Joseph Group Capital Management
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 476,044
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 217.3 K | 45.7% | 40.26 K | 0 | 40.26 K |
| ETFs | 258.7 K | 54.3% | 35.42 K | 0 | 35.42 K |
| Other | 0 | 0.0% | 0 | 9 | -9 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
476,044
Holdings
387
QoQ value change ($000)
75,681
(18.9%)
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.