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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 2 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISHARES TR 902,785.0 $17.6M 1.35% +85K +10.4% $19.54
22 ISHARES TR 808,737.0 $17.5M 1.34% +36K +4.6% $21.65
23 QUAL ISHARES TR 79,363.0 $17.4M 1.33% -47K -37.4% $219.43 +1.7%
24 CRAK VANECK ETF TRUST 345,669.0 $15.9M 1.22% +247K +248.8% $46.08 +32.4%
25 QQQ INVESCO QQQ TR Financial Services 18,731.0 $13.8M 1.05% +11K +150.7% $736.40 -3.1%
26 IJH ISHARES TR 177,072.0 $13.7M 1.04% -493K -73.6% $77.11 -0.4%
27 DGRO ISHARES TR 175,501.0 $13.3M 1.02% -5K -2.5% $75.79 +5.0%
28 MPC MARATHON PETE CORP Energy 49,105.0 $12.6M 0.96% +8K +19.5% $255.67 +41.1%
29 DBND DOUBLELINE ETF TRUST 272,062.0 $12.4M 0.95% +147K +117.4% $45.59 -1.4%
30 ABBV ABBVIE INC Healthcare 47,472.0 $11.9M 0.91% -604.0 -1.3% $251.64 +5.3%
31 XLK SELECT SECTOR SPDR TR 59,168.0 $11.3M 0.86% -5K -8.4% $190.52 -3.8%
32 AMZN AMAZON COM INC Consumer Cyclical 46,055.0 $11.0M 0.84% +23K +97.0% $238.34 +8.5%
33 GE GE AEROSPACE Industrials 28,296.0 $10.6M 0.81% -3K -9.3% $373.73 -6.8%
34 TOTL SSGA ACTIVE ETF TR 267,195.0 $10.5M 0.81% +71K +36.1% $39.47 -1.8%
35 FNDF SCHWAB STRATEGIC TR 195,847.0 $10.3M 0.79% +33K +20.0% $52.76 +5.8%
36 DGRW WISDOMTREE TR 105,286.0 $10.1M 0.77% -15K -12.3% $95.62 +3.8%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 10,329.0 $9.7M 0.74% -210.0 -2.0% $935.49 +1.3%
38 XLV SELECT SECTOR SPDR TR 57,962.0 $9.2M 0.70% +12K +25.3% $158.66 +10.1%
39 META META PLATFORMS INC Communication Services 15,849.0 $8.9M 0.68% +887.0 +5.9% $563.29 -2.4%
40 WMT WALMART INC Consumer Defensive 77,182.0 $8.7M 0.67% -10K -11.6% $113.26 -8.4%
Page 2 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%