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 101–150 of 762
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | 21K | $500K+ | SH |
| IWD | ISHARES TR | 4K | $500K+ | SH |
| PBR | PETROLEO BRASILEIRO SA PETRO | 78K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 33K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| PFF | ISHARES TR | 28K | $500K+ | SH |
| AVSD | AMERICAN CENTY ETF TR | 11K | $500K+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 25K | $500K+ | SH |
| EMB | ISHARES TR | 9K | $500K+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 46K | $500K+ | SH |
| AVSU | AMERICAN CENTY ETF TR | 11K | $500K+ | SH |
| EFV | ISHARES TR | 11K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| ZYME | ZYMEWORKS INC | 29K | $500K+ | SH |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | 26K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 10K | $500K+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 31K | $500K+ | SH |
| IVW | ISHARES TR | 6K | $500K+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 13K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 4K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 8K | $500K+ | SH |
| RAAX | VANECK ETF TRUST | 18K | $500K+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 19K | $500K+ | SH |
| SUSB | ISHARES TR | 25K | $500K+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 9K | $500K+ | SH |
| ACWX | ISHARES TR | 9K | $500K+ | SH |
| CRWV | COREWEAVE INC | 9K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 12K | $500K+ | SH |
| LOW | LOWES COS INC | 2K | $500K+ | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 23K | $500K+ | SH |
| DGRW | WISDOMTREE TR | 6K | $500K+ | SH |
| MEC | MAYVILLE ENGR CO INC | 29K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 10K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 13K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| FIS | FIDELITY NATL INFORMATION SV | 8K | $500K+ | SH |
| TJX | TJX COS INC NEW | 3K | $500K+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 8K | $500K+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 9K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 6K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 2K | $100K–$500K | SH |
| DCRE | DOUBLELINE ETF TRUST | 9K | $100K–$500K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 9K | $100K–$500K | SH |
| FALN | ISHARES TR | 17K | $100K–$500K | SH |
| TNA | DIREXION SHS ETF TR | 10K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 5K | $100K–$500K | SH |