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Journey Advisory Group, LLC
CIK:0001840085
Investment Adviser
$1B AUM
273 holdings
Journey Advisory Group, LLC is an SEC-registered investment advisor. They create personalized financial roadmaps for individuals, families, and businesses, focusing on long-lasting relationships and simplifying complex financial terms.
Latest 13F Filing Activity
Journey Advisory Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 271 equity positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp., Ssga Active TR, Broadcom Inc. among other positions. Journey Advisory Group, LLC reduced exposure to Rio Tinto PLC, Adecoagro S A, Ishares TR among others.
Top Holdings
Equity Positions (271)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RIO | RIO TINTO PLC | 11.37% | $146.2M | 2,506,793 | $60.08 | $58.33 | -$7.6M |
M MSFT | MICROSOFT CORP | 3.56% | $45.8M | 92,009 | $270.59 | $497.41 | +$11.7M |
I IJH | ISHARES TR | 3.29% | $42.4M | 683,248 | $50.20 | $62.02 | -$668.7K |
B BND | VANGUARD BD INDEX FDS | 2.94% | $37.9M | 514,187 | $73.60 | $73.63 | +$2.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 2.76% | $35.5M | 622,858 | $47.84 | $57.01 | +$5.9M |
Industry Allocation
METAL MINING
+12.6%
SERVICES-PREPACKAGED SOFTWARE
+4.1%
SEMICONDUCTORS & RELATED DEVICES
+3.7%
PHARMACEUTICAL PREPARATIONS
+3.0%
ELECTRONIC COMPUTERS
+2.9%
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