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Portfolio (Quarterly) Guide ↗

Journey Advisory Group, LLC

· CIK 0001840085
13F Portfolio $1.2B AUM 263 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 86 Added 121 Reduced 18 Exited
Page 2 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISHARES TR 817,511.0 $16.2M 1.36% +550K +206.1% $19.85
22 MTUM ISHARES TR 64,199.0 $16.1M 1.35% -912.0 -1.4% $250.31 +21.3%
23 NVDA NVIDIA CORPORATION Technology 71,338.0 $13.3M 1.12% -10K -12.5% $186.50 +15.5%
24 DGRO ISHARES TR 180,032.0 $12.5M 1.05% -2K -0.9% $69.42 +7.8%
25 MCHI ISHARES TR 190,832.0 $11.5M 0.96% +44K +29.6% $60.07 -7.5%
26 ABBV ABBVIE INC Healthcare 48,076.0 $11.0M 0.92% -2K -4.4% $228.49 -5.6%
27 DGRW WISDOMTREE TR 120,055.0 $10.7M 0.90% -1K -1.1% $89.43 +7.7%
28 META META PLATFORMS INC Communication Services 14,962.0 $9.9M 0.83% +1K +10.6% $660.09 -7.5%
29 WMT WALMART INC Consumer Defensive 87,334.0 $9.7M 0.81% +4K +5.2% $110.87 +8.5%
30 GE GE AEROSPACE Industrials 31,206.0 $9.6M 0.81% -1K -3.4% $308.03 -1.7%
31 FXI ISHARES TR 249,882.0 $9.6M 0.81% +11K +4.5% $38.29 -7.2%
32 GLD SPDR GOLD TR Financial Services 23,991.0 $9.5M 0.80% -2K -8.1% $396.31 +4.4%
33 XLK SELECT SECTOR SPDR TR 64,584.0 $9.3M 0.78% +33K +105.4% $144.06 +25.2%
34 COST COSTCO WHSL CORP NEW Consumer Defensive 10,539.0 $9.1M 0.76% -1K -9.8% $862.37 +19.2%
35 EWH ISHARES INC 411,325.0 $8.7M 0.73% +98K +31.2% $21.25 +10.5%
36 SGOV ISHARES TR 86,209.0 $8.7M 0.73% -71K -45.3% $100.38 +0.2%
37 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 512,737.0 $8.1M 0.68% -4K -0.7% $15.86 +22.3%
38 WM WASTE MGMT INC DEL Industrials 36,462.0 $8.0M 0.67% -3K -7.2% $219.71 -0.8%
39 TOTL SSGA ACTIVE ETF TR 196,353.0 $7.9M 0.67% +5K +2.5% $40.25 -2.3%
40 IJR ISHARES TR 64,568.0 $7.8M 0.65% -160K -71.3% $120.18 +14.3%
Page 2 of 14  ·  262 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 26.0%
Financial Services 21.3%
Industrials 11.3%
Healthcare 9.3%
Consumer Defensive 9.2%
Communication Services 7.3%
Consumer Cyclical 5.2%
Energy 4.7%
Basic Materials 3.0%
Utilities 1.9%