JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC: 13F holdings
CIK 21221802026Q2
| Positions | 154 |
|---|---|
| Reported value | $128.3m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYG SPDR SERIES TRUST | 74,429 | $8.9m | 6.9% |
| NVDA NVIDIA CORPORATION | 38,091 | $7.6m | 5.9% |
| AMZN AMAZON COM INC | 17,062 | $4.1m | 3.2% |
| TSLA TESLA INC | 9,243 | $3.9m | 3.0% |
| GOOGL ALPHABET INC | 10,792 | $3.9m | 3.0% |
| BIL SPDR SERIES TRUST | 41,559 | $3.8m | 3.0% |
| MSFT MICROSOFT CORP | 9,780 | $3.6m | 2.8% |
| META META PLATFORMS INC | 5,300 | $3.0m | 2.3% |
| GOOG ALPHABET INC | 8,023 | $2.8m | 2.2% |
| V VISA INC | 7,773 | $2.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2122180")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.