Joule Financial, LLC - Portfolio Stock Holdings
Joule Financial, LLC disclosed 122 stock positions in a recent SEC 13F filing. $368,796,996 of stock holdings were filed, with the largest holdings including BND, RSP, and IEF. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $478,573,909 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
122Est. Stock Holding Value:
$368,796,996Top Stock Holdings By Sector
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Portfolio Stock Holdings - Joule Financial, LLC
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