Portfolio (Quarterly) Guide ↗

Journey Beyond Wealth, LLC

· CIK 0002052989

13F Portfolio $128M AUM 30 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 4 Added 16 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IAU	ISHARES GOLD TR	Financial Services	2,525	$223K	0.19%	SOLD

Sector Allocation

Financial Services 84.5%

Industrials 6.0%

Consumer Defensive 5.1%

Technology 4.4%