account_balance
Investment manager · 13F filer · SEC CIK 2052989
Journey Beyond Wealth, LLC
Reported value$132Mas of Sep 30, 2026
Positions33 5 new, 2 sold out
Top 10 weight78.7%VOO alone is 28%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
27.8%Added +4%
VEUVanguard Intl Equity Index F
11.3%Trimmed −6%
VEAVanguard Tax-Managed FDS
6.7%Added +4%
VXFVanguard Index FDS
6.1%Trimmed −11%
VUGVanguard Index FDS
5.7%
VTVVanguard Index FDS
5.4%
VWOVanguard Intl Equity Index F
4.3%Added +5%
QTECFirst Tr Exchange-Traded Fd
4.0%Added +4%
SPYSPDR S&P 500 ETF Trust
4.0%Trimmed −2%
IGMiShares Tr
3.5%
DFIVDimensional ETF Trust
3.4%
GRIDFirst Tr Exchange-Traded Fd
2.9%
VOOVanguard Index FDS
27.8%Added +4%
VEUVanguard Intl Equity Index F
11.3%
VEAVanguard Tax-Managed FDS
6.7%
VXFVanguard Index FDS
6.1%
VUG5.7%
VTV5.4%
VWOVanguard Intl Equity Index F
4.3%
QTEC4.0%
SPY4.0%IGM3.5%
DFIV3.4%
GRID2.9%
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
VOO Vanguard Index FDS 27.8% Added +4%
VEU Vanguard Intl Equity Index F 11.3% Trimmed −6%
VEA Vanguard Tax-Managed FDS 6.7% Added +4%
VXF Vanguard Index FDS 6.1% Trimmed −11%
VUG Vanguard Index FDS 5.7% Held
VTV Vanguard Index FDS 5.4% Held
VWO Vanguard Intl Equity Index F 4.3% Added +5%
QTEC First Tr Exchange-Traded Fd 4.0% Added +4%
SPY SPDR S&P 500 ETF Trust 4.0% Trimmed −2%IGM iShares Tr 3.5% Held
DFIV Dimensional ETF Trust 3.4% Held
GRID First Tr Exchange-Traded Fd 2.9% Added +29%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SOXQ $2.04M
- IHI $597K
- ROBO $482K
- IEF $222K
arrow_upwardAdded
- GRID +29%
- SCHD +8%
- VWO +5%
- VOO +4%
arrow_downwardTrimmed
- IWM −22%
- IJR −11%
- VXF −11%
- LMT −7%
remove_circleSold out
- SUB $252K
- EFG $240K
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