StockDriftsStockDriftsTop 50 Joule Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 18.74% | 941.4K | $69.1M | +2.59%(+23.80K) | $72.76(-0.70%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 12.58% | 218.1K | $46.4M | -0.47%(-1.04K) | $150.18(+47.66%) | 2026-06-30 | |
| IEF | ISHARES TR | 8.38% | 326.9K | $30.9M | -0.42%(-1.38K) | $95.52(-2.68%) | 2026-06-30 | |
| LQD | ISHARES TR | 8.07% | 272.8K | $29.7M | +2.08%(+5.56K) | $107.88(-2.13%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 7.61% | 776.8K | $28.1M | -2.50%(-19.93K) | $22.49(+58.84%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 6.99% | 812.8K | $25.8M | +0.19%(+1.52K) | $25.61(+34.19%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.58% | 133.7K | $9.5M | -0.99%(-1.34K) | $45.80(+61.60%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.34% | 144.8K | $8.6M | -0.74%(-1.08K) | $43.82(+37.79%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 1.72% | 53.1K | $6.4M | -1.85%(-1.00K) | $60.62(+102.20%) | 2026-06-30 | |
| TLT | ISHARES TR | 1.63% | 69.8K | $6.0M | +0.38%(+262) | $93.23(-12.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.90% | +29.14% | — | — | +37.55% |
| Top 20 Holdings Unweighted | +12.77% | +43.41% | — | — | +53.82% |
Joule Financial, LLC reports $368.78M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are BND (18.7%), RSP (12.6%) and IEF (8.4%). The top 20 holdings account for 81.6% of reported assets. Its disclosed equity book has returned +29.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Joule Financial, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Joule Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1929070). View Joule Financial, LLC’s 13F filings on SEC