Sign In
test

Andy Armstrong

Journey Advisory Group, Llc

Assets Managed
$1.173B
Holdings
244
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-1.36%(2Q avg: -6.64%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Journey Advisory Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 244 positions.

Assets under management

The assets under management (AUM) of Journey Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.173B in assets, with a quarterly growth rate of -1.36% and a 2-quarter average growth rate of -6.64%. The portfolio is managed by Andy Armstrong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 638.94%
5.47%
$64.123M
637,029 shares@ $100.66 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
New Position
5.14%
$60.262M
2.3M shares@ $26.21 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 8.4%
4.33%
$50.764M
792,195 shares@ $64.09 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.74%
3.14%
$36.816M
145,063 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.17%
2.8%
$32.798M
88,604 shares@ $370.17 avg price
ILF
Ishares Latin America 40 Etf
Recent Activity
Increased 46.2%
2.43%
$28.457M
801,157 shares@ $35.52 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.62%
2.11%
$24.65M
85,723 shares@ $287.56 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -6.21%
2.02%
$23.637M
163,643 shares@ $144.45 avg price
DBND
Doubleline Opport Bnd Etf
Recent Activity
Increased 296.46%
1.94%
$22.727M
496,108 shares@ $45.81 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -3%
1.79%
$20.982M
71,328 shares@ $294.16 avg price

1-10 of 244