Journey Advisory Group, LLC
All 13F Filings
- Location
- Covington, KY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,189,196
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 262 | 1,189,196 | 13F-HR | Journey Advisory Group, LLC |
| Q3 2025 | 11/10/2025 | 267 | 1,350,392 | 13F-HR | Journey Advisory Group, LLC |
| Q2 2025 | 7/30/2025 | 275 | 1,286,104 | 13F-HR | Journey Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 903 K | 75.9% | 0 | 148.9 K | -148.9 K |
| ETFs | 194.6 K | 16.4% | 0 | 12.54 K | -12.54 K |
| Debt | 91.66 K | 7.7% | 660 | 0 | 660 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
1,189,196
Holdings
262
QoQ value change ($000)
-161,196
(-11.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.