Joel Adams & Associates, Inc.: 13F holdings
CIK 20204592026Q2
| Positions | 68 |
|---|
| Reported value | $155.7m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 68 (+4 vs prior quarter) |
|---|
| Reported value | $155.7m (+15.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 32,441 | $22.3m | 14.3% |
| AGG ISHARES TR | 191,138 | $18.9m | 12.1% |
| CVLC MORGAN STANLEY ETF TRUST | 126,566 | $12.0m | 7.7% |
| VSGX VANGUARD WORLD FD | 144,564 | $11.9m | 7.6% |
| EAGG ISHARES TR | 230,463 | $10.9m | 7.0% |
| VTEB VANGUARD MUN BD FDS | 211,201 | $10.7m | 6.9% |
| IEFA ISHARES TR | 58,417 | $5.6m | 3.6% |
| MINT PIMCO ETF TR | 52,430 | $5.3m | 3.4% |
| VXUS VANGUARD STAR FDS | 57,874 | $4.9m | 3.2% |
| MUB ISHARES TR | 30,985 | $3.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2020459")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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