account_balance
Investment manager · 13F filer · SEC CIK 2122180
Journey Retirement Planning & Investment Management LLC
Reported value$140Mas of Sep 30, 2026
Positions170 27 new, 11 sold out
Top 10 weight33.3%SPYG alone is 7%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGSPDR Series Trust
6.9%Added +6%
NVDANVIDIA Corp
6.1%
MSFTMicrosoft Corp
3.6%
AMZNAmazon.com Inc
2.9%Trimmed −3%
GOOGLAlphabet Inc.
2.8%Added +6%
BILSPDR Series Trust
2.7%
METAMeta Platforms, Inc.
2.4%Trimmed −14%
AAPLApple Inc.
2.1%Added +32%
TSLATesla, Inc.
1.9%Trimmed −18%
GOOGAlphabet Inc.
1.8%Trimmed −8%
VVisa Inc.
1.7%Trimmed −15%
AVGOBroadcom Inc.
1.3%+50%
SPYGSPDR Series Trust
6.9%Added +6%
NVDANVIDIA Corp
6.1%
MSFTMicrosoft Corp
3.6%
AMZNAmazon.com Inc
2.9%−3%
GOOGLAlphabet Inc.
2.8%+6%
BILSPDR Series Trust
2.7%
METAMeta Platforms, Inc.
2.4%
AAPLApple Inc.
2.1%
TSLATesla, Inc.
1.9%
GOOG1.8%V1.7%AVGO1.3%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
SPYG SPDR Series Trust 6.9% Added +6%
NVDA NVIDIA Corp 6.1% HeldMSFT Microsoft Corp 3.6% HeldAMZN Amazon.com Inc 2.9% Trimmed −3%GOOGL Alphabet Inc. 2.8% Added +6%BIL SPDR Series Trust 2.7% Held
META Meta Platforms, Inc. 2.4% Trimmed −14%AAPL Apple Inc. 2.1% Added +32%TSLA Tesla, Inc. 1.9% Trimmed −18%GOOG Alphabet Inc. 1.8% Trimmed −8%V Visa Inc. 1.7% Trimmed −15%AVGO Broadcom Inc. 1.3% Added +50%What changed
Biggest moves since Jun 30, 2026
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