Institutions / Journey Strategic Wealth LLC
Journey Strategic Wealth LLC
CIK 1909316 · Institution · as of Dec 31, 2025
Portfolio value
$3.81B
Positions
762
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 762 →
| Company | Value | % of portfolio |
|---|---|---|
| Johnson & Johnson | $1.46B | 38.4% |
| SPDR S&P 500 ETF Tr | $499.02M | 13.1% |
| iShares Tr | $372.84M | 9.8% |
| Apple Inc. | $235.60M | 6.2% |
| Rbb Fd Inc | $53.19M | 1.4% |
| Microsoft Corp | $52.88M | 1.4% |
| NVIDIA Corp | $36.45M | 1.0% |
| Pepsico Inc | $31.56M | 0.8% |
| SPDR Series Trust | $29.57M | 0.8% |
| Broadcom Inc. | $26.65M | 0.7% |
| iShares Tr | $25.48M | 0.7% |
| Vanguard Index Fds | $24.45M | 0.6% |
| Series Portfolios Tr | $24.35M | 0.6% |
| iShares MSCI UAE ETF | $24.29M | 0.6% |
| Invesco Exchange Traded Fd T | $21.86M | 0.6% |
| Amazon.com Inc | $21.20M | 0.6% |
| American Centy ETF Tr | $20.88M | 0.5% |
| iShares MSCI UAE ETF | $20.65M | 0.5% |
| iShares MSCI UAE ETF | $20.19M | 0.5% |
| iShares Tr | $19.69M | 0.5% |
| Alphabet Inc. | $18.88M | 0.5% |
| Invesco Exch Traded Fd Tr II | $18.36M | 0.5% |
| World Gold Tr | $18.04M | 0.5% |
| Invesco Actively Managed Exc | $17.20M | 0.5% |
| Invesco Exch Trd Slf Idx Fd | $17.13M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.