What does Joseph Group Capital Management hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Joseph Group Capital Management 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

J P MORGAN EXCHANGE TRADED F

$39M825K9.7%

DIMENSIONAL ETF TRUST

$31M786K7.7%

VANGUARD STAR FDS

$28M362K7.0%

SCHWAB STRATEGIC TR

$28M1.0M6.9%

FINANCIAL INVS TR

$17M429K4.3%

WISDOMTREE TR

$14M209K3.5%

VANECK ETF TRUST

$13M136K3.3%

BLACKROCK ETF TRUST

$13M222K3.2%

SCHWAB STRATEGIC TR

$10M324K2.5%

ISHARES TR

$9M110K2.2%

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