13F Filings History of Journey Beyond Wealth, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$125,723,120
Signature - Title
Christopher McCall - CCO
Location
Roswell, GA
Summary
This page shows a list of all the recent 13F filings made by Journey Beyond Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Journey Beyond Wealth, LLC reported 31 stock holdings with total value $125,723,120 as of Q4 2025. Top holdings included VOO, VEU, VXF, VEA, and VUG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 31 $125,723,120 +$7,668,473 -$6,102,146 +$1,566,327 VOO, VEU, VXF, VEA, VUG 13F-HR 22 Jan 2026, 17:55
Q3 2025 30 $121,561,919 +$1,611,219 -$7,188,858 -$5,577,639 VOO, VEU, VXF, VEA, VUG 13F-HR 28 Oct 2025, 12:57
Q2 2025 28 $118,572,780 +$8,784,924 -$6,882,360 +$1,902,564 VOO, VEU, VXF, VEA, VUG 13F-HR 21 Jul 2025, 17:39
Q1 2025 29 $106,983,417 +$4,261,264 -$1,644,879 +$2,616,385 VOO, VEU, VXF, VEA, VTV 13F-HR 24 Apr 2025, 19:04
Q4 2024 30 $106,405,248 $0 $0 $0 VOO, VEU, VXF, VUG, VEA 13F-HR 11 Feb 2025, 17:52