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JOURNEY STRATEGIC WEALTH LLC

Q4 2025 13F Holdings

  • Location
    summit, NJ
  • Num holdings

    763

  • Value ($000)

    $3,805,247

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001909316
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
J
JNJ

JOHNSON & JOHNSON

COM
478160104
$1.46B
38 %

7,052,942

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$499.02M
13 %

731,788

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$372.84M
10 %

544,345

A
AAPL

APPLE INC

COM
037833100
$235.6M
6 %

866,637

T
TBIL

RBB FD INC

US TREAS 3 MNTH
74933W452
$53.19M
1 %

1,066,396

M
MSFT

MICROSOFT CORP

COM
594918104
$52.88M
1 %

109,341

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$36.45M
1 %

195,468

P
PEP

PEPSICO INC

COM
713448108
$31.56M
1 %

219,905

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$29.57M
1 %

520,483

A
AVGO

BROADCOM INC

COM
11135F101
$26.65M
1 %

76,988

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