SEC Form 13F

Journey Beyond Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$128,057,655
Positions30

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$34,429,76550,130
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$15,952,977190,483
VANGUARD INDEX FDSVXFEXTEND MKT ETF$9,551,79338,795
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$8,515,905119,521
VANGUARD INDEX FDSVTVVALUE ETF$7,236,59833,206
VANGUARD INDEX FDSVUGGROWTH ETF$7,192,69083,500
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$5,411,36890,658
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$5,237,0997,013
FIRST TR EXCHANGE-TRADED FDQTECSHS$5,204,61415,551
ISHARES TRIGMEXPND TEC SC ETF$4,461,31827,273

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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