Joel Adams & Associates, Inc.
All 13F Filings
- Location
- Asheville, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 158,022
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 66 | 158,022 | 13F-HR | Joel Adams & Associates, Inc. |
| 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 | 9.956 K | 6.3% | 0 | 272 | -272 |
| ETFs | 148.1 K | 93.7% | 2.583 K | 0 | 2.583 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
158,022
Holdings
66
QoQ value change ($000)
2,310
(1.5%)
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.