Joseph Group Capital Management
Q1 2026 13F Holdings
- Locationcolumbus, OH
- Num holdings
379
- Value ($000)
$400,363
- Date Filed 05/08/2026
- Form type13F-HR
- CIK 0001910383
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $38.85M | 10 % | 825,177 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $30.63M | 8 % | 786,242 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $27.93M | 7 % | 362,216 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $27.65M | 7 % | 1,039,010 | ||
FINANCIAL INVS TR | CORECOMMODITY NA | 31761T886 | $17.22M | 4 % | 429,465 | ||
WISDOMTREE TR | GLB HIGH DIV FD | 97717W877 | $13.87M | 4 % | 209,165 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $13.19M | 3 % | 136,439 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $12.9M | 3 % | 221,641 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.94M | 3 % | 323,853 | ||
ISHARES TR | EXPANDED TECH | 464287515 | $8.77M | 2 % | 109,524 |
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