1y return+15.4%S&P 500 +20.9%
3y return+37.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $147 against $198 in the S&P 500.2
Joule Financial, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BNDVanguard Bd Index Fds | $69.1M | 18.7% | +2.6% |
| RSPInvesco Exchange Traded Fd T | $46.4M | 12.6% | |
| IEFIshares Tr | $30.9M | 8.4% | |
| LQDIshares Tr | $29.7M | 8.1% | +2.1% |
| SCHASchwab Strategic Tr | $28.1M | 7.6% | −2.5% |
| SCHDSchwab Strategic Tr | $25.8M | 7.0% | |
| VEAVanguard Tax-managed Fds | $9.5M | 2.6% | |
| VWOVanguard Intl Equity Index F | $8.6M | 2.3% | |
| VGTVanguard World Fd | $6.4M | 1.7% | −1.8% |
| TLTIshares Tr | $6.0M | 1.6% | |
| SCHESchwab Strategic Tr | $5.7M | 1.6% | |
| SCHBSchwab Strategic Tr | $5.1M | 1.4% | −1.7% |
| PAYSPaysign Inc | $5.0M | 1.4% | |
| VISVanguard World Fd | $4.0M | 1.1% | −1.0% |
| VFHVanguard World Fd | $3.9M | 1.0% | −3.7% |
| BEBloom Energy Corp | $3.7M | 1.0% | −4.2% |
| VDCVanguard World Fd | $3.4M | 0.9% | −3.1% |
| VOXVanguard World Fd | $3.3M | 0.9% | |
| VHTVanguard World Fd | $3.2M | 0.9% | −1.6% |
| GOOGLAlphabet Inc | $3.1M | 0.8% | −28.0% |
| VCRVanguard World Fd | $2.7M | 0.7% | −4.3% |
| VEUVanguard Intl Equity Index F | $2.5M | 0.7% | +19.1% |
| CSCOCisco Sys Inc | $2.4M | 0.7% | −19.2% |
| AAPLApple Inc | $2.4M | 0.6% | +2.2% |
| IUSVIshares Tr | $2.1M | 0.6% | +21.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CIENCiena Corp | March 31, 2025 | +711.8% | $2.1M |
| CATCaterpillar Inc | December 31, 2022 | +344.5% | $1.3M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $3.1M |
| CMICummins Inc | September 30, 2022 | +250.4% | $1.4M |
| VGTVanguard World Fd | June 30, 2022 | +192.8% | $6.4M |
| CSCOCisco Sys Inc | June 30, 2022 | +175.5% | $2.4M |
| VISVanguard World Fd | June 30, 2022 | +120.6% | $4.0M |
| TSLATesla Inc | June 30, 2024 | +112.6% | $1.8M |
| AAPLApple Inc | June 30, 2022 | +111.6% | $2.4M |
| SCHXSchwab Strategic Tr | June 30, 2022 | +97.7% | $1.0M |
Sold off last quarter
- SNOWSnowflake Inc was $1.1M
- Exxon Mobil CorpCUSIP 30231G102 was $1.1M
- Medtronic PLCCUSIP G5960L103 was $708K
- VOVanguard Index Fds was $545K
- USIGIshares Tr was $341K
- WMTWalmart Inc was $230K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.9% | +14.8% |
| March 31, 2026 | +1.0% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +4.5% | +10.5% |
| March 31, 2025 | +0.5% | −4.6% |
| December 31, 2024 | −2.0% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | −0.6% | +4.0% |
| March 31, 2024 | +4.5% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +2.1% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +4.8% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Joule Financial, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1929070&type=13F-HR&dateb=&owner=include&count=40CIK 1929070
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1929070/000117266126002634/Filed July 15, 2026 · accession 0001172661-26-002634