JOURNEY STRATEGIC WEALTH LLC — 13F holdings

JOURNEY STRATEGIC WEALTH LLC reported 3,980 holdings worth $4.03B in its 13F filing for Q1 2026, filed April 15, 2026.

Largest positions

1. JNJ JOHNSON & JOHNSON — $1.71B (42.5%)
2. SPY SPDR S&P 500 ETF TR — $464M (11.5%)
3. IVV ISHARES TR — $349M (8.7%)
4. AAPL APPLE INC — $223M (5.5%)
5. TBIL RBB FD INC — $41.5M (1.0%)
6. VOO VANGUARD INDEX FDS — $39.5M (1.0%)
7. MSFT MICROSOFT CORP — $39.4M (1.0%)
8. NVDA NVIDIA CORPORATION — $39.1M (1.0%)
9. PEP PEPSICO INC — $34.1M (0.8%)
10. SPYV SPDR SERIES TRUST — $31.9M (0.8%)