Joseph Group Capital Management 13F Portfolio Q4 2025

Joseph Group Capital Management (CIK: 0001910383) is a financial institution headquartered at 605 S. Front St., Ste. 100, , Columbus, Ohio 43215. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $380,626,900, comprising 275 distinct securities. Over its filing history, it has submitted 19 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. FRANKLIN INTERNATIONAL CORE

+$6.21 M

2. VXUS Vanguard Total International Stock ETF

+$4.9 M

3. SCHP Schwab US TIPS ETF

+$1.61 M

4. T AT&T Inc.

+$1.17 M

5. PGR The Progressive Corporation

+$1.14 M

Top Sells

Q4 2025

1. GOOGL Alphabet Inc.

−$1.67 M

2. LLY Eli Lilly and Company

−$774,844.32

3. JCPB JPMorgan Core Plus Bond ETF

−$620,379.83

4. GLDM SPDR Gold Minishares Trust of beneficial interest

−$538,172.52

5. AMGN Amgen Inc.

−$503,091.13

Stocks/ETFs

+7.48%

$380.63 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
JPMorgan Core Plus Bond ETF ETF-JCPB	792,858	$37.54 M	9.86%	▼ 13,102	Reduce -1.6%
Dimensional International Core Equity Market ETF ETF-DFAI	776,235	$29.58 M	7.77%	▼ 9,354	Reduce -1.2%
Vanguard Total International Stock ETF ETF-VXUS	368,575	$27.81 M	7.31%	▲ 64,962	Add 21.4%
Schwab US TIPS ETF ETF-SCHP	997,851	$26.43 M	6.94%	▲ 60,759	Add 6.5%
ALPS CoreCommodity Natural Resources ETF ETF-CCNR	434,417	$14.24 M	3.74%	▼ 14,442	Reduce -3.2%
VanEck Morningstar Wide Moat ETF ETF-MOAT	133,939	$13.87 M	3.64%	▼ 126	Reduce -0.1%
WisdomTree Global High Dividend Fund ETF-DEW	224,750	$13.84 M	3.64%	▲ 3,098	Add 1.4%
First Trust NASDAQ Cybersecurity ETF ETF-CIBR	145,991	$10.43 M	2.74%	▲ 1,059	Add 0.7%
Schwab US Dividend Equity ETF ETF-SCHD	350,536	$9.62 M	2.53%	▲ 11,794	Add 3.5%
Invesco S&P 500 Equal Weight Financials ETF ETF-RSPF	105,773	$8.3 M	2.18%	▲ 1,685	Add 1.6%

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Joseph Group Capital Management's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Joseph Group Capital Management each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 17 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Joseph Group Capital Management Quarterly 13F Statistics

Discover detailed insights into Joseph Group Capital Management’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Joseph Group Capital Management's All 13F Filings

This section lists all SEC Form 13F filings submitted by Joseph Group Capital Management. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

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Joseph Group Capital Management 13F Filings, Portfolio & Analysis

Joseph Group Capital Management — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Joseph Group Capital Management's Portfolio

Joseph Group Capital Management Quarterly 13F Statistics

Joseph Group Capital Management's All 13F Filings