JOURNEY STRATEGIC WEALTH LLC

Portfolio Overview

Journey Strategic Wealth LLC manages a substantial portfolio valued at approximately $3.55 billion as of the reporting period ending September 30, 2025. This represents a robust growth of 15.0% from the previous quarter's value of $3.08B. The portfolio is highly diversified, encompassing 3,558 total holdings, which suggests a strategy that blends core indexing with specific active positions. Despite the high number of total holdings, the portfolio exhibits a "...