Journey Advisory Group, LLC Portfolio Holdings
Journey Advisory Group, LLC
- $1.16 Billion
- Q4 2025
Journey Advisory Group, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 263 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $44.9M, Vanguard Ftse Developed Market with a value of $44.8M, Ishares Core S&P Mid Cap ETF with a value of $43M, Vanguard Bd Index Fd Inc Total with a value of $40.8M, and Apple Inc. with a value of $39.5M.
Examining the 13F form we can see an decrease of $146M in the current position value, from $1.31B to 1.16B.
Below you can find more details about Journey Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
ETFs: $590 Million
Technology: $154 Million
Financial Services: $97.5 Million
Industrials: $60.9 Million
Healthcare: $54.1 Million
Consumer Defensive: $54 Million
Communication Services: $39.1 Million
Consumer Cyclical: $30.3 Million
Other: $68.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 263
- Current Value $1.16 Billion
- Prior Value $1.31 Billion
- Filing
- Period Q4 2025
- Filing Date January 27, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 14 stocks
- Additional Purchases 93 stocks
- Sold out of 0 stocks
- Reduced holdings in 130 stocks