Journey Beyond Wealth, LLC

Est. AUM

$116.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$31.3M	52427	26.91%	SOLE
2	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$15.8M	210246	13.56%	SOLE
3	VANGUARD INDEX FDS	EXTEND MKT ETF	$8.6M	41661	7.36%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.8M	121824	6.70%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$6.5M	33261	5.60%	SOLE
6	VANGUARD INDEX FDS	GROWTH ETF	$6.1M	14036	5.27%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.0M	92964	4.32%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.7M	7225	4.04%	SOLE
9	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.4M	82459	3.74%	SOLE
10	ISHARES TR	EXPND TEC SC ETF	$3.5M	29826	3.04%	SOLE
11	FIRST TR EXCHANGE-TRADED FD	SHS	$3.5M	16321	3.03%	SOLE
12	SCHWAB STRATEGIC TR	SHT TM US TRES	$3.2M	132930	2.77%	SOLE
13	ISHARES TR	CORE S&P SCP ETF	$3.1M	24720	2.64%	SOLE
14	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.8M	91709	2.42%	SOLE
15	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$2.8M	17099	2.40%	SOLE
16	ISHARES TR	NATIONAL MUN ETF	$1.1M	10000	0.91%	SOLE
17	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$986K	24999	0.85%	SOLE
18	VANGUARD INDEX FDS	LARGE CAP ETF	$983K	3290	0.84%	SOLE
19	VANGUARD MUN BD FDS	TAX EXEMPT BD	$976K	19569	0.84%	SOLE
20	ISHARES TR	RUSSELL 2000 ETF	$610K	2458	0.52%	SOLE
21	LOCKHEED MARTIN CORP	COM	$456K	754	0.39%	SOLE
22	WALMART INC	COM	$359K	2891	0.31%	SOLE
23	ISHARES TR	RUS MID CAP ETF	$319K	3278	0.27%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$293K	914	0.25%	SOLE
25	GLOBAL X FDS	S&P 500 CATHOLIC	$268K	3434	0.23%	SOLE
26	APPLE INC	COM	$256K	1008	0.22%	SOLE
27	SPDR GOLD TR	GOLD SHS	$237K	550	0.20%	SOLE
28	ISHARES GOLD TR	ISHARES NEW	$223K	2525	0.19%	SOLE
29	ISHARES TR	EAFE GRWTH ETF	$206K	1848	0.18%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.