13F Filings History of Journey Advisory Group, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$1,189,196,319
Signature - Title
Andrew Armstrong - Compliance Consultant
Location
Covington, KY
Summary
This page shows a list of all the recent 13F filings made by Journey Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Journey Advisory Group, LLC reported 262 stock holdings with total value $1,189,196,319 as of Q4 2025. Top holdings included VEA, IJH, MSFT, BND, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 262 $1,189,196,319 +$100,979,140 -$281,169,477 -$180,190,337 VEA, IJH, MSFT, BND, AAPL 13F-HR 27 Jan 2026, 14:35
Q3 2025 266 $1,350,391,582 +$64,481,581 -$86,479,196 -$21,997,615 RIO, MSFT, IJH, AAPL, BND 13F-HR 10 Nov 2025, 10:45
Q2 2025 275 $1,286,104,485 +$94,271,989 -$89,109,624 +$5,162,365 RIO, MSFT, IJH, BND, VEA 13F-HR 30 Jul 2025, 08:40
Q1 2025 273 $1,222,360,246 +$436,181,653 -$75,742,209 +$360,439,444 RIO, IJH, BND, AAPL, MSFT 13F-HR 13 May 2025, 12:30
Q4 2024 226 $784,603,473 +$4,370,212 -$3,981,850 +$388,362 IJH, MSFT, AAPL, PG, BND 13F-HR 04 Feb 2025, 13:29
Q3 2024 226 $815,673,861 +$1,347,786 -$2,718,019 -$1,370,233 IJH, MSFT, AAPL, PG, BND 13F-HR 12 Nov 2024, 17:10
Q2 2024 225 $836,707,865 +$51,335,799 -$30,820,996 +$20,514,803 IJH, MSFT, AAPL, PG, BND 13F-HR 02 Aug 2024, 13:04
Q1 2024 237 $811,412,770 +$132,072,342 -$71,108,316 +$60,964,026 IJH, MSFT, PG, AAPL, IJR 13F-HR 09 May 2024, 15:11
Q4 2023 216 $735,282,798 +$48,330,896 -$39,460,872 +$8,870,024 IJH, AAPL, MSFT, PG, IJR Restatement 14 Feb 2024, 10:25
Q3 2023 214 $669,551,836 +$48,042,945 -$20,135,810 +$27,907,135 IJH, AAPL, MSFT, PG, IJR 13F-HR 15 Nov 2023, 12:42
Q2 2023 225 $668,922,898 +$50,719,768 -$45,917,632 +$4,802,136 AAPL, MSFT, IJH, PG, QUAL 13F-HR 09 Aug 2023, 09:40
Q1 2023 231 $632,737,506 +$249,351,801 -$31,559,627 +$217,792,174 AAPL, MSFT, PG, IJH, QUAL 13F-HR 04 May 2023, 10:37
Q4 2022 219 $401,955,905 +$46,832,371 -$68,342,911 -$21,510,540 PG, AAPL, MSFT, IJH, LLY 13F-HR 07 Feb 2023, 14:05
Q3 2022 235 $391,938,000 +$18,879,413 -$16,120,429 +$2,758,984 AAPL, MSFT, PG, JPST, IJH 13F-HR 09 Nov 2022, 14:48
Q2 2022 242 $422,326,000 +$74,650,115 -$10,722,725 +$63,927,390 AAPL, MSFT, PG, IJH, JPST 13F-HR 02 Aug 2022, 14:42
Q1 2022 217 $394,929,000 +$56,902,087 -$6,847,427 +$50,054,660 AAPL, PG, MSFT, JPST, IJH 13F-HR 13 May 2022, 10:15
Q4 2021 208 $361,992,000 +$30,409,592 -$6,248,428 +$24,161,164 AAPL, PG, MSFT, IJH, JPST 13F-HR 11 Feb 2022, 11:55
Q3 2021 196 $308,649,000 +$17,429,566 -$20,438,371 -$3,008,805 AAPL, PG, MSFT, JPST, IJH 13F-HR 12 Nov 2021, 09:09
Q2 2021 199 $314,210,000 +$20,910,212 -$6,450,636 +$14,459,576 AAPL, PG, MSFT, IJH, JPST 13F-HR 13 Aug 2021, 12:36
Q1 2021 194 $285,936,000 +$14,062,817 -$4,855,500 +$9,207,317 AAPL, PG, IJH, MSFT, JPST 13F-HR 11 May 2021, 11:54
Q4 2020 180 $267,012,000 $0 $0 $0 AAPL, PG, IJH, JPST, SPY 13F-HR 19 Jan 2021, 14:54