Journey Advisory Group, LLC
Q3 2025 13F Holdings
- Locationcovington, KY
- Num holdings
267
- Value ($000)
$1,350,392
- Date Filed11/10/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RIO RIO TINTO PLC | SPONSORED ADR | 767204100 | $161.62 M | 12 % | 2,459,471 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $47.36 M | 4 % | 91,442 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $44.63 M | 3 % | 683,820 | ||
AAPL APPLE INC | COM | 037833100 | $38.98 M | 3 % | 153,091 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $38.92 M | 3 % | 523,326 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $37.71 M | 3 % | 629,404 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $26.74 M | 2 % | 224,993 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $26.61 M | 2 % | 173,199 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $24.73 M | 2 % | 127,148 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $23.88 M | 2 % | 75,718 |
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