Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Journey Advisory Group, LLC (CIK 1840085) reported $1.17B across 242 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($64.1M, 5.47%), PYLD ($60.3M, 5.14%), VEA ($50.8M, 4.33%), AAPL ($36.8M, 3.14%), MSFT ($32.8M, 2.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $64.1M | 5.47% | 637,029 | Added |
| 2 | PYLD | PIMCO ETF TR | $60.3M | 5.14% | 2.3M | New |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $50.8M | 4.33% | 792,195 | Added |
| 4 | AAPL | APPLE INC | $36.8M | 3.14% | 145,063 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $32.8M | 2.80% | 88,604 | Added |
| 6 | ILF | ISHARES TR | $28.5M | 2.43% | 801,157 | Added |
| 7 | GOOGL | ALPHABET INC | $24.7M | 2.10% | 85,723 | Added |
| 8 | PG | PROCTER & GAMBLE CO | $23.6M | 2.02% | 163,643 | Trimmed |
| 9 | DBND | DOUBLELINE ETF TRUST | $22.7M | 1.94% | 496,108 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $21.0M | 1.79% | 71,328 | Trimmed |
| 11 | SCHO | SCHWAB STRATEGIC TR | $20.9M | 1.78% | 859,892 | Added |
| 12 | TOTL | SSGA ACTIVE ETF TR | $20.4M | 1.74% | 513,876 | Added |
| 13 | USMV | ISHARES TR | $20.3M | 1.73% | 218,582 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $19.9M | 1.70% | 21,679 | Trimmed |
| 15 | VGK | VANGUARD INTL EQUITY INDEX F | $20.0M | 1.70% | 242,475 | Added |
| 16 | IBTH | ISHARES TR | $19.6M | 1.67% | 872,105 | Added |
| 17 | IBTI | ISHARES TR | $19.4M | 1.65% | 870,420 | Added |
| 18 | AVGO | BROADCOM INC | $17.9M | 1.53% | 57,920 | Trimmed |
| 19 | IBTJ | ISHARES TR | $17.4M | 1.49% | 797,733 | Added |
| 20 | IBTK | ISHARES TR | $16.8M | 1.43% | 851,413 | Added |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $16.0M | 1.36% | 74,267 | Trimmed |
| 22 | QUAL | ISHARES TR | $15.4M | 1.31% | 80,236 | Trimmed |
| 23 | MTUM | ISHARES TR | $14.8M | 1.26% | 61,587 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $13.3M | 1.13% | 76,292 | Added |
| 25 | IJH | ISHARES TR | $13.1M | 1.12% | 194,424 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31