JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Ammon, ID
CIK
0002122180
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 248 487,092 SPYG, NVDA, TSLA, MSFT 13F-HR 4/29/2026 000117266126001571