Joseph Group Capital Management: 13F holdings
CIK 19103832026Q2
| Positions | 387 |
|---|
| Reported value | $476.0m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 387 (+8 vs prior quarter) |
|---|
| Reported value | $476.0m (+18.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JCPB J P MORGAN EXCHANGE TRADED F | 862,060 | $40.5m | 8.5% |
| DFAI DIMENSIONAL ETF TRUST | 785,542 | $32.4m | 6.8% |
| VXUS VANGUARD STAR FDS | 358,140 | $30.6m | 6.4% |
| SCHP SCHWAB STRATEGIC TR | 1,045,552 | $27.7m | 5.8% |
| HELO J P MORGAN EXCHANGE TRADED F | 307,601 | $20.8m | 4.4% |
| CCNR FINANCIAL INVS TR | 443,569 | $16.5m | 3.5% |
| DYNF BLACKROCK ETF TRUST | 223,451 | $15.2m | 3.2% |
| MOAT VANECK ETF TRUST | 137,649 | $14.3m | 3.0% |
| DEW WISDOMTREE TR | 207,600 | $14.3m | 3.0% |
| SCHD SCHWAB STRATEGIC TR | 322,053 | $10.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910383")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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