | 8,023 | Trimmed |
| 10 | V | VISA INC | $2.7M | 2.08% | 7,773 | Trimmed |
| 11 | BA | BOEING CO | $2.2M | 1.69% | 9,993 | Trimmed |
| 12 | AAPL | APPLE INC | $2.0M | 1.53% | 6,782 | Added |
| 13 | NFLX | NETFLIX INC. | $1.9M | 1.46% | 26,217 | Trimmed |
| 14 | ORCL | ORACLE CORP | $1.7M | 1.32% | 11,591 | Trimmed |
| 15 | MNST | MONSTER BEVERAGE CORP NEW | $1.5M | 1.14% | 15,260 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $1.4M | 1.05% | 5,324 | Added |
| 17 | VZ | VERIZON COMMUNICATIONS INC | $1.3M | 1.04% | 31,560 | Added |
| 18 | AVGO | BROADCOM INC | $1.3M | 0.99% | 3,369 | Added |
| 19 | VRTX | VERTEX PHARMACEUTICALS INC | $1.2M | 0.93% | 2,412 | Trimmed |
| 20 | PM | PHILIP MORRIS INTL INC | $1.2M | 0.91% | 6,460 | Added |
| 21 | GILD | GILEAD SCIENCES INC | $1.1M | 0.88% | 8,972 | Added |
| 22 | SHOP | SHOPIFY INC | $1.1M | 0.87% | 9,725 | Trimmed |
| 23 | BALT | INNOVATOR ETFS TRUST | $1.1M | 0.84% | 31,581 | Added |
| 24 | EALT | INNOVATOR ETFS TRUST | $1.1M | 0.83% | 29,609 | Added |
| 25 | RTX | RTX CORPORATION | $1.1M | 0.82% | 5,556 | Added |
Source: SEC Form 13F filings · as of 2026-06-30