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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 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 5,349.0 $1.5M 0.99% $289.36 +10.5%
22 NEAR ISHARES U S ETF TR 27,473.0 $1.4M 0.89% $50.66 -0.3%
23 ESGV VANGUARD WORLD FD 9,875.0 $1.3M 0.84% -327.0 -3.2% $132.24 +3.3%
24 SUB ISHARES TR 10,539.0 $1.1M 0.72% +3K +33.5% $106.47 -0.2%
25 ACWX ISHARES TR 11,674.0 $888K 0.57% +3K +35.0% $76.11 +2.0%
26 MTUM ISHARES TR 2,439.0 $836K 0.54% -105.0 -4.1% $342.80 -12.6%
27 VEGN ETF SER SOLUTIONS 9,745.0 $802K 0.52% -758.0 -7.2% $82.26 -5.8%
28 HYMB SPDR SERIES TRUST 30,785.0 $783K 0.50% +12K +60.2% $25.44 -2.5%
29 QQQ INVESCO QQQ TR Financial Services 1,050.0 $773K 0.50% $736.40 -2.7%
30 SPYM SPDR SERIES TRUST 8,379.0 $736K 0.47% +2K +33.2% $87.88 +3.1%
31 SDY SPDR SERIES TRUST 4,706.0 $716K 0.46% +289.0 +6.5% $152.17 +3.5%
32 BERKSHIRE HATHAWAY INC DEL 1,358.0 $680K 0.44% -75.0 -5.2% $500.39
33 IVV ISHARES TR 881.0 $660K 0.42% +6.0 +0.7% $749.24 +3.2%
34 GOOGL ALPHABET INC Communication Services 1,823.0 $651K 0.42% $357.37 -3.0%
35 USMV ISHARES TR 6,654.0 $642K 0.41% +191.0 +3.0% $96.46 +5.5%
36 JPM JPMORGAN CHASE & CO Financial Services 1,899.0 $622K 0.40% $327.33 +9.3%
37 GOVT ISHARES TR 27,224.0 $620K 0.40% +15K +114.1% $22.78 -1.4%
38 DFSI DIMENSIONAL ETF TRUST 13,176.0 $594K 0.38% +145.0 +1.1% $45.10 +4.7%
39 JNJ JOHNSON & JOHNSON Healthcare 2,305.0 $585K 0.38% $253.97 +5.5%
40 MSFT MICROSOFT CORP Technology 1,474.0 $550K 0.35% $373.06 +37.7%
Page 2 of 4  ·  68 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%