Journey Beyond Wealth
Journey Beyond Wealth reported 30 stocks worth $128M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are VOO (26.9%), VEU (12.5%) and VXF (7.5%). Compared with Q1 2026, the fund opened new positions in SUB and VSGX, added to VUG, DISV and CATH, trimmed VOO, VEU and VXF and sold out of IAU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $34.4M | 26.9% | 50K | −2,297 (−4%) | 7 of 7 | |
| 2 |  VEU Vanguard Intl Equity Index F | $16M | 12.5% | 190K | −20K (−9%) | 7 of 7 | |
| 3 |  VXF Vanguard Index Fds | $9.6M | 7.5% | 39K | −2,866 (−7%) | 7 of 7 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $8.5M | 6.7% | 120K | −2,303 (−2%) | 7 of 7 | |
| 5 |  VTV Vanguard Index Fds | $7.2M | 5.7% | 33K | −55 (−0%) | 7 of 7 | |
| 6 |  VUG Vanguard Index Fds | $7.2M | 5.6% | 84K | +69K (+495%) | 7 of 7 | |
| 7 |  VWO Vanguard Intl Equity Index F | $5.4M | 4.2% | 91K | −2,306 (−2%) | 7 of 7 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $5.2M | 4.1% | 7,013 | −212 (−3%) | 7 of 7 | |
| 9 |  QTEC First TR Exchange Traded FD | $5.2M | 4.1% | 16K | −770 (−5%) | 7 of 7 | |
| 10 |  IGM Ishares TR | $4.5M | 3.5% | 27K | −2,553 (−9%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IAU Ishares Gold TR | $223K | 2,525 |
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Journey Beyond Wealth 13F FAQ
What does Journey Beyond Wealth own?
Journey Beyond Wealth reported 30 stocks worth $128M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are VOO (26.9%), VEU (12.5%) and VXF (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Journey Beyond Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 4 added to, 18 trimmed and 1 sold out. New positions include SUB and VSGX. It sold all of IAU.
When will Journey Beyond Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Journey Beyond Wealth's portfolio worth?
The Q2 2026 filing reports $128M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.