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Portfolio (Quarterly) Guide ↗

Journey Advisory Group, LLC

· CIK 0001840085
13F Portfolio $1.3B AUM 282 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 50 New 78 Added 130 Reduced 30 Exited
Page 13 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AME AMETEK INC Industrials 1,213.0 $293K 0.02% NEW $241.94 -1.0%
242 IBDT ISHARES TR 11,500.0 $290K 0.02% $25.25 -0.2%
243 SMLF ISHARES TR 3,158.0 $282K 0.02% -7K -67.5% $89.15 +0.2%
244 VHT VANGUARD WORLD FD 941.0 $281K 0.02% -10.0 -1.1% $299.01 +9.6%
245 ECL ECOLAB INC Basic Materials 1,000.0 $279K 0.02% -500.0 -33.3% $278.61 +1.1%
246 VXF VANGUARD INDEX FDS 1,128.0 $278K 0.02% NEW $246.21 -0.3%
247 NVS NOVARTIS AG Healthcare 1,737.0 $272K 0.02% -300.0 -14.7% $156.72 +1.4%
248 GDX VANECK ETF TRUST 3,575.0 $270K 0.02% NEW $75.45 +36.3%
249 SBUX STARBUCKS CORP Consumer Cyclical 2,584.0 $264K 0.02% -99.0 -3.7% $102.19 +4.8%
250 IEFA ISHARES TR 2,698.0 $261K 0.02% NEW $96.58 +4.4%
251 VB VANGUARD INDEX FDS 859.0 $260K 0.02% -760.0 -46.9% $303.22 +0.5%
252 WDC WESTERN DIGITAL CORP Technology 400.0 $255K 0.02% NEW $638.72 -28.1%
253 QCOM QUALCOMM INC Technology 1,360.0 $251K 0.02% -300.0 -18.1% $184.79 -13.0%
254 IBDW ISHARES TR 11,800.0 $246K 0.02% $20.84 -1.2%
255 IBDX ISHARES TR 9,700.0 $244K 0.02% $25.19 -1.4%
256 FITB FIFTH THIRD BANCORP Financial Services 4,327.0 $244K 0.02% -2K -30.3% $56.37 -2.8%
257 HEFA ISHARES TR 5,014.0 $235K 0.02% NEW $46.92 +0.7%
258 CMS CMS ENERGY CORP Utilities 3,050.0 $233K 0.02% -1K -24.7% $76.50 -10.8%
259 NKE NIKE INC Consumer Cyclical 5,651.0 $232K 0.02% -2K -29.8% $41.05 -0.7%
260 KEYS KEYSIGHT TECHNOLOGIES INC Technology 662.0 $232K 0.02% NEW $350.07 -9.7%
Page 13 of 15  ·  282 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.4%
Financial Services 16.2%
Industrials 12.0%
Healthcare 11.6%
Consumer Defensive 11.4%
Consumer Cyclical 6.6%
Communication Services 6.4%
Energy 6.4%
Basic Materials 2.3%
Utilities 2.0%