account_balance

Investment manager · 13F filer · SEC CIK 1909316

Journey Strategic Wealth LLC

Reported value$4.03Bas of Mar 31, 2026
Positions821
Top 10 weight73.8%JNJ alone is 42%
FiledApr 1515 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JNJ Johnson & Johnson 42.5% SPY SPDR S&P 500 ETF Trust 11.5%
IVV iShares Tr 8.7%
AAPL Apple Inc. 5.5%
TBIL RBB Fd Inc 1.0%
VOO Vanguard Index FDS 1.0%
MSFT Microsoft Corp 1.0% NVDA NVIDIA Corp 1.0% PEP PepsiCo Inc 0.8%
SPYV SPDR Series Trust 0.8%
AVDE American Centy ETF Tr 0.7%
HEDG Series Portfolios Tr 0.6%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist