account_balance
Investment manager · 13F filer · SEC CIK 1840085
Journey Advisory Group, LLC
Reported value$1.34Bas of Sep 30, 2026
Positions279 11 new, 14 sold out
Top 10 weight30.2%PYLD alone is 5%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PYLDPimco ETF Tr
5.4%Added +20%
VEAVanguard Tax-Managed FDS
4.4%Added +4%
AAPLApple Inc.
3.6%
MSFTMicrosoft Corp
3.6%Added +5%
MTUMiShares Tr
2.6%
GOOGLAlphabet Inc.
2.3%Added +2%
PGProcter & Gamble Co
2.2%Added +2%
ILFiShares Tr
2.2%Added +4%
IGViShares Tr
2.0%
LLYELI Lilly & Co
1.9%
SCHOSchwab Strategic Tr
1.8%+11%
JPMJPMorgan Chase & Co
1.7%
PYLDPimco ETF Tr
5.4%Added +20%
VEAVanguard Tax-Managed FDS
4.4%Added +4%
AAPLApple Inc.
3.6%
MSFTMicrosoft Corp
3.6%
MTUMiShares Tr
2.6%
GOOGLAlphabet Inc.
2.3%
PGProcter & Gamble Co
2.2%
ILFiShares Tr
2.2%
IGV2.0%
LLY1.9%SCHO1.8%
JPM1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PYLD Pimco ETF Tr 5.4% Added +20%
VEA Vanguard Tax-Managed FDS 4.4% Added +4%
AAPL Apple Inc. 3.6% HeldMSFT Microsoft Corp 3.6% Added +5%MTUM iShares Tr 2.6% Held
GOOGL Alphabet Inc. 2.3% Added +2%PG Procter & Gamble Co 2.2% Added +2%ILF iShares Tr 2.2% Added +4%
IGV iShares Tr 2.0% Held
LLY ELI Lilly & Co 1.9% HeldSCHO Schwab Strategic Tr 1.8% Added +11%
JPM JPMorgan Chase & Co 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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