Joseph Group Capital Management 13F Holdings

CIK 0001910383 · COLUMBUS, OH

As of Sep 30, 2025, Joseph Group Capital Management reported 97 positions worth $354.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
JPMORGAN CORE PLUS BOND ETFJCPB—805,960$38.3M10.81%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI—785,589$28.6M8.05%
SCHWAB US TIPS ETFSCHP—937,092$25.3M7.12%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—303,613$22.3M6.29%
FINANCIAL INVS TRCCNR—448,859 3.8M3.88%
WISDOMTREE GLOBAL HIGH DIVIDEND FUNDDEW—221,652 3.3M3.76%
VANECK MORNINGSTAR WIDE MOAT ETFMOAT—134,065 3.3M3.75%
FIRST TRUST NASDAQ CYBERSECURITY ETFCIBR—144,932 1.0M3.11%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity338,742$9.2M2.61%
INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFRSPF—104,088$8.1M2.28%
ALPHABET INCGOOGLEquity28,703$7.0M1.97%
APPLE INCAAPLTechnology26,995$6.9M1.94%
JPMORGAN CHASE & COJPMFinancial Services20,781$6.6M1.85%
PARKER-HANNIFIN CORPPHIndustrials8,392$6.4M1.79%
LAM RESEARCH CORPLRCXTechnology47,227$6.3M1.78%
PROCTER & GAMBLE COPGConsumer Defensive40,133$6.2M1.74%
EATON CORP PLCETNIndustrials16,426$6.1M1.73%
MICROSOFT CORPMSFTTechnology11,837$6.1M1.73%
HOME DEPOT INCHDConsumer Cyclical15,114$6.1M1.73%
AT&T INCTCommunication Services212,168$6.0M1.69%
VISA INC-CLASS A SHARESVFinancial Services17,310$5.9M1.67%
BROADCOM INCAVGOTechnology17,787$5.9M1.66%
ETF SER SOLUTIONS——189,268$5.6M1.58%
SPDR GOLD MINISHARES TRUSTGLDM—59,195$4.5M1.28%
MARATHON PETROLEUM CORPMPCEnergy23,399$4.5M1.27%