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Journey Beyond Wealth, LLC

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13F filer, CIK 2052989, ROSWELL, GA

Journey Beyond Wealth, LLC reported $118,572,780 across 28 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 81.88% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004015

Period
2025-06-30
Reported value
$119M
Holdings
28
Top 10 weight
81.88%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEUadded+57,180$3.84M
VOOadded+2,282$1.3M
VWOadded+21,072$1.04M
IGMadded+5,900$663K
VUGadded+1,392$610K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHDreduced-143,349-$3.8M
VXFreduced-4,745-$914K
SCHOreduced-28,964-$706K
VTEBreduced-11,056-$542K
SNOWexited-2,883-$421K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004015, largest first. % of portfolio is the value over $118,572,780, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,062 shares; 2025Q1: 49,491 shares; 2025Q2: 51,773 shares 51,773$29.4M24.8%+2,282Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 222,698 shares; 2025Q1: 211,113 shares; 2025Q2: 268,293 shares 268,293$18M15.21%+57,180Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,699 shares; 2025Q1: 64,226 shares; 2025Q2: 59,481 shares 59,481$11.5M9.67%-4,745Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119,879 shares; 2025Q1: 124,405 shares; 2025Q2: 127,672 shares 127,672$7.28M6.14%+3,267Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,270 shares; 2025Q1: 15,099 shares; 2025Q2: 16,491 shares 16,491$7.23M6.1%+1,392Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,513 shares; 2025Q1: 33,818 shares; 2025Q2: 36,219 shares 36,219$6.4M5.4%+2,401Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,420 shares; 2025Q1: 7,395 shares; 2025Q2: 7,390 shares 7,390$4.57M3.85%-5Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,561 shares; 2025Q1: 70,322 shares; 2025Q2: 91,394 shares 91,394$4.52M3.81%+21,072Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,814 shares; 2025Q1: 19,832 shares; 2025Q2: 19,802 shares 19,802$4.21M3.55%-30Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,626 shares; 2025Q1: 36,955 shares; 2025Q2: 36,368 shares 36,368$3.97M3.35%-587Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,337 shares; 2025Q1: 27,232 shares; 2025Q2: 33,132 shares 33,132$3.72M3.14%+5,900Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,718 shares; 2025Q1: 72,095 shares; 2025Q2: 83,755 shares 83,755$3.59M3.03%+11,660Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 135,361 shares; 2025Q1: 147,957 shares; 2025Q2: 118,993 shares 118,993$2.9M2.45%-28,964Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares 5,600$2.72M2.29%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,680 shares; 2025Q1: 12,680 shares; 2025Q2: 12,680 shares 12,680$1.32M1.12%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 183,299 shares; 2025Q1: 193,242 shares; 2025Q2: 49,893 shares 49,893$1.32M1.12%-143,349Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,479 shares; 2025Q1: 3,481 shares; 2025Q2: 3,481 shares 3,481$993K0.84%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,881 shares; 2025Q1: 29,592 shares; 2025Q2: 18,536 shares 18,536$909K0.77%-11,056Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,050 shares; 2025Q1: 25,416 shares; 2025Q2: 25,500 shares 25,500$839K0.71%+84Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,594 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares 2,528$546K0.46%0Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,290 shares; 2025Q1: 7,290 shares; 2025Q2: 7,105 shares 7,105$536K0.45%-185Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,245 shares; 2025Q1: 955 shares; 2025Q2: 924 shares 924$428K0.36%-31Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,115 shares; 2025Q1: 1,265 shares; 2025Q2: 1,195 shares 1,195$363K0.31%-70Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,448 shares; 2025Q1: 3,448 shares; 2025Q2: 3,448 shares 3,448$317K0.27%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,779 shares; 2025Q1: 3,006 shares; 2025Q2: 3,006 shares 3,006$294K0.25%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,372 shares; 2025Q1: 2,656 shares; 2025Q2: 1,870 shares 1,870$251K0.21%-786Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,819 shares 9,819$217K0.18%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares 1,030$211K0.18%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SNOWSNOWFLAKE INC2,883$421Kshares
UNHUNITEDHEALTH GROUP INC517$271Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004015 base2025-07-22acceptance time not in the bulk data set