Journey Beyond Wealth, LLC Top Holdings and 13F Report (2026) About Journey Beyond Wealth, LLCInvestment ActivityJourney Beyond Wealth, LLC has $116.43 million in total holdings as of March 31, 2026.Journey Beyond Wealth, LLC owns shares of 29 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.73% of the portfolio was purchased this quarter.About 8.43% of the portfolio was sold this quarter.This quarter, Journey Beyond Wealth, LLC has purchased 31 new stocks and bought additional shares in 6 stocks.Journey Beyond Wealth, LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $31,327,868Vanguard FTSE All-World ex-US ETF $15,789,465Vanguard Extended Market ETF $8,573,837Vanguard FTSE Developed Markets ETF $7,806,454Vanguard Value ETF $6,525,818 Largest Purchases this Quarter First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 7,092 shares (about $1.16M)First Trust NASDAQ-100 Technology Sector Index Fund 1,554 shares (about $335.62K)iShares Expanded Tech Sector ETF 2,567 shares (about $304.22K)Vanguard Growth ETF 385 shares (about $168.16K)Vanguard Value ETF 206 shares (about $40.42K) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 32,790 shares (about $2.46M)Vanguard Extended Market ETF 7,611 shares (about $1.57M)Vanguard FTSE Developed Markets ETF 10,696 shares (about $685.40K)iShares Core S&P Small-Cap ETF 5,139 shares (about $638.84K)Dimensional International Value ETF 7,111 shares (about $375.32K) 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$31,327,868$8,366 ▼0.0%52,42726.9%ETFVEUVanguard FTSE All-World ex-US ETF$15,789,465$2,462,528 ▼-13.5%210,24613.6%ETFVXFVanguard Extended Market ETF$8,573,837$1,566,344 ▼-15.4%41,6617.4%ETFVEAVanguard FTSE Developed Markets ETF$7,806,454$685,397 ▼-8.1%121,8246.7%ETFVTVVanguard Value ETF$6,525,818$40,417 ▲0.6%33,2615.6%ETFVUGVanguard Growth ETF$6,130,785$168,164 ▲2.8%14,0365.3%ETFVWOVanguard FTSE Emerging Markets ETF$5,024,714$157,502 ▼-3.0%92,9644.3%ETFSPYSPDR S&P 500 ETF Trust$4,698,707$52,027 ▼-1.1%7,2254.0%FinanceDFIVDimensional International Value ETF$4,352,187$375,319 ▼-7.9%82,4593.7%ETFIGMiShares Expanded Tech Sector ETF$3,534,680$304,215 ▲9.4%29,8263.0%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$3,524,912$335,624 ▲10.5%16,3213.0%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$3,226,212$93,682 ▼-2.8%132,9302.8%ETFIJRiShares Core S&P Small-Cap ETF$3,072,990$638,839 ▼-17.2%24,7202.6%ETFSCHDSchwab US Dividend Equity ETF$2,813,642$8,284 ▼-0.3%91,7092.4%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$2,797,055$1,160,110 ▲70.9%17,0992.4%ETFMUBiShares National Muni Bond ETF$1,061,5000.0%10,0000.9%ETFDISVDimensional International Small Cap Value ETF$985,961$113,784 ▼-10.3%24,9990.8%ETFVVVanguard Large-Cap ETF$983,237$9,265 ▲1.0%3,2900.8%ETFVTEBVanguard Tax-Exempt Bond ETF$976,298$7,733 ▼-0.8%19,5690.8%ETFIWMiShares Russell 2000 ETF$609,618$30,258 ▼-4.7%2,4580.5%FinanceLMTLockheed Martin$455,711$90,659 ▼-16.6%7540.4%AerospaceWALMART INC$359,294$1,243 ▼-0.3%2,8910.3%COMIWRiShares Russell Mid-Cap ETF$318,720$16,529 ▼-4.9%3,2780.3%ETFVTIVanguard Total Stock Market ETF$293,150$40,412 ▼-12.1%9140.3%ETFCATHGlobal X S&P 500 Catholic Values ETF$268,361$368,000 ▼-57.8%3,4340.2%ManufacturingAAPLApple$255,809$6,598 ▼-2.5%1,0080.2%Computer and TechnologyGLDSPDR Gold Shares$236,660$861 ▼-0.4%5500.2%FinanceIAUiShares Gold Trust$222,6040.0%2,5250.2%FinanceEFGiShares MSCI EAFE Growth ETF$205,812$5,680 ▼-2.7%1,8480.2%ETFBRK.BBerkshire Hathaway$0$2,814,840 ▼-100.0%00.0%FinanceSCHFSchwab International Equity ETF$0$270,667 ▼-100.0%00.0%ETFShowing 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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