Journey Advisory Group
$1.2B Assets Reported
271 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SGOV | ISHARES TR | 637,029 | $64M | 5.5% |
| PYLD | PIMCO ETF TR | 2,300,083 | $60M | 5.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 792,195 | $51M | 4.4% |
| AAPL | APPLE INC | 145,063 | $37M | 3.2% |
| MSFT | MICROSOFT CORP | 88,604 | $33M | 2.8% |
| ILF | ISHARES TR | 801,157 | $28M | 2.4% |
| GOOGL | ALPHABET INC | 85,723 | $25M | 2.1% |
| PG | PROCTER & GAMBLE CO | 163,643 | $24M | 2.0% |
| DBND | DOUBLELINE ETF TRUST | 496,108 | $23M | 1.9% |
| JPM | JPMORGAN CHASE & CO | 71,328 | $21M | 1.8% |
Track Journey Advisory Group's 13F portfolio: $1.2B in reported holdings, 271 positions. Top holdings, AUM, and quarterly changes on SentiSense.