Portfolio (Quarterly) Guide ↗

Journey Beyond Wealth, LLC

· CIK 0002052989

13F Portfolio $116M AUM 29 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 Added 17 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	BERKSHIRE HATHAWAY INC DEL	—	5,600	$2.8M	2.24%	SOLD
2	SCHF	SCHWAB STRATEGIC TR	—	11,259	$271K	0.21%	SOLD

Sector Allocation

Financial Services 82.8%

Industrials 7.3%

Consumer Defensive 5.8%

Technology 4.1%