Joel Adams & Associates, Inc.
All 13F Filings
- Location
- Asheville, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 155,712
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 68 | 155,712 | 13F-HR | Joel Adams & Associates, Inc. |
| Q1 2026 | 4/20/2026 | 64 | 134,659 | 13F-HR | Joel Adams & Associates, Inc. |
| Q4 2025 | 1/27/2026 | 63 | 133,032 | 13F-HR | Joel Adams & Associates, Inc. |
| Q3 2025 | 11/6/2025 | 63 | 123,980 | 13F-HR | Joel Adams & Associates, Inc. |
| Q2 2025 | 7/25/2025 | 61 | 112,968 | 13F-HR | Joel Adams & Associates, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.23 K | 6.6% | 2.731 K | 0 | 2.731 K |
| ETFs | 145.5 K | 93.4% | 18.32 K | 0 | 18.32 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
155,712
Holdings
68
QoQ value change ($000)
21,053
(15.6%)
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.