Journey Beyond Wealth, LLC reported 30 holdings worth US$128M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Journey Beyond Wealth, LLC reported 30 holdings worth US$128M as of Jun 30, 2026. Largest: Lockheed Martin Corporation, Walmart Inc. and Apple Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 30
- Value as reported
- US$128M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Lockheed Martin Corporation | 754 | US$384K | 0.30% |
| Walmart Inc. | 2,891 | US$327K | 0.26% |
| Apple Inc | 986 | US$285K | 0.22% |