Journey Advisory Group, LLC
Q2 2025 13F Holdings
- Locationcovington, KY
- Num holdings
275
- Value ($000)
$1,286,104
- Date Filed07/30/2025
- Form type13F-HR
- CIK0001840085
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RIO RIO TINTO PLC | SPONSORED ADR | 767204100 | $146.22 M | 11 % | 2,506,793 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $45.77 M | 4 % | 92,009 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $42.38 M | 3 % | 683,248 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $37.86 M | 3 % | 514,187 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $35.51 M | 3 % | 622,858 | ||
AAPL APPLE INC | COM | 037833100 | $31.93 M | 3 % | 155,647 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $29.10 M | 2 % | 182,661 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $24.48 M | 2 % | 223,980 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $23.49 M | 2 % | 128,492 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $21.72 M | 2 % | 74,918 |
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