Arkolith/Funds/Journey Advisory Group, LLC

Journey Advisory Group, LLC

CIK 1840085
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Journey Advisory Group, LLC holds a diversified book of 282 stocks worth $1.3B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Ishares Expanded Tech-Softwa and trimmed Eli Lilly & Co. Their largest long position is Pimco Multisector Bond Actv at 5% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Journey Advisory Group, LLC's latest
holdings, largest changes, and filing provenance.
Opened
140
new positions
Added to
115
existing
Trimmed
91
reduced
Sold out
8
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.3%
+13.4%/yr · since Nov '24
Their reported book
+23.6%
held from quarter-end
S&P 500
+29.2%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Aug '26
Journey Advisory Group, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Journey Advisory Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
28%
Top 20 holdings
44%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

49% mapped to company sectors

ETF / fund or unclassified
51%
Information Technology
17%
Financials
6%
Health Care
6%
Consumer Discretionary
6%
Materials
4%
Industrials
4%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Journey Advisory Group, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$563.2B
UBS Group AG80 / 80$149.3B
RAYMOND JAMES FINANCIAL INC80 / 80$90.9B
ENVESTNET ASSET MANAGEMENT INC80 / 80$86.3B
LPL Financial LLC80 / 80$85.1B
OSAIC HOLDINGS, INC.80 / 80$17.3B
JPMORGAN CHASE & CO79 / 80$511.8B
BANK OF AMERICA CORP /DE/79 / 80$385.4B

Ranked by how many of Journey Advisory Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

282 positions
#SecurityValueShares% PortLast moveHistory
1Pimco ETF TR
MULTISECTOR BD
$63.4M2.39M
4.8%
+4.0%
Added · +92K sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$56.8M797.0K
4.3%
+0.6%
Added · +5K sh
3Apple Inc
COM
$42.3M146.3K
3.2%
+0.9%
Added · +1K sh
4Ishares TR
MSCI USA MMENTM
$37.3M108.7K
2.8%
+76%
Added · +47K sh
5Microsoft Corp
COM
$33.5M89.7K
2.6%
+1.3%
Added · +1K sh
6Alphabet Inc
CAP STK CL A
$31.1M87.0K
2.4%
+1.5%
Added · +1K sh
7Procter & Gamble Co
COM
$29.8M203.4K
2.3%
+24%
Added · +40K sh
8Ishares TR
LATN AMER 40 ETF
$28.2M835.0K
2.2%
+4.2%
Added · +34K sh
9Eli Lilly & Co
COM
$25.7M21.4K
2.0%
−1.1%
Reduced · −242 sh
10JPMorgan Chase & Co
COM
$23.5M71.7K
1.8%
+0.6%
Added · +415 sh
11Ishares TR
EXPANDED TECH
$22.3M246.0K
1.7%
New
New position
12Schwab Strategic TR
SHT TM US TRES
$21.7M901.0K
1.7%
+4.8%
Added · +41K sh
13Vanguard Intl Equity Index F
FTSE EUROPE ETF
$21.4M241.2K
1.6%
−0.5%
Reduced · −1K sh
14Ishares TR
MSCI USA MIN ETF
$21.2M219.5K
1.6%
+0.4%
Added · +881 sh
15Broadcom Inc
COM
$21.0M55.7K
1.6%
−3.8%
Reduced · −2K sh
16Ishares TR
IBONDS 28 TRM TS
$19.5M878.7K
1.5%
+0.9%
Added · +8K sh
17Ishares TR
IBONDS 27 TRM TS
$19.1M853.5K
1.5%
−2.1%
Reduced · −19K sh
18Vanguard Specialized Funds
DIV APP ETF
$18.3M77.3K
1.4%
+4.1%
Added · +3K sh
19Ishares TR
0-3 MTH TREASURY
$18.2M180.5K
1.4%
−72%
Reduced · −457K sh
20Nvidia Corporation
COM
$18.0M90.1K
1.4%
+18%
Added · +14K sh
21Ishares TR
IBOND DEC 2030
$17.6M902.8K
1.3%
+6.0%
Added · +51K sh
22Ishares TR
IBONDS 29 TRM TS
$17.5M808.7K
1.3%
+1.4%
Added · +11K sh
23Ishares TR
MSCI USA QLT FCT
$17.4M79.4K
1.3%
−1.1%
Reduced · −873 sh
24Vaneck ETF Trust
OIL REFINERS ETF
$15.9M345.7K
1.2%
+48%
Added · +112K sh
25Invesco QQQ TR
UNIT SER 1
$13.8M18.7K
1.1%
+162%
Added · +12K sh
26Ishares TR
CORE S&P MCP ETF
$13.7M177.1K
1.0%
−8.9%
Reduced · −17K sh
27Ishares TR
CORE DIV GRWTH
$13.3M175.5K
1.0%
−1.3%
Reduced · −2K sh
28Marathon Pete Corp
COM
$12.6M49.1K
1.0%
+0.4%
Added · +185 sh
29Doubleline ETF Trust
OPPO CORE BD ETF
$12.4M272.1K
0.9%
−45%
Reduced · −224K sh
30Abbvie Inc
COM
$11.9M47.5K
0.9%
+0.4%
Added · +181 sh
31Select Sector SPDR TR
ST STR TECHN ETF
$11.3M59.2K
0.9%
−0.3%
Reduced · −206 sh
32Amazon Com Inc
COM
$11.0M46.1K
0.8%
+3.8%
Added · +2K sh
33Ge Aerospace
COM NEW
$10.6M28.3K
0.8%
−3.6%
Reduced · −1K sh
34Ssga Active ETF TR
ST STR TOTAL ETF
$10.5M267.2K
0.8%
−48%
Reduced · −247K sh
35Schwab Strategic TR
FUNDAMENTAL INTL
$10.3M195.8K
0.8%
−0.7%
Reduced · −1K sh
36Wisdomtree TR
US QTLY DIV GRT
$10.1M105.3K
0.8%
−0.3%
Reduced · −271 sh
37Costco Wholesale Corporation
COM
$9.7M10.3K
0.7%
+0.5%
Added · +52 sh
38Select Sector SPDR TR
ST STR CARE ETF
$9.2M58.0K
0.7%
+7.1%
Added · +4K sh
39Meta Platforms Inc
CL A
$8.9M15.8K
0.7%
+1.0%
Added · +151 sh
40Walmart Inc
COM
$8.7M77.2K
0.7%
+0.8%
Added · +635 sh
41Waste Mgmt Inc Del
COM
$8.2M36.7K
0.6%
−0.1%
Reduced · −45 sh
42Applied Matls Inc
COM
$8.1M11.3K
0.6%
+6.1%
Added · +648 sh
43Lincoln Edl Svcs Corp
COM
$7.8M156.2K
0.6%
+0.5%
Added · +836 sh
44Ishares TR
CHINA LG-CAP ETF
$7.6M241.9K
0.6%
−2.8%
Reduced · −7K sh
45Caseys Gen Stores Inc
COM
$7.4M9.3K
0.6%
~0%
Reduced · −3 sh
46Schwab Strategic TR
FUNDAMENTAL US L
$7.3M235.0K
0.6%
+1.2%
Added · +3K sh
47Visa Inc
COM CL A
$7.2M21.1K
0.6%
+6.9%
Added · +1K sh
48Invesco Exchange Traded FD T
RAFI US 1000 ETF
$7.1M130.8K
0.5%
−3.4%
Reduced · −5K sh
49Valero Energy Corp
COM
$7.0M26.8K
0.5%
+24%
Added · +5K sh
50TJX Cos Inc New
COM
$6.8M44.9K
0.5%
−0.5%
Reduced · −211 sh
Showing 50 of 282 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026282$1.3B13F-HR
Q1 2026Mar 31, 2026May 5, 2026244$1.2B13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026263$1.2B13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025268$1.4B13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025276$1.3B13F-HR
Q1 2025Mar 31, 2025May 13, 2025275$1.2B13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025226$835.2M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024226$835.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.