§ 13F · FUND PROFILE
Journey Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1286.1T (13F)Positions · 276Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 731K | $45.7T | 3.8% | +16% |
| 2 | IJH | ISHARES TR | 670K | $44.2T | 3.7% | −2% |
| 3 | MSFT | MICROSOFT CORP | 88K | $42.8T | 3.6% | −3% |
| 4 | BND | VANGUARD BD INDEX FDS | 550K | $40.7T | 3.4% | +5% |
| 5 | AAPL | APPLE INC | 148K | $40.1T | 3.4% | −4% |
| 6 | GOOGL | ALPHABET INC | 82K | $25.6T | 2.2% | −8% |
| 7 | QUAL | ISHARES TR | 127K | $25.2T | 2.1% | ±0% |
| 8 | PG | PROCTER AND GAMBLE CO | 174K | $25.0T | 2.1% | +1% |
| 9 | LLY | ELI LILLY & CO | 22K | $23.7T | 2.0% | −5% |
| 10 | JPM | JPMORGAN CHASE & CO. | 74K | $23.7T | 2.0% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOURNEY SIGNAL
AC read
Journey Advisory Group, LLC is a Other fund managing $1286104.5 trillion in assets. The fund runs a broad portfolio of 276 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed