Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Joel Adams & Associates, Inc. (CIK 2020459) reported $134.7M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($19.5M, 14.51%), AGG ($18.2M, 13.51%), EAGG ($10.6M, 7.88%), VSGX ($10.2M, 7.60%), VTEB ($9.4M, 7.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $19.5M | 14.51% | 32,695 | Trimmed |
| 2 | AGG | ISHARES TR | $18.2M | 13.51% | 183,207 | Trimmed |
| 3 | EAGG | ISHARES TR | $10.6M | 7.88% | 223,087 | Added |
| 4 | VSGX | VANGUARD WORLD FD | $10.2M | 7.60% | 142,619 | Trimmed |
| 5 | VTEB | VANGUARD MUN BD FDS | $9.4M | 7.01% | 189,142 | Added |
| 6 | CVLC | MORGAN STANLEY ETF TRUST | $7.8M | 5.81% | 97,652 | Added |
| 7 | IEFA | ISHARES TR | $5.2M | 3.83% | 57,022 | Trimmed |
| 8 | MINT | PIMCO ETF TR | $5.0M | 3.71% | 49,649 | Added |
| 9 | VXUS | VANGUARD STAR FDS | $4.4M | 3.26% | 56,938 | Added |
| 10 | IJH | ISHARES TR | $3.1M | 2.30% | 45,780 | Trimmed |
| 11 | MUB | ISHARES TR | $2.8M | 2.07% | 26,206 | Trimmed |
| 12 | VO | VANGUARD INDEX FDS | $2.6M | 1.91% | 8,945 | Trimmed |
| 13 | USHY | ISHARES TR | $2.1M | 1.59% | 58,072 | Added |
| 14 | IEMG | ISHARES INC | $2.0M | 1.48% | 28,638 | Trimmed |
| 15 | DFSU | DIMENSIONAL ETF TRUST | $2.0M | 1.45% | 47,597 | Added |
| 16 | IJR | ISHARES TR | $1.9M | 1.43% | 15,543 | Trimmed |
| 17 | BND | VANGUARD BD INDEX FDS | $1.8M | 1.32% | 24,201 | Added |
| 18 | CVMC | MORGAN STANLEY ETF TRUST | $1.6M | 1.22% | 25,728 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $1.5M | 1.09% | 4,581 | Added |
| 20 | NEAR | ISHARES U S ETF TR | $1.4M | 1.03% | 27,410 | Added |
| 21 | AAPL | APPLE INC | $1.4M | 1.01% | 5,349 | Hold |
| 22 | ESGV | VANGUARD WORLD FD | $1.1M | 0.85% | 10,202 | Added |
| 23 | LLY | ELI LILLY & CO | $920,690 | 0.68% | 1,001 | Trimmed |
| 24 | SUB | ISHARES TR | $840,924 | 0.62% | 7,896 | Added |
| 25 | IWD | ISHARES TR | $703,620 | 0.52% | 3,293 | Added |
Source: SEC Form 13F filings · as of 2026-03-31