Entity type
Company
Filer Snapshot
Joel Adams & Associates, Inc.
CIK 0002020459. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
6
Latest filing
20 Apr 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$134.66M
64 holdings for Q1 2026
Open portfolioLargest parsed holding
VOO
$19.54M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
Browse insider filingsSave this filer page
Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 20 Apr 2026 for CIK 0002020459.
- Ownership signals
-
SEC value by filing type
Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.
Latest 13F portfolio$134.66MQuarterly institutional portfolio holdings.
Latest 13F portfolio value
$134.66MMarket value from the latest parsed Form 13F portfolio.
Largest 13F positions
VOO AGG EAGG VSGX VTEB+15 more
CVLC IEFA MINT VXUS IJH MUB VO USHY IEMG DFSU IJR BND CVMC VTI NEARLargest symbols in the latest parsed 13F information table.
Largest 13F positions
Largest symbols in the latest parsed Form 13F information table.
VOO AGG EAGG VSGX VTEB CVLC IEFA MINT+12 more
VXUS IJH MUB VO USHY IEMG DFSU IJR BND CVMC VTI NEARHow to read these SEC values
- Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
- Open the linked research paths when you need to verify the exact SEC filing behind a value.
- Business address
- 545 Merrimon Avenue, Asheville, NC, 28804
- State of incorporation
- NC
- Fiscal year-end
- 31 December
Ownership signals
1 signal
Identity
1 identity field
SEC profile 2 profile fields
Filer intelligence
What SEC filings say about Joel Adams & Associates, Inc.
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $134.66M across 64 reported holdings for Q1 2026.
- Largest parsed 13F holding: VOO at $19.54M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
50%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$68M
Compared with $134.66M total 13F value.
Top 5 net change
-$38.8K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: MINT ยท Largest trim: AGG
VOO
AGG
EAGG
VSGX
VTEB
Other holdings
Latest update
What changed recently for Joel Adams & Associates, Inc.
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
20 Apr 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 20 Apr 2026.
Benchmark Context
Benchmark context for this company
Joel Adams & Associates, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0002020459 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
6
First seen
31 Jan 2025
Latest filing
20 Apr 2026
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 6 of 6 SEC filings for Joel Adams & Associates, Inc..
13F-HR
13F-HR filing
- Filing date
- 20 Apr 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 27 Jan 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 06 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 25 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 22 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 31 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing