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Amanda Coetzee

Journey Strategic Wealth Llc

Assets Managed
$4.029B
Holdings
821
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
5.89%(2Q avg: 6.61%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Journey Strategic Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 821 positions.

Assets under management

The assets under management (AUM) of Journey Strategic Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.029B in assets, with a quarterly growth rate of 5.89% and a 2-quarter average growth rate of 6.61%. The portfolio is managed by Amanda Coetzee, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.76%
42.47%
$1.711B
6.999M shares@ $244.45 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.4%
11.53%
$464.481M
714,212 shares@ $650.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.91%
8.66%
$348.78M
533,947 shares@ $653.22 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.34%
5.54%
$222.877M
878,194 shares@ $253.8 avg price
TBIL
Us Treasury 3 Month Bill Etf
Recent Activity
Decreased -21.92%
1.04%
$41.513M
832,583 shares@ $49.87 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 69.44%
0.98%
$39.481M
66,071 shares@ $597.55 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.62%
0.98%
$39.414M
106,475 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 14.68%
0.98%
$39.094M
224,161 shares@ $174.4 avg price
PEP
Pepsico Inc
Recent Activity
Decreased -0.26%
0.85%
$34.058M
219,322 shares@ $155.29 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 8.2%
0.8%
$31.862M
563,131 shares@ $56.58 avg price

1-10 of 821