Journey Beyond Wealth, LLC
โขCIK: 2052989โขFiling: Q4 2025
**Journey Beyond Wealth, LLC** manages $126M across a diversified portfolio of 31 positions. The strategy exhibits a significant tilt toward broad market exposure, evidenced by the top holdings including VOO ($32.9M) and VEU ($17.9M). Further allocation is directed across international and factor-based indices, notably VXF ($10.3M) and VUG ($6.7M). This structure suggests a core focus on global equity diversification while maintaining tactical exposure to specific market segments.
Total AUM
$125.7M
QoQ Performance
+3.4%
Positions
17
Top 10 Concentration
79.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VEU
VXF
VEA
VUG
VTV
VOO26.2%
VEU14.2%
VXF8.2%
VEA6.6%
VUG5.3%
VTV5.0%
VWO4.1%
SPY4.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other66.8%
ETF30.1%
Financial2.2%
Industrial0.3%
Consumer0.3%
Technology0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
โ12 increased
โ11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024