Long-term investor
Journey Beyond Wealth, LLC @journeybeyondwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052989).
Record
- Tracked since 2025-06-30 (448 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days +14.4% · 6 months n/a · 1 year +23.9% · all +23.9%
- Max drawdown n/a · win rate 57% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 26.9% · long · since 2025-06-30
- 922042775 · 12.5% · long · since 2025-06-30
- 922908652 · 7.5% · long · since 2025-06-30
- 921943858 · 6.7% · long · since 2025-06-30
- 922908744 · 5.7% · long · since 2025-06-30
- 922908736 · 5.6% · long · since 2025-06-30
- 922042858 · 4.2% · long · since 2025-06-30
- 78462F103 · 4.1% · long · since 2025-06-30
- 337345102 · 4.1% · long · since 2025-06-30
- 464287549 · 3.5% · long · since 2025-06-30
- 25434V807 · 3.3% · long · since 2025-06-30
- 464287804 · 2.7% · long · since 2025-06-30