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Portfolio (Quarterly) Guide ↗

Joel Adams & Associates, Inc.

· CIK 0002020459
13F Portfolio $135M AUM 64 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 21 Added 19 Reduced 2 Exited
Page 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 5,349.0 $1.4M 1.01% $253.79 +21.7%
22 ESGV VANGUARD WORLD FD 10,202.0 $1.1M 0.85% +945.0 +10.2% $112.27 +17.1%
23 LLY ELI LILLY & CO Healthcare 1,001.0 $921K 0.68% -136.0 -12.0% $919.77 +15.8%
24 SUB ISHARES TR 7,896.0 $841K 0.62% $106.50 -0.3%
25 IWD ISHARES TR 3,293.0 $704K 0.52% $213.67 +10.6%
26 BERKSHIRE HATHAWAY INC DEL 1,433.0 $687K 0.51% -40.0 -2.7% $479.20
27 SDY SPDR SERIES TRUST 4,417.0 $645K 0.48% +721.0 +19.5% $145.94 +2.8%
28 IWF ISHARES TR 1,473.0 $628K 0.47% $426.33 -70.7%
29 MTUM ISHARES TR 2,544.0 $611K 0.45% -318.0 -11.1% $240.01 +26.5%
30 QQQ INVESCO QQQ TR Financial Services 1,050.0 $606K 0.45% $577.18 +24.3%
31 USMV ISHARES TR 6,463.0 $599K 0.45% +1K +19.6% $92.74 +4.5%
32 VEGN ETF SER SOLUTIONS 10,503.0 $593K 0.44% $56.50 +30.7%
33 ACWX ISHARES TR 8,646.0 $592K 0.44% $68.47 +9.7%
34 IVV ISHARES TR 875.0 $572K 0.42% +20.0 +2.3% $653.27 +14.7%
35 JNJ JOHNSON & JOHNSON Healthcare 2,305.0 $563K 0.42% $244.44 -4.1%
36 JPM JPMORGAN CHASE & CO Financial Services 1,899.0 $559K 0.41% $294.16 +4.2%
37 DFSI DIMENSIONAL ETF TRUST 13,031.0 $553K 0.41% +5K +59.0% $42.40 +6.8%
38 MSFT MICROSOFT CORP Technology 1,474.0 $546K 0.41% $370.21 +13.1%
39 VUSB VANGUARD BD INDEX FDS 10,702.0 $533K 0.40% NEW $49.79 -0.1%
40 GOOGL ALPHABET INC Communication Services 1,823.0 $524K 0.39% -300.0 -14.1% $287.56 +33.2%
Page 2 of 4  ·  64 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 29.4%
Healthcare 20.0%
Consumer Cyclical 16.4%
Financial Services 15.7%
Communication Services 7.1%
Utilities 7.0%
Consumer Defensive 4.4%