13F Insight
DOSSIER · 13F-HR · Q1 2026

Journey Advisory Group, LLC

$1.2B in tracked AUM across 244 positions as of Q1 2026.

JA
CIK 0001840085 · last filed Mar 31, 2026
Total AUM
$1.2B
as of Q1 2026
Holdings
244
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Journey Advisory Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SGOV
ISHARES TR
$64M637K5.5%02
PYLD
PIMCO ETF TR
$60M2.3M5.1%03
VEA
VANGUARD TAX-MANAGED FDS
$51M792K4.3%04
AAPL
APPLE INC
$37M145K3.1%05
MSFT
MICROSOFT CORP
$33M89K2.8%06
ILF
ISHARES TR
$28M801K2.4%07
GOOGL
ALPHABET INC
$25M86K2.1%08
PG
PROCTER & GAMBLE CO
$24M164K2.0%09
DBND
DOUBLELINE ETF TRUST
$23M496K1.9%10
JPM
JPMORGAN CHASE & CO
$21M71K1.8%

Filing history

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 positionsLocked2023Q2Jun 30
$672M▲ 5.5%
227 positionsLocked
Showing 12 of 22