StockDriftsStockDriftsTop 50 Journey Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ETF TR | 4.85% | 2.39M | $63.4M | +4.01%(+92.29K) | $26.43(-0.94%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.34% | 797.0K | $56.8M | +0.61%(+4.80K) | $50.34(+47.02%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.24% | 146.3K | $42.3M | +0.86%(+1.25K) | $127.18(+140.11%) | 2026-06-30 | |
| MTUM | ISHARES TR | 2.85% | 108.7K | $37.3M | +76.43%(+47.07K) | $205.16(+57.04%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.56% | 89.7K | $33.5M | +1.25%(+1.11K) | $271.14(+79.27%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.38% | 87.0K | $31.1M | +1.54%(+1.32K) | $163.85(+110.39%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 2.28% | 203.4K | $29.8M | +24.32%(+39.79K) | $142.48(+0.52%) | 2026-06-30 | |
| ILF | ISHARES TR | 2.15% | 835.0K | $28.2M | +4.22%(+33.83K) | $28.24(+18.98%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.97% | 21.4K | $25.7M | -1.12%(-242) | $260.19(+353.27%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.79% | 71.7K | $23.5M | +0.58%(+415) | $132.82(+174.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.04% | +44.43% | +8.23% | +48.50% |
| Top 20 Holdings Unweighted | +12.35% | +41.81% | +7.03% | +40.48% |
Journey Advisory Group, LLC reports $1.31B in US-listed equity holdings across 282 positions in its most recent 13F filing. Its largest disclosed positions are PYLD (4.8%), VEA (4.3%) and AAPL (3.2%). The top 20 holdings account for 43.75% of reported assets. Its disclosed equity book has returned +44.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Journey Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840085). View Journey Advisory Group, LLC’s 13F filings on SEC