13F Filings History of Joule Financial, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$333,787,627
Signature - Title
Daniel Czulno - Managing Director
Location
Lexington, KY
Summary
This page shows a list of all the recent 13F filings made by Joule Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Joule Financial, LLC reported 110 stock holdings with total value $333,787,627 as of Q4 2025. Top holdings included BND, RSP, LQD, IEF, and SCHA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 110 $333,787,627 +$7,845,743 -$9,047,565 -$1,201,822 BND, RSP, LQD, IEF, SCHA 13F-HR 20 Jan 2026, 14:34
Q3 2025 115 $333,834,906 +$27,886,659 -$20,663,198 +$7,223,461 BND, RSP, LQD, IEF, SCHA 13F-HR 03 Nov 2025, 15:01
Q2 2025 108 $308,010,912 +$23,772,825 -$14,232,764 +$9,540,061 BND, RSP, LQD, SCHA, SCHD 13F-HR 22 Jul 2025, 15:22
Q1 2025 103 $284,929,492 +$13,839,087 -$13,246,582 +$592,505 BND, RSP, LQD, SCHD, IEF 13F-HR 11 Apr 2025, 15:10
Q4 2024 108 $282,874,332 +$42,679,072 -$5,313,448 +$37,365,624 BND, RSP, LQD, SCHD, SCHA 13F-HR 15 Jan 2025, 17:03
Q3 2024 107 $274,788,572 +$24,357,396 -$11,778,914 +$12,578,482 BND, RSP, LQD, SCHD, SCHA 13F-HR 17 Oct 2024, 16:50
Q2 2024 102 $245,998,577 $0 $0 $0 BND, RSP, LQD, SCHD, SCHA New Holdings 17 Oct 2024, 16:49
Q2 2024 102 $245,998,577 +$22,042,575 -$18,105,650 +$3,936,925 BND, RSP, LQD, SCHD, SCHA 13F-HR 23 Jul 2024, 15:51
Q1 2024 106 $242,817,175 $0 $0 $0 BND, RSP, LQD, SCHD, SCHA New Holdings 17 Oct 2024, 16:48
Q1 2024 106 $242,817,175 +$33,469,129 -$16,252,775 +$17,216,354 BND, RSP, LQD, SCHD, SCHA 13F-HR 30 Apr 2024, 20:41
Q4 2023 101 $214,966,399 +$14,521,492 -$13,019,699 +$1,501,793 BND, RSP, LQD, QQQ, SCHA 13F-HR 11 Jan 2024, 17:10
Q3 2023 98 $195,656,045 +$20,102,671 -$9,896,396 +$10,206,275 BND, RSP, LQD, QQQ, SCHA 13F-HR 26 Oct 2023, 17:06
Q2 2023 98 $193,930,185 +$12,562,506 -$9,245,114 +$3,317,392 BND, RSP, LQD, QQQ, SCHA 13F-HR 14 Jul 2023, 09:56
Q1 2023 101 $186,303,485 +$59,343,102 -$31,575,293 +$27,767,809 BND, LQD, RSP, QQQ, SCHD 13F-HR 13 Apr 2023, 08:37
Q4 2022 99 $150,842,843 +$31,561,827 -$20,054,943 +$11,506,884 BND, QQQ, SCHD, GLD, LQD 13F-HR 13 Jan 2023, 14:54
Q3 2022 89 $133,321,000 +$19,379,471 -$8,369,012 +$11,010,459 QQQ, BSCN, PGX, SCHD, BSJM 13F-HR 19 Oct 2022, 12:51
Q2 2022 77 $127,796,000 $0 $0 $0 GLD, BSCN, PGX, BSJM, VGT 13F-HR 19 Jul 2022, 14:19