• 13F History

Journey Beyond Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$106M
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 30 stock holdings with total value $106M as of Q4 2024. Top holdings included VOO, VEU, VXF, VUG, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 30 $106M $0 $0 VOO, VEU, VXF, VUG, VEA 13F-HR 2/11/2025, 05:52 PM