Joseph Group Capital Management
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 561,531
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 402 | 561,531 | 13F-HR | Joseph Group Capital Management |
| Q2 2026 | 8/6/2026 | 387 | 476,044 | 13F-HR | Joseph Group Capital Management |
| Q1 2026 | 5/8/2026 | 379 | 400,363 | 13F-HR | Joseph Group Capital Management |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 233.5 K | 41.6% | 16.13 K | 0 | 16.13 K |
| ETFs | 328.1 K | 58.4% | 69.37 K | 0 | 69.37 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
561,531
Holdings
402
QoQ value change ($000)
85,487
(18.0%)
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.