Journey Beyond Wealth, LLC

CIK

2052989

Location

ROSWELL, GA

Portfolio Value

Micro $6,228,792

Diversification

Highly concentrated

Filing Date

Global Rank

#7,924 / 8,232 ▲ 72

Top Industry

Aerospace & Defense 42.6%

3Y Alpha vs SPY

-7.0%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.8%

SPY

+23.4%

Annualised alpha

-7.0%

Max drawdown

−10.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

75.4%

+21.6 pts

Top 5

96.4%

+1.0 pts

Top 10

100.0%

0.0 pts

HHI

5,821

Highly concentrated+1,951

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.8%	$5,157,969	3
Industrials	7.3%	$455,710	1
Consumer Defensive	5.8%	$359,293	1
Technology	4.1%	$255,820	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
LMT	Lockheed Martin Corp	−150	754	$455,710
SPY	Spdr S&P 500 ETF Trust	−80	7,225	$4,698,706
AAPL	Apple Inc.	−26	1,008	$255,820
WMT	Walmart Inc.	−10	2,891	$359,293
GLD	Spdr Gold Trust	−2	550	$236,659
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BRK-B	Berkshire Hathaway Inc	5,600	$2,814,840
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $6,228,792 total · as of Mar 31, 2026

All sectors Consumer Defensive Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	7,225	-80	$4,698,706	−5.7%	75.44%
LMT	Lockheed Martin Corp Industrials	Reduced	754	-150	$455,710	+4.2%	7.32%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,891	-10	$359,293	+11.2%	5.77%
AAPL	Apple Inc. Technology	Reduced	1,008	-26	$255,820	−9.0%	4.11%
GLD	Spdr Gold Trust	Reduced	550	-2	$236,659	+8.2%	3.80%
IAU	Ishares Gold Trust	Held	2,525	0	$222,604	+8.6%	3.57%