CIK 1909316
JOURNEY STRATEGIC WEALTH LLC
Institutional 13F holdings & portfolio
Holdings
762
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 762
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 7.0M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 729K | $1M+ | SH |
| IVV | ISHARES TR | 539K | $1M+ | SH |
| AAPL | APPLE INC | 742K | $1M+ | SH |
| TBIL | RBB FD INC | 1.1M | $1M+ | SH |
| PEP | PEPSICO INC | 206K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 520K | $1M+ | SH |
| IJH | ISHARES TR | 381K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 39K | $1M+ | SH |
| HEDG | SERIES PORTFOLIOS TR | 764K | $1M+ | SH |
| TLT | ISHARES TR | 257K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 46K | $1M+ | SH |
| IGPT | INVESCO EXCHANGE TRADED FD T | 368K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 253K | $1M+ | SH |
| QUAL | ISHARES TR | 103K | $1M+ | SH |
| MTUM | ISHARES TR | 80K | $1M+ | SH |
| IJR | ISHARES TR | 162K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 208K | $1M+ | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 362K | $1M+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 274K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 66K | $1M+ | SH |
| IWB | ISHARES TR | 38K | $1M+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 299K | $1M+ | SH |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | 514K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 97K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 192K | $1M+ | SH |
| AVGO | BROADCOM INC | 25K | $1M+ | SH |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 13K | $1M+ | SH |
| EMTL | SSGA ACTIVE TR | 166K | $1M+ | SH |
| AINP | ALLSPRING EXCHANGE TRADED FU | 256K | $1M+ | SH |
| IWY | ISHARES TR | 21K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 105K | $1M+ | SH |
| AMZN | AMAZON COM INC | 22K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 186K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 69K | $1M+ | SH |
| TAFI | AB ACTIVE ETFS INC | 159K | $1M+ | SH |
| GOOGL | ALPHABET INC | 12K | $1M+ | SH |
| EFG | ISHARES TR | 30K | $1M+ | SH |
| IQDG | WISDOMTREE TR | 77K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| USMV | ISHARES TR | 32K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 16K | $1M+ | SH |
| GDXJ | VANECK ETF TRUST | 26K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| QQMG | INVESCO EXCH TRADED FD TR II | 68K | $1M+ | SH |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 109K | $1M+ | SH |
| IEMG | ISHARES INC | 39K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 67K | $1M+ | SH |