JOURNEY STRATEGIC WEALTH LLC
JOURNEY STRATEGIC WEALTH LLC reported 821 positions worth $4.03B as of March 31, 2026 (13F filed April 15, 2026). Largest holding: JNJ (42.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JNJ | SH | $1.71B | 42.46% | 6,998,885 | — | — | |
| ▸ 2 | SPY | SH | $464.5M | 11.53% | 714,212 | — | — | |
| ▸ 3 | IVV | SH | $348.8M | 8.66% | 533,947 | — | — | |
| ▸ 4 | AAPL | SH | $222.9M | 5.53% | 878,194 | — | — | |
| ▸ 5 | TBIL | SH | $41.5M | 1.03% | 832,583 | — | — | |
| ▸ 6 | VOO | SH | $39.5M | 0.98% | 66,071 | — | — | |
| ▸ 7 | MSFT | SH | $39.4M | 0.98% | 106,475 | — | — | |
| ▸ 8 | NVDA | SH | $39.1M | 0.97% | 224,161 | — | — | |
| ▸ 9 | PEP | SH | $34.1M | 0.85% | 219,322 | — | — | |
| ▸ 10 | SPYV | SH | $31.9M | 0.79% | 563,131 | — | — |
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Frequently Asked Questions
What stocks does JOURNEY STRATEGIC WEALTH LLC hold as of Q1 2026?
JOURNEY STRATEGIC WEALTH LLC reported 821 positions worth $4.03B in its Q1 2026 13F filing. Largest positions: JNJ (42.5%), SPY (11.5%), IVV (8.7%), AAPL (5.5%) and TBIL (1.0%).
What did JOURNEY STRATEGIC WEALTH LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JOURNEY STRATEGIC WEALTH LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.