Journey Advisory Group, LLC

Institutional manager (13F) · CIK 1840085

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $841M

#	Issuer	Value	Shares
1	ISHARES TR	$64M	637,029
2	PIMCO ETF TR	$60M	2,300,083
3	VANGUARD TAX-MANAGED FDS	$51M	792,195
4	APPLE INC	$37M	145,063
5	MICROSOFT CORP	$33M	88,604
6	ISHARES TR	$28M	801,157
7	ALPHABET INC	$25M	85,723
8	PROCTER & GAMBLE CO	$24M	163,643
9	DOUBLELINE ETF TRUST	$23M	496,108
10	JPMORGAN CHASE & CO	$21M	71,328
11	SCHWAB STRATEGIC TR	$21M	859,892
12	SSGA ACTIVE ETF TR	$20M	513,876
13	ISHARES TR	$20M	218,582
14	VANGUARD INTL EQUITY INDEX F	$20M	242,475
15	ELI LILLY & CO	$20M	21,679
16	ISHARES TR	$20M	872,105
17	ISHARES TR	$19M	870,420
18	BROADCOM INC	$18M	57,920
19	ISHARES TR	$17M	797,733
20	ISHARES TR	$17M	851,413
21	VANGUARD SPECIALIZED FUNDS	$16M	74,267
22	ISHARES TR	$15M	80,236
23	ISHARES TR	$15M	61,587
24	NVIDIA CORPORATION	$13M	76,292
25	ISHARES TR	$13M	194,424
26	ISHARES TR	$12M	177,870
27	MARATHON PETE CORP	$12M	48,920
28	VANECK ETF TRUST	$12M	233,373
29	ABBVIE INC	$10M	47,291
30	COSTCO WHOLESALE CORPORATION	$10M	10,277
31	SCHWAB STRATEGIC TR	$10M	197,258
32	WALMART INC	$9M	76,547
33	WISDOMTREE TR	$9M	105,557
34	AMAZON COM INC	$9M	44,351
35	META PLATFORMS INC	$9M	15,698
36	ISHARES TR	$9M	248,738
37	WASTE MGMT INC DEL	$8M	36,723
38	GE AEROSPACE	$8M	29,364
39	SELECT SECTOR SPDR TR	$8M	54,121
40	SELECT SECTOR SPDR TR	$8M	59,374
41	TJX COS INC NEW	$7M	45,128
42	SPDR GOLD TR	$7M	16,511
43	CASEYS GEN STORES INC	$7M	9,264
44	EXXON MOBIL CORP	$7M	39,759
45	JBS N.V.	$7M	367,865
46	CINTAS CORP	$6M	38,317
47	SCHWAB STRATEGIC TR	$6M	232,093
48	INVESCO EXCHANGE TRADED FD T	$6M	135,385
49	ISHARES INC	$6M	276,218
50	ISHARES INC	$6M	89,575

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.