Journey Beyond Wealth, LLC has filed its quarterly 13F-HR report with the SEC, revealing total holdings valued at approximately $131.98 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions within the financial services industry.

The report highlights a diversified portfolio, including substantial investments in major companies such as Apple Inc., Walmart Inc., and various exchange-traded funds (ETFs). The filing indicates a total of 33 positions held by the firm, showcasing its approach to asset allocation and risk management.

Background

Journey Beyond Wealth, LLC, incorporated in Georgia, operates within the financial services sector. The firm primarily engages in investment management and advisory services. The company has been active in filing with the SEC, with its most recent filings including multiple 13F-HR reports throughout 2026, indicating a consistent approach to regulatory compliance and transparency.

What the Filing Says

The filing states, "The total value of the securities held as of September 30, 2026, is $131978206." This figure underscores the firm's substantial investments and strategic positioning in the market.

Impact

This update may affect various stakeholders, including clients of Journey Beyond Wealth, as it reflects the firm's investment performance and strategies. Additionally, the filing provides insights for competitors and analysts monitoring trends within the financial services industry.

What's Next

The filing does not say what happens next.