13F Insight
DOSSIER · 13F-HR · Q2 2026

Journey Advisory Group, LLC

$1.3B in tracked AUM across 282 positions as of Q2 2026.

JA
CIK 0001840085 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
282
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Journey Advisory Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PYLD
PIMCO ETF TR
$63M2.4M4.8%02
VEA
VANGUARD TAX-MANAGED FDS
$57M797K4.3%03
AAPL
APPLE INC
$42M146K3.2%04
MTUM
ISHARES TR
$37M109K2.8%05
MSFT
MICROSOFT CORP
$33M90K2.6%06
GOOGL
ALPHABET INC
$31M87K2.4%07
PG
PROCTER & GAMBLE CO
$30M203K2.3%08
ILF
ISHARES TR
$28M835K2.2%09
LLY
ELI LILLY & CO
$26M21K2.0%10
JPM
JPMORGAN CHASE & CO
$23M72K1.8%

Filing history

2026Q2Jun 30
$1.3B▲ 11.5%
282 positionsView →2026Q1Mar 31
$1.2B▼ 1.4%
244 positionsView →2025Q4Dec 31
$1.2B▼ 11.9%
263 positionsView →2025Q3Sep 30
$1.4B▲ 5.0%
268 positionsView →2025Q2Jun 30
$1.3B▲ 5.2%
276 positionsLocked2025Q1Mar 31
$1.2B▲ 46.4%
275 positionsLocked2024Q4Dec 31
$835M▼ 0.0%
226 positionsLocked2024Q3Sep 30
$835M▼ 0.2%
226 positionsLocked2024Q2Jun 30
$837M▲ 3.1%
225 positionsLocked2024Q1Mar 31
$811M▲ 10.4%
237 positionsLocked2023Q4Dec 31
$735M▲ 9.8%
216 positionsLocked2023Q3Sep 30
$670M▼ 0.4%
214 positionsLocked
Showing 12 of 23