13F Filings History of Joseph Group Capital Management

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$380,626,900
Signature - Title
Anna D'Andrea - Manager of Investment Operations
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by Joseph Group Capital Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Joseph Group Capital Management reported 275 stock holdings with total value $380,626,900 as of Q4 2025. Top holdings included JCPB, DFAI, VXUS, SCHP, and CCNR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 275 $380,626,900 +$25,800,945 -$8,277,622 +$17,523,323 JCPB, DFAI, VXUS, SCHP, CCNR 13F-HR 30 Jan 2026, 16:29
Q3 2025 97 $354,547,492 +$48,900,501 -$11,324,928 +$37,575,573 JCPB, DFAI, SCHP, VXUS, CCNR 13F-HR 23 Oct 2025, 16:35
Q2 2025 104 $297,827,958 +$32,252,424 -$10,265,306 +$21,987,118 JCPB, SCHP, VXUS, DEW, MOAT Restatement 07 Aug 2025, 16:10
Q1 2025 97 $261,645,033 +$30,942,842 -$25,825,129 +$5,117,713 JCPB, SCHP, VXUS, DEW, MOAT 13F-HR 30 Apr 2025, 17:23
Q4 2024 86 $253,799,610 +$37,807,919 -$15,162,220 +$22,645,699 JCPB, SCHP, VXUS, PSEP, DEW 13F-HR 12 Feb 2025, 13:27
Q3 2024 80 $261,534,849 +$60,537,113 -$3,619,520 +$56,917,593 JCPB, SCHP, VXUS, GLDM, PSEP 13F-HR 07 Nov 2024, 16:07
Q2 2024 73 $192,623,780 +$15,383,575 -$22,960,920 -$7,577,345 SCHP, PSEP, GLDM, VXUS, DEW 13F-HR 12 Aug 2024, 17:20
Q1 2024 84 $199,601,170 +$23,968,987 -$7,068,651 +$16,900,336 SCHP, RSP, GLDM, PSEP, VXUS 13F-HR 13 May 2024, 14:06
Q4 2023 81 $172,256,020 +$25,956,121 -$5,296,088 +$20,660,033 SCHP, RSP, DEW, PSEP, GLDM 13F-HR 13 Feb 2024, 17:02
Q3 2023 79 $138,863,074 +$29,291,633 -$6,340,155 +$22,951,478 SCHP, DEW, GLDM, PSEP, VXUS 13F-HR 13 Nov 2023, 17:07
Q2 2023 75 $118,927,098 +$11,866,700 -$9,481,660 +$2,385,040 SCHP, GLDM, DEW, PSEP, CIBR 13F-HR 10 Aug 2023, 16:46
Q1 2023 81 $113,972,295 +$14,495,615 -$9,393,276 +$5,102,339 SCHP, GLDM, DEW, PSEP, MUB 13F-HR 04 May 2023, 16:52
Q4 2022 94 $105,257,000 +$15,160,122 -$10,365,103 +$4,795,019 GLDM, SCHP, DEW, PSEP, MUB 13F-HR 09 Feb 2023, 17:06
Q3 2022 87 $91,616,000 +$9,139,654 -$9,086,678 +$52,976 SCHP, GLDM, DEW, XLE, SCHE 13F-HR 09 Nov 2022, 17:01
Q2 2022 76 $99,792,000 +$24,032,683 -$8,419,369 +$15,613,314 GLDM, SCHP, DEW, HYD, XLE 13F-HR 10 Aug 2022, 11:24
Q1 2022 81 $99,184,000 +$17,324,380 -$17,701,522 -$377,142 GLDM, SCHP, BJAN, XLE, SCHE 13F-HR 11 May 2022, 14:56
Q4 2021 71 $104,015,000 $0 $0 $0 SCHP, PJAN, BJAN, KRE, XLE Restatement 11 Feb 2022, 14:50