SEC Form 13F

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$128,348,150
Positions154

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYGST STR P500GRW$8,856,37574,429
NVIDIA CORPORATIONNVDACOM$7,621,64238,091
AMAZON COM INCAMZNCOM$4,066,55717,062
TESLA INCTSLACOM$3,887,6069,243
ALPHABET INCGOOGLCAP STK CL A$3,856,97010,792
SPDR SERIES TRUSTBILST STR BLO 1 ETF$3,808,38741,559
MICROSOFT CORPMSFTCOM$3,648,1899,780
META PLATFORMS INCMETACL A$2,985,3185,300
ALPHABET INCGOOGCAP STK CL C$2,834,7858,023
VISA INCVCOM CL A$2,666,7497,773

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page