What does Joel Adams & Associates, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Joel Adams & Associates, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$20M33K14.5%

ISHARES TR

$18M183K13.5%

ISHARES TR

$11M223K7.9%

VANGUARD WORLD FD

$10M143K7.6%

VANGUARD MUN BD FDS

$9M189K7.0%

MORGAN STANLEY ETF TRUST

$8M98K5.8%

ISHARES TR

$5M57K3.8%

PIMCO ETF TR

$5M50K3.7%

VANGUARD STAR FDS

$4M57K3.3%

ISHARES TR

$3M46K2.3%

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