JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported 154 positions worth $128.3M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: SPYG (6.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYG | SH | $8.9M | 6.90% | 74,429 | — | — | |
| ▸ 2 | NVDA | SH | $7.6M | 5.94% | 38,091 | — | — | |
| ▸ 3 | AMZN | SH | $4.1M | 3.17% | 17,062 | — | — | |
| ▸ 4 | TSLA | SH | $3.9M | 3.03% | 9,243 | — | — | |
| ▸ 5 | GOOGL | SH | $3.9M | 3.00% | 10,792 | — | — | |
| ▸ 6 | BIL | SH | $3.8M | 2.97% | 41,559 | — | — | |
| ▸ 7 | MSFT | SH | $3.6M | 2.84% | 9,780 | — | — | |
| ▸ 8 | META | SH | $3.0M | 2.33% | 5,300 | — | — | |
| ▸ 9 | GOOG | SH | $2.8M | 2.21% | 8,023 | — | — | |
| ▸ 10 | V | SH | $2.7M | 2.08% | 7,773 | — | — |
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Frequently Asked Questions
What stocks does JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC hold as of Q2 2026?
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported 154 positions worth $128.3M in its Q2 2026 13F filing. Largest positions: SPYG (6.9%), NVDA (5.9%), AMZN (3.2%), TSLA (3.0%) and GOOGL (3.0%).
What did JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.