JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC — 13F holdings

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported 339 holdings worth $140M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

1. SPYG SPDR SERIES TRUST — $9.67M (6.9%)
2. NVDA NVIDIA CORPORATION — $8.53M (6.1%)
3. MSFT MICROSOFT CORP — $4.98M (3.6%)
4. AMZN AMAZON COM INC — $4.12M (2.9%)
5. GOOGL ALPHABET INC — $3.93M (2.8%)
6. BIL SPDR SERIES TRUST — $3.74M (2.7%)
7. META META PLATFORMS INC — $3.31M (2.4%)
8. AAPL APPLE INC — $2.97M (2.1%)
9. TSLA TESLA INC — $2.69M (1.9%)
10. GOOG ALPHABET INC — $2.52M (1.8%)