Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q1 2026

Journey Beyond Wealth, LLC

$116M in tracked AUM across 29 positions as of Q1 2026.

JB
CIK 0002052989 · last filed Mar 31, 2026
Total AUM
$116M
as of Q1 2026
Holdings
29
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…