JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
133
113,545
SPYG, NVDA, BIL, TSLA
13F-HR
5/15/2026
000117266126002057
Q4 2025
248
487,092
SPYG, NVDA, TSLA, MSFT
13F-HR
4/29/2026
000117266126001571