JOURNEY STRATEGIC WEALTH LLC

Q2 2025 13F Detailed Holdings

Location
Summit, NJ
Holdings as of
6/30/2025
Value ($000)
$3,082,075
Num holdings
3,050
Date filed
8/12/2025
Form type
13F-HR
Prev filing
5/6/2025
Next filing
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
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 SpiderRock Advisors, LLC
2 CAPITAL WEALTH MANAGEMENT, LLC
3 BRAMSHILL INVESTMENTS, LLC
4 Risk Paradigm Group, LLC
5 Neuberger Berman Investment Advisers LLC
6 PARAMETRIC PORTFOLIO ASSOCIATES
7 AQR CAPITAL MANAGEMENT, LLC
8 Invesco Advisers, Inc.
9 DIMENSIONAL FUND ADVISORS LP
10 Fidelity Institutional Asset Management Trust Co
11 Ethic Inc.
12 CARRICK LANE LLC
13 ADHESION WEALTH ADVISOR SOLUTIONS