CIK 1840085
Journey Advisory Group, LLC
Institutional 13F holdings & portfolio
Holdings
262
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 262
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 731K | $1M+ | SH |
| IJH | ISHARES TR | 670K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 88K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 550K | $1M+ | SH |
| AAPL | APPLE INC | 148K | $1M+ | SH |
| GOOGL | ALPHABET INC | 82K | $1M+ | SH |
| QUAL | ISHARES TR | 127K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 174K | $1M+ | SH |
| LLY | ELI LILLY & CO | 22K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 74K | $1M+ | SH |
| USMV | ISHARES TR | 222K | $1M+ | SH |
| AVGO | BROADCOM INC | 60K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 237K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 795K | $1M+ | SH |
| IBTH | ISHARES TR | 850K | $1M+ | SH |
| IBTI | ISHARES TR | 846K | $1M+ | SH |
| IBDR | ISHARES TR | 775K | $1M+ | SH |
| IBTJ | ISHARES TR | 773K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 76K | $1M+ | SH |
| ILF | ISHARES TR | 548K | $1M+ | SH |
| IBTK | ISHARES TR | 818K | $1M+ | SH |
| MTUM | ISHARES TR | 64K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 71K | $1M+ | SH |
| DGRO | ISHARES TR | 180K | $1M+ | SH |
| MCHI | ISHARES TR | 191K | $1M+ | SH |
| ABBV | ABBVIE INC | 48K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 120K | $1M+ | SH |
| META | META PLATFORMS INC | 15K | $1M+ | SH |
| WMT | WALMART INC | 87K | $1M+ | SH |
| GE | GE AEROSPACE | 31K | $1M+ | SH |
| FXI | ISHARES TR | 250K | $1M+ | SH |
| GLD | SPDR GOLD TR | 24K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 65K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 11K | $1M+ | SH |
| EWH | ISHARES INC | 411K | $1M+ | SH |
| SGOV | ISHARES TR | 86K | $1M+ | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 513K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 36K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 196K | $1M+ | SH |
| IJR | ISHARES TR | 65K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 163K | $1M+ | SH |
| V | VISA INC | 21K | $1M+ | SH |
| STOT | SSGA ACTIVE TR | 152K | $1M+ | SH |
| IVV | ISHARES TR | 10K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 46K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 258K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 147K | $1M+ | SH |
| CTAS | CINTAS CORP | 36K | $1M+ | SH |
| TJX | TJX COS INC NEW | 44K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 41K | $1M+ | SH |