Data as of Q4 2025 (Dec 31, 2025)

Journey Beyond Wealth, LLC

โ€ขCIK: 2052989โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

SCHD
SCHWAB STRATEGIC TR
NEW
2.0% of portfolio
VOO
VANGUARD INDEX FDS
+5.9%
26.2% of portfolio
GRID
FIRST TR EXCHANGE TRADED FD
NEW
1.2% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+7.4%
6.6% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
+5.7%
4.1% of portfolio

๐Ÿ“‰ Biggest Sells

VEU
VANGUARD INTL EQUITY INDEX F
-7.1%
14.2% of portfolio
VXF
VANGUARD INDEX FDS
-10.5%
8.2% of portfolio
QTEC
FIRST TR EXCHANGE-TRADED FD
-18.6%
2.7% of portfolio
VUG
VANGUARD INDEX FDS
-7.9%
5.3% of portfolio
IJR
ISHARES TR
-13.3%
2.9% of portfolio

Sector Breakdown

Other66.8%
ETF30.1%
Financial2.2%
Industrial0.3%
Consumer0.3%
Technology0.2%

๐Ÿšช Exited Positionssold since Q3 2025

NVO
NOVO-NORDISK A S
SOLD
$628.1K
VSS
VANGUARD INTL EQUITY INDEX F
SOLD
$276.0K
SCHA
SCHWAB STRATEGIC TR
SOLD
$206.5K

Changes from Q3 2025

NEW4 new positions
โ†‘12 increased
โ†“11 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024