Journey Advisory Group, LLC

Q3 2025 13F Holdings

  • Location
    covington, KY
  • Num holdings

    267

  • Value ($000)

    $1,350,392

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0001840085
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
R
RIO

RIO TINTO PLC

SPONSORED ADR
767204100
$161.62M
12 %

2,459,471

M
MSFT

MICROSOFT CORP

COM
594918104
$47.36M
4 %

91,442

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$44.63M
3 %

683,820

A
AAPL

APPLE INC

COM
037833100
$38.98M
3 %

153,091

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$38.92M
3 %

523,326

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$37.71M
3 %

629,404

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$26.74M
2 %

224,993

P
PG

PROCTER AND GAMBLE CO

COM
742718109
$26.61M
2 %

173,199

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$24.73M
2 %

127,148

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$23.88M
2 %

75,718

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