§ 13F · FUND PROFILE
Joseph Group Capital Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $595.7T (13F)Positions · 208Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | 793K | $37.5T | 9.9% | −2% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 776K | $29.6T | 7.8% | −1% |
| 3 | VXUS | VANGUARD STAR FDS | 369K | $27.8T | 7.3% | +21% |
| 4 | SCHP | SCHWAB STRATEGIC TR | 998K | $26.4T | 6.9% | +6% |
| 5 | CCNR | FINANCIAL INVS TR | 434K | $14.2T | 3.7% | −3% |
| 6 | MOAT | VANECK ETF TRUST | 134K | $13.9T | 3.6% | ±0% |
| 7 | DEW | WISDOMTREE TR | 225K | $13.8T | 3.6% | +1% |
| 8 | CIBR | FIRST TR EXCHANGE TRADED FD | 146K | $10.4T | 2.7% | +1% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 351K | $9.6T | 2.5% | +3% |
| 10 | RSPF | INVESCO EXCHANGE TRADED FD T | 106K | $8.3T | 2.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOSEPH SIGNAL
AC read
Joseph Group Capital Management is a Other fund managing $595655.9 trillion in assets. The fund runs a broad portfolio of 208 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed