Journey Advisory Group, LLC: 13F holdings
CIK 18400852026Q2
| Positions | 282 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 282 (+38 vs prior quarter) |
|---|
| Reported value | $1.3bn (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PYLD PIMCO ETF TR | 2,392,375 | $63.4m | 4.8% |
| VEA VANGUARD TAX-MANAGED FDS | 796,992 | $56.8m | 4.3% |
| AAPL APPLE INC | 146,313 | $42.3m | 3.2% |
| MTUM ISHARES TR | 108,657 | $37.3m | 2.8% |
| MSFT MICROSOFT CORP | 89,712 | $33.5m | 2.6% |
| GOOGL ALPHABET INC | 87,041 | $31.1m | 2.4% |
| PG PROCTER & GAMBLE CO | 203,435 | $29.8m | 2.3% |
| ILF ISHARES TR | 834,982 | $28.2m | 2.2% |
| LLY ELI LILLY & CO | 21,437 | $25.7m | 2.0% |
| JPM JPMORGAN CHASE & CO | 71,743 | $23.5m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840085")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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