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.
Joseph Group Capital Management (CIK 1910383) reported $400.4M across 379 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JCPB ($38.8M, 9.70%), DFAI ($30.6M, 7.65%), VXUS ($27.9M, 6.98%), SCHP ($27.6M, 6.91%), CCNR ($17.2M, 4.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $38.8M | 9.70% | 825,177 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $30.6M | 7.65% | 786,242 | Added |
| 3 | VXUS | VANGUARD STAR FDS | $27.9M | 6.98% | 362,216 | Trimmed |
| 4 | SCHP | SCHWAB STRATEGIC TR | $27.6M | 6.91% | 1.0M | Added |
| 5 | CCNR | FINANCIAL INVS TR | $17.2M | 4.30% | 429,465 | Trimmed |
| 6 | DEW | WISDOMTREE TR | $13.9M | 3.47% | 209,165 | Trimmed |
| 7 | MOAT | VANECK ETF TRUST | $13.2M | 3.30% | 136,439 | Added |
| 8 | DYNF | BLACKROCK ETF TRUST | $12.9M | 3.22% | 221,641 | New |
| 9 | SCHD | SCHWAB STRATEGIC TR | $9.9M | 2.48% | 323,853 | Trimmed |
| 10 | IGV | ISHARES TR | $8.8M | 2.19% | 109,524 | New |
| 11 | RSPF | INVESCO EXCHANGE TRADED FD T | $7.7M | 1.93% | 107,983 | Added |
| 12 | AAPL | APPLE INC | $7.6M | 1.89% | 29,773 | Added |
| 13 | T | AT&T INC | $7.4M | 1.84% | 254,679 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO. | $7.1M | 1.77% | 24,045 | Added |
| 15 | ETN | EATON CORP PLC | $6.9M | 1.72% | 19,232 | Added |
| 16 | GOOGL | ALPHABET INC | $6.9M | 1.72% | 23,937 | Added |
| 17 | DIVI | FRANKLIN TEMPLETON ETF TR | $6.8M | 1.71% | 171,595 | Added |
| 18 | MSFT | MICROSOFT CORP | $6.6M | 1.66% | 17,916 | Added |
| 19 | PG | PROCTER AND GAMBLE CO | $6.5M | 1.63% | 45,305 | Added |
| 20 | PH | PARKER-HANNIFIN CORP | $6.5M | 1.62% | 7,265 | Trimmed |
| 21 | V | VISA INC | $6.4M | 1.61% | 21,279 | Added |
| 22 | HD | HOME DEPOT INC | $6.4M | 1.60% | 19,472 | Added |
| 23 | SMIG | ETF SER SOLUTIONS | $6.0M | 1.51% | 205,528 | Added |
| 24 | CVX | CHEVRON CORP NEW | $5.2M | 1.30% | 25,108 | Trimmed |
| 25 | MPC | MARATHON PETE CORP | $5.1M | 1.26% | 20,730 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31