JOURNEY STRATEGIC WEALTH LLC

Q1 2026 13F-HR Detailed Holdings

Location
Summit, NJ
Holdings as of
3/31/2026
Value ($000)
$4,029,206,473
Num holdings
3,980
Date filed
4/15/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
4/15/2026
 Price As-Of
3/31/2026
 Price Now
4/24/2026

Other Managers

Num Name File Number
1 AQR CAPITAL MANAGMENT 028-10120
2 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
3 Bramshill Investments, LLC 028-18128
4 SpiderRock Advisors, LLC 028-18017
5 CAPITAL WEALTH MANAGEMENT, LLC 028-18388
6 Risk Paradigm Group, LLC 028-16891
7 Neuberger Berman Investment Advisers LLC 028-17085
8 Invesco Advisers, Inc. 028-00255
9 DIMENSIONAL FUND ADVISORS LP 028-01186
10 Fidelity Institutional Asset Management Trust Co 028-12283
11 Ethic Inc. 028-19978
12 Atria Investments, Inc 028-14921