Joseph Group Capital Management — 13F holdings

Joseph Group Capital Management reported 387 holdings worth $476M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. JCPB J P MORGAN EXCHANGE TRADED F — $40.5M (8.5%)
  2. DFAI DIMENSIONAL ETF TRUST — $32.4M (6.8%)
  3. VXUS VANGUARD STAR FDS — $30.6M (6.4%)
  4. SCHP SCHWAB STRATEGIC TR — $27.7M (5.8%)
  5. HELO J P MORGAN EXCHANGE TRADED F — $20.8M (4.4%)
  6. CCNR FINANCIAL INVS TR — $16.5M (3.5%)
  7. DYNF BLACKROCK ETF TRUST — $15.2M (3.2%)
  8. MOAT VANECK ETF TRUST — $14.3M (3.0%)
  9. DEW WISDOMTREE TR — $14.3M (3.0%)
  10. SCHD SCHWAB STRATEGIC TR — $10.2M (2.1%)