Joseph Group Capital Management
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 380,627
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 275 | 380,627 | 13F-HR | Joseph Group Capital Management |
| Q3 2025 | 10/23/2025 | 97 | 354,547 | 13F-HR | Joseph Group Capital Management |
| Q2 2025 | 8/7/2025 | 104 | 297,828 | 13F-HR/A - RESTATEMENT | Joseph Group Capital Management |
| Q2 2025 | 8/7/2025 | 104 | 297,828 | 13F-HR | Joseph Group Capital Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 283.7 K | 74.5% | 28.96 K | 0 | 28.96 K |
| ETFs | 95.55 K | 25.1% | 0 | 2.416 K | -2.416 K |
| Debt | 0 | 0.0% | 0 | 26 | -26 |
| Other | 1.394 K | 0.4% | 0 | 437 | -437 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
380,627
Holdings
275
QoQ value change ($000)
26,080
(7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.