Journey Beyond Wealth, LLC
- SEC CIK
- 0002052989
- Latest filing
- Aug 5, 2026
The latest 13F from Journey Beyond Wealth, LLC covers Q2 2026 (filed Aug 5, 2026): 30 long positions worth $128.1M. The top 10 holdings make up 80.6% of the portfolio, and the largest is Vanguard S&P 500 ETF at 26.9%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 2
- Est. +$501.3K
- Added
- 4
- Est. +$170.5K
- Reduced
- 19
- Est. −$5.85M
- Sold out
- 1
- Est. −$222.6K
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard S&P 500 ETF92290836326.9%$34.4M
- Vanguard Ftse All-World Ex-US Index Fund92204277512.5%$16.0M
- Vanguard Index FDS9229086527.5%$9.55M
- Vanguard Ftse Developed Markets ETF9219438586.7%$8.52M
- Vanguard Morningstar Value ETF9229087445.7%$7.24M
Biggest buys
New and added positions, by estimated amount bought
- iShares Tr464288158+$252.0KNew
- Vanguard World FD921910725+$249.3KNew
- Global X FDS37954Y889+$141.2KAdded
- Dimensional ETF Trust25434V781+$19.0KAdded
- iShares Tr464288885+$9.95KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- iShares Tr464288158+0.20 pp0.0% → 0.2%
- Vanguard World FD921910725+0.19 pp0.0% → 0.2%
- Global X FDS37954Y889+0.12 pp0.2% → 0.3%
- Vanguard Morningstar Large-Cap ETF922908637+0.04 pp0.8% → 0.9%
- iShares Tr464288885+0.01 pp0.2% → 0.2%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Ftse All-World Ex-US Index Fund922042775−$1.66MReduced
- Vanguard S&P 500 ETF922908363−$1.58MReduced
- Vanguard Index FDS922908652−$705.6KReduced
- iShares Tr464287549−$417.6KReduced
- iShares Core S&P Small Cap ETF464287804−$262.8KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Ftse All-World Ex-US Index Fund922042775−1.10 pp13.6% → 12.5%
- Dimensional ETF Trust25434V807−0.40 pp3.7% → 3.3%
- Schwab Strategic Tr808524862−0.34 pp2.8% → 2.4%
- Schwab US Dividend Equity ETF808524797−0.19 pp2.4% → 2.2%
- IAUiShares Gold Trust
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $128.1M
- +$11.6M (+10.0%) vs. prior quarter
- Positions
- 30
- +1 vs. prior quarter
- Top 10 concentration
- 80.6%
- Top 10 as share of value
- Turnover
- 0.5%
- Q2 2026, one quarter
- Average holding period
- 6.8 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $128.1M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 5, 2026 | 30 | $128.1M | Vanguard S&P 500 ETFVanguard Ftse All-World Ex-US Index FundVanguard Index FDS | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 28, 2026 | 29 | $116.4M | Vanguard S&P 500 ETFVanguard Ftse All-World Ex-US Index FundVanguard Index FDS | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 23, 2026 | 31 | $125.7M | Vanguard S&P 500 ETFVanguard Ftse All-World Ex-US Index FundVanguard Index FDS | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 28, 2025 | 30 | $121.6M | Vanguard S&P 500 ETFVanguard Ftse All-World Ex-US Index FundVanguard Index FDS | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 22, 2025 | 28 | $118.6M | Vanguard S&P 500 ETFVanguard Ftse All-World Ex-US Index FundVanguard Index FDS | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 25, 2025 | 29 | $107.0M | Vanguard S&P 500 ETFVanguard Ftse All-World Ex-US Index FundVanguard Index FDS | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 12, 2025 | 30 | $106.4M | Vanguard S&P 500 ETFVanguard Ftse All-World Ex-US Index FundVanguard Index FDS | – | SEC |