Journey Beyond Wealth, LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Unclassified | 82.8% | $5,157,969 |
| Industrials | 7.3% | $455,710 |
| Consumer Defensive | 5.8% | $359,293 |
| Technology | 4.1% | $255,820 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarterNo 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. | ||||
1 positions ·
$359,293 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,891 | $359,293 | 100.00% |