Joseph Group Capital Management - Portfolio overview

Joseph Group Capital Management has 393 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JCPB - J P MORGAN EXCHANGE TRADED F, 9.54%
2. DFAI - DIMENSIONAL ETF TRUST, 7.52%
3. VXUS - VANGUARD STAR FDS, 6.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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