13F Filings History of Joel Adams & Associates, Inc.

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$133,032,019
Signature - Title
Bray Creech - Chief Compliance Officer
Location
Asheville, NC
Summary
This page shows a list of all the recent 13F filings made by Joel Adams & Associates, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Joel Adams & Associates, Inc. reported 63 stock holdings with total value $133,032,019 as of Q4 2025. Top holdings included VOO, AGG, EAGG, VSGX, and VTEB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 63 $133,032,019 +$10,826,328 -$3,527,126 +$7,299,202 VOO, AGG, EAGG, VSGX, VTEB 13F-HR 27 Jan 2026, 12:47
Q3 2025 63 $123,980,025 +$9,538,158 -$3,670,247 +$5,867,911 VOO, AGG, EAGG, VSGX, VTEB 13F-HR 06 Nov 2025, 16:25
Q2 2025 61 $112,968,031 +$3,185,331 -$6,807,588 -$3,622,257 VOO, AGG, EAGG, VTEB, VSGX 13F-HR 25 Jul 2025, 14:24
Q1 2025 61 $111,137,006 +$4,258,709 -$2,886,525 +$1,372,184 VOO, AGG, VTEB, EAGG, VSGX 13F-HR 22 Apr 2025, 17:05
Q4 2024 58 $110,067,869 $0 $0 $0 VOO, AGG, VTEB, EAGG, VSGX 13F-HR 31 Jan 2025, 17:29