Institutions / Journey Advisory Group, LLC
Journey Advisory Group, LLC
CIK 1840085 · Institution · as of Dec 31, 2025
Portfolio value
$1.19B
Positions
262
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 262 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $45.66M | 3.8% |
| iShares Tr | $44.20M | 3.7% |
| Microsoft Corp | $42.78M | 3.6% |
| Vanguard Bd Index Fds | $40.74M | 3.4% |
| Apple Inc. | $40.14M | 3.4% |
| Alphabet Inc. | $25.65M | 2.2% |
| iShares MSCI UAE ETF | $25.17M | 2.1% |
| PROCTER & GAMBLE Co | $25.01M | 2.1% |
| ELI LILLY & Co | $23.70M | 2.0% |
| JPMORGAN CHASE & CO | $23.70M | 2.0% |
| iShares MSCI UAE ETF | $20.92M | 1.8% |
| Broadcom Inc. | $20.84M | 1.8% |
| Vanguard Intl Equity Index F | $19.80M | 1.7% |
| Schwab Strategic Tr | $19.38M | 1.6% |
| iShares Tr | $19.10M | 1.6% |
| iShares Tr | $18.92M | 1.6% |
| iShares Tr | $18.79M | 1.6% |
| iShares Tr | $16.96M | 1.4% |
| Vanguard Specialized Funds | $16.71M | 1.4% |
| iShares Tr | $16.69M | 1.4% |
| iShares Tr | $16.22M | 1.4% |
| iShares MSCI UAE ETF | $16.07M | 1.4% |
| NVIDIA Corp | $13.30M | 1.1% |
| iShares Tr | $12.50M | 1.1% |
| iShares Tr | $11.46M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.