Journey Advisory Group, LLC
Q4 2025 13F Holdings
- Locationcovington, KY
- Num holdings
262
- Value ($000)
$1,189,196
- Date Filed01/27/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $45.66M | 4 % | 730,840 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $44.2M | 4 % | 669,713 | ||
MICROSOFT CORP | COM | 594918104 | $42.78M | 4 % | 88,462 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $40.74M | 3 % | 550,053 | ||
APPLE INC | COM | 037833100 | $40.14M | 3 % | 147,645 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $25.65M | 2 % | 81,945 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $25.17M | 2 % | 126,715 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | $25.01M | 2 % | 174,490 | ||
ELI LILLY & CO | COM | 532457108 | $23.7M | 2 % | 22,055 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $23.7M | 2 % | 73,540 |
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