Joule Financial, LLC
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 368,779
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 116 | 368,779 | 13F-HR | Joule Financial, LLC |
| 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 | 53.33 K | 14.5% | 5.365 K | 0 | 5.365 K |
| ETFs | 315.4 K | 85.5% | 20.1 K | 0 | 20.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
368,779
Holdings
116
QoQ value change ($000)
25,462
(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.