Journey Strategic Wealth
$4.0B Assets Reported
891 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 6,998,885 | $1.7B | 42.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 714,212 | $464M | 11.5% |
| IVV | ISHARES TR | 533,947 | $349M | 8.7% |
| AAPL | APPLE INC | 878,194 | $223M | 5.5% |
| TBIL | RBB FD INC | 832,583 | $42M | 1.0% |
| VOO | VANGUARD INDEX FDS | 66,071 | $39M | 1.0% |
| MSFT | MICROSOFT CORP | 106,475 | $39M | 1.0% |
| NVDA | NVIDIA CORPORATION | 224,161 | $39M | 1.0% |
| PEP | PEPSICO INC | 219,322 | $34M | 0.8% |
| SPYV | SPDR SERIES TRUST | 563,131 | $32M | 0.8% |
Track Journey Strategic Wealth's 13F portfolio: $4.0B in reported holdings, 891 positions. Top holdings, AUM, and quarterly changes on SentiSense.