13F Insight
DOSSIER · 13F-HR · Q1 2026

Joseph Group Capital Management

$400M in tracked AUM across 379 positions as of Q1 2026.

JG
CIK 0001910383 · last filed Mar 31, 2026
Total AUM
$400M
as of Q1 2026
Holdings
379
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$39M825K9.7%02
DFAI
DIMENSIONAL ETF TRUST
$31M786K7.7%03
VXUS
VANGUARD STAR FDS
$28M362K7.0%04
SCHP
SCHWAB STRATEGIC TR
$28M1.0M6.9%05
CCNR
FINANCIAL INVS TR
$17M429K4.3%06
DEW
WISDOMTREE TR
$14M209K3.5%07
MOAT
VANECK ETF TRUST
$13M136K3.3%08
DYNF
BLACKROCK ETF TRUST
$13M222K3.2%09
SCHD
SCHWAB STRATEGIC TR
$10M324K2.5%10
IGV
ISHARES TR
$9M110K2.2%

Filing history

2026Q1Mar 31
$400M▲ 5.2%
379 positionsView →2025Q4Dec 31
$381M▲ 7.4%
275 positionsView →2025Q3Sep 30
$355M▲ 19.0%
97 positionsView →2025Q2Jun 30
$298M▲ 13.8%
104 positionsLocked2025Q1Mar 31
$262M▲ 3.1%
97 positionsLocked2024Q4Dec 31
$254M▼ 3.0%
86 positionsLocked2024Q3Sep 30
$262M▲ 35.8%
80 positionsLocked2024Q2Jun 30
$193M▼ 3.5%
73 positionsLocked2024Q1Mar 31
$200M▲ 15.9%
84 positionsLocked2023Q4Dec 31
$172M▲ 24.0%
81 positionsLocked2023Q3Sep 30
$139M▲ 16.8%
79 positionsLocked2023Q2Jun 30
$119M▲ 4.3%
75 positionsLocked
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