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Joseph Group Capital Management

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001910383

$476.0M

disclosed book value

387

positions

8.5%

largest position share

Positions, as of 2026-06-30

top 100 of 387 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1JCPBJ P MORGAN EXCHANGE TRADED F862,060$40.5M8.5%
2DFAIDIMENSIONAL ETF TRUST785,542$32.4M6.8%
3VXUSVANGUARD STAR FDS358,140$30.6M6.4%
4SCHPSCHWAB STRATEGIC TR1.0M$27.7M5.8%
5HELOJ P MORGAN EXCHANGE TRADED F307,601$20.8M4.4%
6CCNRFINANCIAL INVS TR443,569$16.5M3.5%
7DYNFBLACKROCK ETF TRUST223,451$15.2M3.2%
8MOATVANECK ETF TRUST137,649$14.3M3%
9DEWWISDOMTREE TR207,600$14.3M3%
10SCHDSCHWAB STRATEGIC TR322,053$10.2M2.1%
11SAMTADVISORS INNER CIRCLE FD III204,561$9.8M2.1%
12IGVISHARES TR106,101$9.6M2%
13RSPFINVESCO EXCHANGE TRADED FD T108,498$8.4M1.8%
14AAPLAPPLE INC29,068$8.4M1.8%
15EATON CORP PLC19,410$8.3M1.7%
16PHPARKER-HANNIFIN CORP8,369$8.2M1.7%
17HDHOME DEPOT INC22,944$8.1M1.7%
18SEPISCM TRUST289,766$8.1M1.7%
19JPMJPMORGAN CHASE & CO.24,543$8.0M1.7%
20LRCXEURLam Research Corporation18,363$8.0M1.7%
21VVISA INC23,166$7.9M1.7%
22GOOGLALPHABET INC21,602$7.7M1.6%
23DIVIFRANKLIN TEMPLETON ETF TR173,555$7.4M1.6%
24PGPROCTER AND GAMBLE CO49,791$7.3M1.5%
25MSFTMICROSOFT CORP19,040$7.1M1.5%
26SMIGETF SER SOLUTIONS203,388$6.7M1.4%
27TAT&T INC305,514$6.3M1.3%
28LLYELI LILLY & CO5,241$6.3M1.3%
29FITBFIFTH THIRD BANCORP102,185$5.8M1.2%
30AMZNAMAZON COM INC23,056$5.5M1.2%
31MPCMARATHON PETE CORP20,999$5.4M1.1%
32AEPAMERICAN ELEC PWR CO INC39,115$5.4M1.1%
33VRTXVERTEX PHARMACEUTICALS INC10,756$5.3M1.1%
34PGRPROGRESSIVE CORP23,758$5.2M1.1%
35AMGNAMGEN INC14,086$5.1M1.1%
36RPMRPM INTL INC45,726$5.1M1.1%
37AVGOBROADCOM INC13,342$5.0M1.1%
38SCHVSCHWAB STRATEGIC TR131,497$4.6M1%
39IBPINSTALLED BLDG PRODS INC18,640$4.3M0.9%
40CVXCHEVRON CORP NEW25,572$4.2M0.9%
41GLDMWORLD GOLD TR52,735$4.2M0.9%
42KRKROGER CO74,671$4.1M0.9%
43SCHGSCHWAB STRATEGIC TR118,696$4.0M0.8%
44MUBISHARES TR26,901$2.9M0.6%
45PJPINVESCO EXCHANGE TRADED FD T22,966$2.7M0.6%
46MEDPMEDPACE HLDGS INC4,991$2.6M0.6%
47VYMVANGUARD WHITEHALL FDS14,496$2.3M0.5%
48VIGVANGUARD SPECIALIZED FUNDS9,666$2.3M0.5%
49NVDANVIDIA CORPORATION7,809$1.6M0.3%
50SCHASCHWAB STRATEGIC TR39,824$1.4M0.3%
51ISTBISHARES TR29,253$1.4M0.3%
52SHYMBLACKROCK ETF TRUST II52,776$1.2M0.2%
53HYDVANECK ETF TRUST21,169$1.1M0.2%
54VUSBVANGUARD BD INDEX FDS19,981$994,6540.2%
55DFISDIMENSIONAL ETF TRUST18,744$656,6020.1%
56CATHGLOBAL X FDS6,162$545,3370.1%
57VOOVANGUARD INDEX FDS793$544,8510.1%
58GOOGALPHABET INC1,463$516,9220.1%
59HYGISHARES TR5,635$450,6310.1%
60CIBRFIRST TR EXCHANGE TRADED FD4,937$443,5890.1%
61MUMICRON TECHNOLOGY INC350$404,0020.1%
62IWBISHARES TR966$395,5770.1%
63USMVISHARES TR3,731$359,8920.1%
64DGRSWISDOMTREE TR5,923$351,5370.1%
65METAMETA PLATFORMS INC620$349,2400.1%
66TSLATESLA INC810$340,6860.1%
67EFAISHARES TR3,249$337,5060.1%
68BRK/BBERKSHIRE HATHAWAY INC DEL580$290,2260.1%
69AMDADVANCED MICRO DEVICES INC499$289,8740.1%
70MDYVSPDR SERIES TRUST2,927$277,6260.1%
71LOWLOWES COS INC1,187$261,7220.1%
72JNKSPDR SERIES TRUST2,647$255,0910.1%
73IGFISHARES TR3,527$234,8980%
74INTCINTEL CORP1,551$216,5660%
75AMATAPPLIED MATLS INC294$212,5620%
76CSCOCISCO SYS INC1,446$169,8470%
77VPLSVANGUARD MALVERN FDS2,180$169,1150%
78CATCATERPILLAR INC145$154,4110%
79RWOSPDR INDEX SHS FDS3,091$153,6540%
80SPSMSPDR SERIES TRUST2,649$152,7680%
81JNJJOHNSON & JOHNSON589$149,5880%
82AGGISHARES TR1,507$149,1630%
83DFACDIMENSIONAL ETF TRUST3,325$147,4970%
84KLACKLA CORP487$146,9330%
85WMTWALMART INC1,297$146,8980%
86BJANINNOVATOR ETFS TRUST2,296$135,1660%
87SanDisk Corporation56$127,3290%
88UNHUNITEDHEALTH GROUP INC303$125,9360%
89COSTCOSTCO WHSL CORP NEW134$125,3530%
90EXMOCEXXON MOBIL CORP904$123,5950%
91MAMASTERCARD INCORPORATED237$121,7230%
92KOCOCA COLA CO1,413$114,8350%
93PANWPALO ALTO NETWORKS INC333$113,5600%
94GEVGE VERNOVA INC94$110,4370%
95RSPHINVESCO EXCHANGE TRADED FD T3,283$108,9630%
96XLESELECT SECTOR SPDR TR2,046$108,6630%
97ABBVABBVIE INC421$105,9400%
98TXNTEXAS INSTRS INC352$104,9210%
99CCITIGROUP INC713$99,7910%
100GSGOLDMAN SACHS GROUP INC98$99,1140%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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