Journey Advisory Group, LLC - Portfolio overview

Journey Advisory Group, LLC has 287 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Basic Materials and Technology.

Largest reported holdings by portfolio allocation

1. RIO - RIO TINTO PLC, 11.41%
2. SGOV - ISHARES TR, 4.54%
3. PYLD - PIMCO ETF TR, 4.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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