Joel Adams & Associates, Inc.: summary

Joel Adams & Associates, Inc. reported 66 positions with a reported value of $158.02M in its 13F for Q3 2026. Compared with Q2 2026: 2 new positions, 4 exited.

Top positions

• VANGUARD S&P 500 ETF
• ISHARES CORE U.S. AGGREGATE BOND ETF
• MORGAN STANLEY ETF TRUST
• VANGUARD WORLD FD
• ISHARES TR
• VANGUARD TAX-EXEMPT BOND ETF
• ISHARES CORE MSCI EAFE ETF
• PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
• VANGUARD TOTAL INTERNATIONAL STOCK ETF
• ISHARES NATIONAL MUNI BOND ETF