Journey Advisory Group, LLC
All 13F Filings
- Location
- Covington, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,308,480
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 282 | 1,308,480 | 13F-HR | Journey Advisory Group, LLC |
| Q1 2026 | 5/5/2026 | 244 | 1,173,017 | 13F-HR | Journey Advisory Group, LLC |
| 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 | 651.2 K | 49.8% | 103.1 K | 0 | 103.1 K |
| ETFs | 578.4 K | 44.2% | 35.64 K | 0 | 35.64 K |
| Debt | 77.78 K | 5.9% | 2.737 K | 0 | 2.737 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,308,480
Holdings
282
QoQ value change ($000)
135,463
(11.5%)
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.