Journey Strategic Wealth LLC
Journey Strategic Wealth LLC is a registered investment adviser headquartered in Summit, New Jersey. Founded in December 2020 and registered with the SEC, the firm primarily serves individuals, families, and institutions seeking comprehensive wealth management, investment management, and ongoing financial planning. As of December 31, 2024, Journey Strategic Wealth manages more than $3.76 billion in client assets. The firm is owned by Journey Strategic Holdings, LLC, whose principals have significant experience in the financial services industry. The team includes managing partners Michael C. Brown and Brian R. Flynn, co-founder and president Penny A. Phillips, Charles F. Britton, and others. The firm employs credentialed professionals providing tailored financial advice and portfolio management services.
Investment Strategy
Journey Strategic Wealth develops investment portfolios tailored to the unique goals and objectives of each client, using a personalized approach to asset allocation and financial planning. The firm focuses on understanding client needs through ongoing financial planning and monitoring, creating diversified portfolios that align with client risk tolerance, investment horizon, and objectives. Their process incorporates regular supervision, continuous plan monitoring, and adjustment of portfolios based on changing client circumstances and market conditions. Experience with both discretionary and non-discretionary assets enables them to adapt strategies to varied client preferences and requirements.
Latest 13F Filing Activity
Journey Strategic Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 656 equity positions with a total 13F market value of $3B. The fund increased holdings in SPDR S&P 500 Etf TR, Ishares TR, Microsoft Corp. among other positions. Journey Strategic Wealth LLC reduced exposure to Johnson & Johnson, Ishares TR, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (656)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JNJ | JOHNSON & JOHNSON | 35.62% | $1.10B | 7,186,324 | $165.10 | $152.75 | -$92.1M |
S SPY | SPDR S&P 500 ETF TR | 14.70% | $453.1M | 733,308 | $481.93 | $617.85 | +$43.0M |
I IVV | ISHARES TR | 10.35% | $318.9M | 513,539 | $424.08 | $620.90 | +$24.2M |
A AAPL | APPLE INC | 6.00% | $185.0M | 901,608 | $181.29 | $205.17 | -$4.6M |
M MSFT | MICROSOFT CORP | 1.78% | $54.8M | 110,134 | $394.65 | $497.41 | +$22.3M |
Industry Allocation
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