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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 14 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GDXJ VANECK ETF TRUST 2,317.0 $228K 0.02% NEW $98.25 +35.0%
262 EW EDWARDS LIFESCIENCES CORP Healthcare 2,516.0 $228K 0.02% -150.0 -5.6% $90.46 -0.7%
263 XLB SELECT SECTOR SPDR TR 4,460.0 $227K 0.02% -522.0 -10.5% $50.83 +5.3%
264 KR KROGER CO Consumer Defensive 4,062.0 $226K 0.02% -6K -57.9% $55.53 +4.3%
265 IYW ISHARES TR 870.0 $219K 0.02% NEW $252.23 -2.0%
266 FIVE FIVE BELOW INC Consumer Cyclical 1,200.0 $216K 0.02% NEW $179.79 +39.2%
267 C CITIGROUP INC Financial Services 1,541.0 $216K 0.02% NEW $139.96 -5.9%
268 SPYG SPDR SERIES TRUST 1,807.0 $215K 0.02% NEW $118.99 +1.0%
269 FDX FEDEX CORP Industrials 675.0 $211K 0.02% -50.0 -6.9% $313.13 +3.8%
270 OXY OCCIDENTAL PETE CORP Energy 4,345.0 $211K 0.02% NEW $48.57 +26.2%
271 IBDR ISHARES TR 8,664.0 $210K 0.02% -767K -98.9% $24.23 -0.0%
272 IWD ISHARES TR 852.0 $207K 0.02% -698.0 -45.0% $242.43 +6.1%
273 BINC BLACKROCK ETF TRUST II 3,900.0 $204K 0.02% NEW $52.34 -0.6%
274 VRT VERTIV HOLDINGS CO Industrials 607.0 $203K 0.02% NEW $334.82 -21.8%
275 IBB ISHARES TR 1,062.0 $202K 0.01% NEW $190.19 +12.3%
276 EFV ISHARES TR 2,617.0 $200K 0.01% NEW $76.55 +7.4%
277 LIN LINDE PLC Basic Materials 386.0 $200K 0.01% NEW $518.94 -6.0%
278 ISHARES TR 640.0 $179K 0.01% NEW $280.30
279 NMR NOMURA HLDGS INC Financial Services 19,088.0 $168K 0.01% -592K -96.9% $8.78 +10.7%
280 IMMUNITYBIO INC 18,123.0 $159K 0.01% NEW $8.76
Page 14 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%