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Joule Financial, LLC

Q2 2026 13F Holdings

  • Location
    lexington, KY
  • Num holdings

    116

  • Value ($000)

    $368,779

  • Date Filed
    07/15/2026
  • Form type
    13F-HR
  • CIK
    0001929070
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$69.11M
19 %

941,400

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$46.41M
13 %

218,109

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$30.92M
8 %

326,912

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$29.75M
8 %

272,760

S
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
808524607
$28.06M
8 %

776,769

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$25.77M
7 %

812,806

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$9.52M
3 %

133,661

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$8.64M
2 %

144,763

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VANGUARD WORLD FD

INF TECH ETF
92204A702
$6.35M
2 %

53,143

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$6.03M
2 %

69,761

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