SEC Form 13F

Joel Adams & Associates, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$155,712,152
Positions68

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$22,280,62332,441
ISHARES TRAGGCORE US AGGBD ET$18,918,855191,138
MORGAN STANLEY ETF TRUSTCVLCCALVERT US LARCP$11,956,690126,566
VANGUARD WORLD FDVSGXESG INTL STK ETF$11,903,416144,564
ISHARES TREAGGESG AWR US AGRGT$10,926,274230,463
VANGUARD MUN BD FDSVTEBTAX EXEMPT BD$10,682,548211,201
ISHARES TRIEFACORE MSCI EAFE$5,641,94058,417
PIMCO ETF TRMINTENHAN SHRT MA AC$5,285,51452,430
VANGUARD STAR FDSVXUSVG TL INTL STK F$4,947,67157,874
ISHARES TRMUBNATIONAL MUN ETF$3,334,59030,985

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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