Journey Beyond Wealth, LLC Top Holdings and 13F Report (2025) About Journey Beyond Wealth, LLCInvestment ActivityJourney Beyond Wealth, LLC has $118.57 million in total holdings as of June 30, 2025.Journey Beyond Wealth, LLC owns shares of 28 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.41% of the portfolio was purchased this quarter.About 5.80% of the portfolio was sold this quarter.This quarter, Journey Beyond Wealth, LLC has purchased 29 new stocks and bought additional shares in 9 stocks.Journey Beyond Wealth, LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $29,408,666Vanguard FTSE All-World ex-US ETF $18,034,626Vanguard Extended Market ETF $11,462,493Vanguard FTSE Developed Markets ETF $7,278,584Vanguard Growth ETF $7,229,655 Largest New Holdings this Quarter 808524805 - Schwab International Equity ETF $217,000 Holding Largest Purchases this Quarter Vanguard FTSE All-World ex-US ETF 57,180 shares (about $3.84M)Vanguard S&P 500 ETF 2,282 shares (about $1.30M)Vanguard FTSE Emerging Markets ETF 21,072 shares (about $1.04M)iShares Expanded Tech Sector ETF 5,900 shares (about $662.81K)Vanguard Growth ETF 1,392 shares (about $610.25K) Largest Sales this Quarter Schwab US Dividend Equity ETF 143,349 shares (about $3.80M)Vanguard Extended Market ETF 4,745 shares (about $914.40K)Schwab Short-Term U.S. Treasury ETF 28,964 shares (about $706.14K)Vanguard Tax-Exempt Bond ETF 11,056 shares (about $542.08K)Vanguard FTSE All-World ex-US Small-Cap ETF 786 shares (about $105.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJourney Beyond Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$29,408,666$1,296,247 ▲4.6%51,77324.8%ETFVEUVanguard FTSE All-World ex-US ETF$18,034,626$3,843,633 ▲27.1%268,29315.2%ETFVXFVanguard Extended Market ETF$11,462,493$914,402 ▼-7.4%59,4819.7%ETFVEAVanguard FTSE Developed Markets ETF$7,278,584$186,252 ▲2.6%127,6726.1%ETFVUGVanguard Growth ETF$7,229,655$610,253 ▲9.2%16,4916.1%ETFVTVVanguard Value ETF$6,401,347$424,353 ▲7.1%36,2195.4%ETFSPYSPDR S&P 500 ETF Trust$4,565,912$3,089 ▼-0.1%7,3903.9%FinanceVWOVanguard FTSE Emerging Markets ETF$4,520,332$1,042,218 ▲30.0%91,3943.8%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$4,214,436$6,385 ▼-0.2%19,8023.6%ManufacturingIJRiShares Core S&P Small-Cap ETF$3,974,630$64,153 ▼-1.6%36,3683.4%ETFIGMiShares Expanded Tech Sector ETF$3,722,049$662,806 ▲21.7%33,1323.1%ETFDFIVDimensional International Value ETF$3,587,227$499,398 ▲16.2%83,7553.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$2,901,059$706,145 ▼-19.6%118,9932.4%ETFBRK.BBerkshire Hathaway$2,720,3120.0%5,6002.3%FinanceMUBiShares National Muni Bond ETF$1,324,8070.0%12,6801.1%ETFSCHDSchwab US Dividend Equity ETF$1,322,165$3,798,750 ▼-74.2%49,8931.1%ETFVVVanguard Large-Cap ETF$993,1940.0%3,4810.8%ETFVTEBVanguard Tax-Exempt Bond ETF$908,821$542,076 ▼-37.4%18,5360.8%ETFDISVDimensional International Small Cap Value ETF$839,205$2,764 ▲0.3%25,5000.7%ETFIWMiShares Russell 2000 ETF$545,5470.0%2,5280.5%FinanceCATHGlobal X S&P 500 Catholic Values ETF$536,073$13,958 ▼-2.5%7,1050.5%ManufacturingLMTLockheed Martin$427,942$14,357 ▼-3.2%9240.4%AerospaceVTIVanguard Total Stock Market ETF$363,061$21,267 ▼-5.5%1,1950.3%ETFIWRiShares Russell Mid-Cap ETF$317,1130.0%3,4480.3%ETFWMTWalmart$293,9270.0%3,0060.2%Retail/WholesaleVSSVanguard FTSE All-World ex-US Small-Cap ETF$251,281$105,619 ▼-29.6%1,8700.2%ETFSCHFSchwab International Equity ETF$217,000$217,000 ▲New Holding9,8190.2%ETFAAPLApple$211,3160.0%1,0300.2%Computer and TechnologySNOWSnowflake$0$421,380 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$270,779 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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