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Portfolio (Quarterly) Guide ↗

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

· CIK 0002122180
13F Portfolio $113.5B AUM 265 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 2 Added 128 Reduced 118 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MDLZ MONDELEZ INTL INC Consumer Defensive 9,248.0 $533K 0.47% +4K +84.2% $57.64 +5.8%
2 FENI FIDELITY COVINGTON TRUST 6,891.0 $256K 0.23% +749.0 +12.2% $37.20 +5.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.0%
Communication Services 15.2%
Healthcare 12.7%
Consumer Cyclical 11.1%
Financial Services 11.1%
Industrials 9.3%
Consumer Defensive 5.7%
Energy 5.3%
Utilities 2.9%
Basic Materials 1.9%