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Portfolio (Quarterly) Guide ↗

Joel Adams & Associates, Inc.

· CIK 0002020459
13F Portfolio $133M AUM 63 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 1,137.0 $1.2M 0.92% NEW $1074.68 +0.5%
22 ESGV VANGUARD WORLD FD 9,257.0 $1.1M 0.84% NEW $120.96 +9.3%
23 BIL SPDR SERIES TRUST 11,761.0 $1.1M 0.81% NEW $91.38 +0.2%
24 DFSU DIMENSIONAL ETF TRUST 23,844.0 $1.0M 0.78% NEW $43.43 +6.5%
25 SUB ISHARES TR 7,863.0 $839K 0.63% NEW $106.70 -0.3%
26 BERKSHIRE HATHAWAY INC DEL 1,473.0 $740K 0.56% NEW $502.65
27 MTUM ISHARES TR 2,862.0 $717K 0.54% NEW $250.35 +24.9%
28 MSFT MICROSOFT CORP Technology 1,474.0 $713K 0.54% NEW $483.68 -14.3%
29 IWF ISHARES TR 1,471.0 $696K 0.52% NEW $473.44 -73.5%
30 IWD ISHARES TR 3,280.0 $690K 0.52% NEW $210.36 +13.0%
31 GOOGL ALPHABET INC Communication Services 2,123.0 $664K 0.50% NEW $313.00 +23.5%
32 QQQ INVESCO QQQ TR Financial Services 1,050.0 $645K 0.48% NEW $614.31 +18.5%
33 VEGN ETF SER SOLUTIONS 10,503.0 $639K 0.48% NEW $60.81 +24.1%
34 JPM JPMORGAN CHASE & CO. Financial Services 1,899.0 $612K 0.46% NEW $322.22 -4.8%
35 IVV ISHARES TR 855.0 $585K 0.44% NEW $684.71 +9.9%
36 ACWX ISHARES TR 8,646.0 $580K 0.44% NEW $67.13 +13.7%
37 SDY SPDR SERIES TRUST 3,696.0 $514K 0.39% NEW $139.16 +7.8%
38 USMV ISHARES TR 5,405.0 $509K 0.38% NEW $94.15 +2.6%
39 SPYM SPDR SERIES TRUST 6,274.0 $503K 0.38% NEW $80.22 +9.9%
40 IEF ISHARES TR 5,082.0 $489K 0.37% NEW $96.16 -2.1%
Page 2 of 4  ·  63 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
Technology 30.0%
Healthcare 20.7%
Financial Services 15.3%
Consumer Cyclical 14.4%
Communication Services 10.7%
Utilities 5.6%
Consumer Defensive 3.4%