account_balance

Investment manager · 13F filer · SEC CIK 1929070

Joule Financial, LLC

Reported value$369Mas of Jun 30, 2026
Positions116 8 new, 6 sold out
Top 10 weight70.7%BND alone is 19%
FiledJul 1515 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
BND Vanguard Bd Index FDS 18.7% Added +3%
RSP Invesco Exchange Traded Fd T 12.6% Held
IEF iShares Tr 8.4% Held
LQD iShares Tr 8.1% Added +2%
SCHA Schwab Strategic Tr 7.6% Trimmed −3%
SCHD Schwab Strategic Tr 7.0% Held
VEA Vanguard Tax-Managed FDS 2.6% Held
VWO Vanguard Intl Equity Index F 2.3% Held
VGT Vanguard World Fd 1.7% Held
TLT iShares Tr 1.6% Held
SCHE Schwab Strategic Tr 1.6% Held
SCHB Schwab Strategic Tr 1.4% Held

What changed

Biggest moves since Mar 31, 2026

Filed Jul 15, 2026, compared with the Apr 14, 2026 filing
add_circleNew
  • ARM $1.49M
  • VXF $1.04M
  • SPTI $454K
  • IAGG $338K
arrow_upwardAdded
  • FSLR +71%
  • SPYG +22%
  • IUSV +22%
  • VEU +19%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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