Joel Adams & Associates, Inc.
13F Portfolio Filings
Most recent 13F Q1 2026Location asheville, NCCIK 0002020459All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
64 | $134.66M | VOO, AGG, EAGG, VSGX | 13F-HR | Apr 20, 2026 | 000195175726000647 | ||
63 | $133.03M | VOO, AGG, EAGG, VSGX | 13F-HR | Jan 27, 2026 | 000195175726000310 | ||
63 | $123.98M | VOO, AGG, EAGG, VSGX | 13F-HR | Nov 6, 2025 | 000195175725001275 | ||
61 | $112.97M | VOO, AGG, EAGG, VANGUARD MUN BD FDS | 13F-HR | Jul 25, 2025 | 000195175725000969 | ||
61 | $111.14M | VOO, AGG, VANGUARD MUN BD FDS, EAGG | 13F-HR | Apr 22, 2025 | 000195175725000417 | ||
58 | $110.07M | VOO, AGG, VANGUARD MUN BD FDS, EAGG | 13F-HR | Jan 31, 2025 | 000195175725000161 |