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Portfolio (Quarterly) Guide ↗

Joel Adams & Associates, Inc.

· CIK 0002020459
13F Portfolio $156M AUM 68 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 33 Added 11 Reduced
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 191,138.0 $18.9M 12.15% +8K +4.3% $98.98 -1.5%
2 CVLC MORGAN STANLEY ETF TRUST 126,566.0 $12.0M 7.68% +29K +29.6% $94.47 +1.9%
3 VSGX VANGUARD WORLD FD 144,564.0 $11.9M 7.64% +2K +1.4% $82.34 +1.3%
4 EAGG ISHARES TR 230,463.0 $10.9M 7.02% +7K +3.3% $47.41 -1.5%
5 VTEB VANGUARD MUN BD FDS 211,201.0 $10.7M 6.86% +22K +11.7% $50.58 -2.3%
6 IEFA ISHARES TR 58,417.0 $5.6M 3.62% +1K +2.5% $96.58 +4.0%
7 MINT PIMCO ETF TR 52,430.0 $5.3M 3.39% +3K +5.6% $100.81 -0.0%
8 VXUS VANGUARD STAR FDS 57,874.0 $4.9M 3.18% +936.0 +1.6% $85.49 +2.4%
9 MUB ISHARES TR 30,985.0 $3.3M 2.14% +5K +18.2% $107.62 -2.2%
10 VO VANGUARD INDEX FDS 35,611.0 $2.9M 1.84% +27K +298.1% $80.57 +2.4%
11 LLY ELI LILLY & CO Healthcare 2,133.0 $2.6M 1.64% +1K +113.1% $1199.43 -2.2%
12 DFSU DIMENSIONAL ETF TRUST 48,915.0 $2.3M 1.47% +1K +2.8% $46.63 +3.8%
13 CVMC MORGAN STANLEY ETF TRUST 29,926.0 $2.3M 1.46% +4K +16.3% $76.13 +1.5%
14 USHY ISHARES TR 60,476.0 $2.2M 1.44% +2K +4.1% $37.02 -0.4%
15 BND VANGUARD BD INDEX FDS 27,792.0 $2.0M 1.31% +4K +14.8% $73.41 -1.5%
16 VTI VANGUARD INDEX FDS 4,646.0 $1.7M 1.10% +65.0 +1.4% $370.06 +2.5%
17 SUB ISHARES TR 10,539.0 $1.1M 0.72% +3K +33.5% $106.47 -0.2%
18 ACWX ISHARES TR 11,674.0 $888K 0.57% +3K +35.0% $76.11 +2.0%
19 HYMB SPDR SERIES TRUST 30,785.0 $783K 0.50% +12K +60.2% $25.44 -2.5%
20 SPYM SPDR SERIES TRUST 8,379.0 $736K 0.47% +2K +33.2% $87.88 +3.1%
Page 1 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 30.5%
Technology 27.5%
Financial Services 13.5%
Consumer Cyclical 11.9%
Communication Services 6.3%
Utilities 4.8%
Consumer Defensive 3.0%
Industrials 2.5%