Joule Financial, LLC
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 343,317
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 114 | 343,317 | 13F-HR | Joule Financial, LLC |
| Q4 2025 | 1/20/2026 | 110 | 333,788 | 13F-HR | Joule Financial, LLC |
| Q3 2025 | 11/3/2025 | 115 | 333,835 | 13F-HR | Joule Financial, LLC |
| Q2 2025 | 7/22/2025 | 108 | 308,011 | 13F-HR | Joule Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.96 K | 14.0% | 0 | 177.2 K | -177.2 K |
| ETFs | 295.3 K | 86.0% | 186.8 K | 0 | 186.8 K |
| Debt | 0 | 0.0% | 0 | 27 | -27 |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
343,317
Holdings
114
QoQ value change ($000)
9,529
(2.9%)
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.