account_balance
Investment manager · 13F filer · SEC CIK 1910383
Joseph Group Capital Management
Reported value$562Mas of Sep 30, 2026
Positions402 25 new, 10 sold out
Top 10 weight48.0%DFAL alone is 10%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFALDimensional ETF Trust
9.7%New
JCPBJ P Morgan Exchange Traded F
7.2%Added +5%
DFAIDimensional ETF Trust
5.6%Trimmed −3%
VXUSVanguard Star FDS
5.5%
SCHPSchwab Strategic Tr
5.0%Added +6%
HELOJ P Morgan Exchange Traded F
3.8%
CCNRFinancial Invs Tr
3.2%Added +5%
DYNFBlackRock ETF Trust
2.8%
MOATVaneck ETF Trust
2.6%
DEWWisdomtree Tr
2.6%
IGViShares Tr
2.0%Trimmed −2%
AAPLApple Inc.
1.8%+5%
DFALDimensional ETF Trust
9.7%New
JCPBJ P Morgan Exchange Traded F
7.2%Added +5%
DFAIDimensional ETF Trust
5.6%
VXUSVanguard Star FDS
5.5%
SCHPSchwab Strategic Tr
5.0%+6%
HELOJ P Morgan Exchange Traded F
3.8%
CCNRFinancial Invs Tr
3.2%
DYNFBlackRock ETF Trust
2.8%
MOAT
DEW2.6%
IGV2.0%
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAL Dimensional ETF Trust 9.7% New
JCPB J P Morgan Exchange Traded F 7.2% Added +5%
DFAI Dimensional ETF Trust 5.6% Trimmed −3%
VXUS Vanguard Star FDS 5.5% Held
SCHP Schwab Strategic Tr 5.0% Added +6%
HELO J P Morgan Exchange Traded F 3.8% Held
CCNR Financial Invs Tr 3.2% Added +5%
DYNF BlackRock ETF Trust 2.8% Held
MOAT Vaneck ETF Trust 2.6% Held
DEW Wisdomtree Tr 2.6% Held
IGV iShares Tr 2.0% Trimmed −2%
AAPL Apple Inc. 1.8% Added +5%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.