SEC Form 13F

Joseph Group Capital Management 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$476,044,253
Positions387

Largest disclosed positions

IssuerTickerClassReported valueReported amount
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$40,465,101862,060
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$32,403,608785,542
VANGUARD STAR FDSVXUSVG TL INTL STK F$30,617,416358,140
SCHWAB STRATEGIC TRSCHPUS TIPS ETF$27,707,1281,045,552
J P MORGAN EXCHANGE TRADED FHELOHEDG EQU LAD ETF$20,787,676307,601
FINANCIAL INVS TRCCNRCORECOMMODITY NA$16,540,688443,569
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$15,196,903223,451
VANECK ETF TRUSTMOATMRNGSTR WDE MOAT$14,310,020137,649
WISDOMTREE TRDEWGLB HIGH DIV FD$14,260,493207,600
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$10,212,289322,053

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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