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 51–100 of 762
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ESGU | ISHARES TR | 17K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| BEEZ | EA SERIES TRUST | 71K | $1M+ | SH |
| CMF | ISHARES TR | 40K | $1M+ | SH |
| MUB | ISHARES TR | 21K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 14K | $1M+ | SH |
| IXP | ISHARES TR | 17K | $1M+ | SH |
| ISPY | PROSHARES TR | 44K | $1M+ | SH |
| DLY | DOUBLELINE YIELD OPPORTUNITI | 133K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 45K | $1M+ | SH |
| QEFA | SPDR INDEX SHS FDS | 21K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 29K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 55K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 22K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| JSTC | TIDAL TRUST I | 88K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 28K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| IYW | ISHARES TR | 8K | $1M+ | SH |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 20K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 8K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 14K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 30K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| BF.B | BROWN FORMAN CORP | 60K | $1M+ | SH |
| IWM | ISHARES TR | 6K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| IEFA | ISHARES TR | 16K | $1M+ | SH |
| IVE | ISHARES TR | 6K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 29K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 27K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 12K | $1M+ | SH |
| JPME | J P MORGAN EXCHANGE TRADED F | 11K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 10K | $1M+ | SH |
| ITOT | ISHARES TR | 8K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| SUB | ISHARES TR | 10K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 10K | $1M+ | SH |
| BMO | BANK MONTREAL QUE | 8K | $1M+ | SH |
| LLY | ELI LILLY & CO | 955 | $1M+ | SH |
| AVSE | AMERICAN CENTY ETF TR | 16K | $1M+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 21K | $1M+ | SH |
| PAXS | PIMCO ACCESS INCOME FUND | 66K | $1M+ | SH |
| BF.A | BROWN FORMAN CORP | 38K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 17K | $500K+ | SH |
| DNOV | FIRST TR EXCHNG TRADED FD VI | 19K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 19K | $500K+ | SH |