Institutions / Joule Financial, LLC
Joule Financial, LLC
CIK 1929070 · Institution · as of Dec 31, 2025
Portfolio value
$333.79M
Positions
110
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 110 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Bd Index Fds | $66.58M | 19.9% |
| Invesco Exchange Traded Fd T | $42.24M | 12.7% |
| iShares MSCI UAE ETF | $28.83M | 8.6% |
| iShares Tr | $27.33M | 8.2% |
| Schwab Strategic Tr | $22.86M | 6.8% |
| Schwab Strategic Tr | $22.47M | 6.7% |
| Vanguard Tax-Managed Fds | $8.56M | 2.6% |
| Vanguard Intl Equity Index F | $7.92M | 2.4% |
| Schwab Strategic Tr | $6.33M | 1.9% |
| iShares MSCI UAE ETF | $6.09M | 1.8% |
| Vanguard World Fd | $5.19M | 1.6% |
| Schwab Strategic Tr | $5.12M | 1.5% |
| Alphabet Inc. | $3.93M | 1.2% |
| Vanguard World Fd | $3.57M | 1.1% |
| Vanguard World Fd | $3.33M | 1.0% |
| Vanguard World Fd | $3.26M | 1.0% |
| Paysign, Inc.PAYS | $3.16M | 0.9% |
| Vanguard World Fd | $3.14M | 0.9% |
| Vanguard World Fd | $3.05M | 0.9% |
| Vanguard World Fd | $2.71M | 0.8% |
| Select Sector SPDR Tr | $2.50M | 0.7% |
| Ciena Corp | $2.19M | 0.7% |
| Tesla Inc | $1.93M | 0.6% |
| Cisco Systems, Inc. | $1.91M | 0.6% |
| Lyft, Inc. | $1.83M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.