Joel Adams & Associates, Inc. - Portfolio Stock Holdings
Joel Adams & Associates, Inc. disclosed 70 stock positions in a recent SEC 13F filing. $158,021,951 of stock holdings were filed, with the largest holdings including VOO, AGG, and CVLC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $305,575,796 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
70Est. Stock Holding Value:
$158,021,951Top Stock Holdings By Sector
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Portfolio Stock Holdings - Joel Adams & Associates, Inc.
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