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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 3 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FNDF SCHWAB STRATEGIC TR 163,205.0 $7.4M 0.62% NEW $45.21 +19.9%
42 V VISA INC Financial Services 20,924.0 $7.3M 0.62% -843.0 -3.9% $350.71 -6.9%
43 STOT SSGA ACTIVE TR 152,441.0 $7.2M 0.61% -21K -12.2% $47.28 -0.5%
44 IVV ISHARES TR 10,458.0 $7.2M 0.60% +603.0 +6.1% $684.94 +9.9%
45 XLV SELECT SECTOR SPDR TR 46,273.0 $7.2M 0.60% +42K +948.1% $154.80 -3.8%
46 FNDX SCHWAB STRATEGIC TR 258,343.0 $7.0M 0.59% -4K -1.4% $27.21 +13.6%
47 PRF INVESCO EXCHANGE TRADED FD T 146,552.0 $6.9M 0.58% -5K -3.2% $46.92 +13.9%
48 CTAS CINTAS CORP Industrials 36,100.0 $6.8M 0.57% -5K -12.3% $188.07 -9.2%
49 TJX TJX COS INC NEW Consumer Cyclical 44,154.0 $6.8M 0.57% -4K -8.7% $153.61 +3.1%
50 MPC MARATHON PETE CORP Energy 41,100.0 $6.7M 0.56% -14K -25.4% $163.15 +57.7%
51 AAXJ ISHARES TR 71,984.0 $6.7M 0.56% $93.12 +26.5%
52 MU MICRON TECHNOLOGY INC Technology 23,048.0 $6.6M 0.55% $285.41 +207.1%
53 VGSH VANGUARD SCOTTSDALE FDS 111,853.0 $6.6M 0.55% +6K +5.9% $58.73 -0.8%
54 EWT ISHARES INC 102,402.0 $6.5M 0.55% +11K +12.1% $63.53 +59.9%
55 LINC LINCOLN EDL SVCS CORP Consumer Defensive 251,754.0 $6.1M 0.51% -3K -1.3% $24.15 +101.9%
56 AMP AMERIPRISE FINL INC Financial Services 12,208.0 $6.0M 0.50% -987.0 -7.5% $490.34 -7.4%
57 SPY SPDR S&P 500 ETF TR Financial Services 8,795.0 $6.0M 0.50% +235.0 +2.8% $680.47 +10.1%
58 EWY ISHARES INC 60,001.0 $5.8M 0.49% $97.22 +104.0%
59 DBND DOUBLELINE ETF TRUST 125,136.0 $5.8M 0.49% +67K +113.8% $46.36 -2.0%
60 HD HOME DEPOT INC Consumer Cyclical 16,852.0 $5.8M 0.49% -2K -10.0% $344.10 -10.0%
Page 3 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%