Joule Financial, LLC

Est. AUM

$343.3M

13F long equity, this entity only

Positions

114

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$67.6M	917595	19.68%	SOLE
2	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$42.1M	219147	12.25%	SOLE
3	ISHARES TR	7-10 YR TRSY BD	$31.3M	328296	9.13%	SOLE
4	ISHARES TR	IBOXX INV CP ETF	$29.1M	267204	8.48%	SOLE
5	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$24.9M	811281	7.25%	SOLE
6	SCHWAB STRATEGIC TR	US SML CAP ETF	$23.2M	796701	6.75%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.7M	134998	2.52%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.9M	145846	2.30%	SOLE
9	ISHARES TR	20 YR TR BD ETF	$6.0M	69499	1.75%	SOLE
10	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$5.2M	157195	1.51%	SOLE
11	VANGUARD WORLD FD	INF TECH ETF	$4.7M	6768	1.38%	SOLE
12	SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.5M	177609	1.30%	SOLE
13	VANGUARD WORLD FD	FINANCIALS ETF	$3.7M	30418	1.07%	SOLE
14	PAYSIGN INC	COM	$3.6M	614175	1.06%	SOLE
15	VANGUARD WORLD FD	CONSUM STP ETF	$3.5M	15775	1.03%	SOLE
16	ALPHABET INC	CAP STK CL A	$3.5M	12164	1.02%	SOLE
17	VANGUARD WORLD FD	INDUSTRIAL ETF	$3.5M	11115	1.01%	SOLE
18	VANGUARD WORLD FD	COMM SRVC ETF	$3.2M	18005	0.94%	SOLE
19	VANGUARD WORLD FD	HEALTH CAR ETF	$2.9M	10737	0.85%	SOLE
20	VANGUARD WORLD FD	CONSUM DIS ETF	$2.6M	7238	0.76%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.3M	38155	0.68%	SOLE
22	APPLE INC	COM	$2.0M	8068	0.60%	SOLE
23	CISCO SYS INC	COM	$2.0M	25491	0.58%	SOLE
24	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.9M	24885	0.54%	SOLE
25	BLOOM ENERGY CORP	COM CL A	$1.7M	12742	0.50%	SOLE
26	CIENA CORP	COM NEW	$1.7M	4426	0.50%	SOLE
27	BAIDU INC	SPON ADR REP A	$1.7M	15076	0.49%	SOLE
28	ISHARES TR	CORE S&P US VLU	$1.6M	16002	0.48%	SOLE
29	ISHARES TR	EXPANDED TECH	$1.6M	20368	0.47%	SOLE
30	TESLA INC	COM	$1.6M	4211	0.46%	SOLE
31	VANGUARD WORLD FD	UTILITIES ETF	$1.4M	7245	0.42%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	13505	0.39%	SOLE
33	SNOWFLAKE INC	COM SHS	$1.1M	7624	0.33%	SOLE
34	EXXON MOBIL CORP	COM	$1.1M	6681	0.33%	SOLE
35	ISHARES TR	CORE UNIVRSL USD	$1.1M	24260	0.33%	SOLE
36	CAMECO CORP	COM	$1.1M	10315	0.33%	SOLE
37	CUMMINS INC	COM	$1.1M	2019	0.32%	SOLE
38	PFIZER INC	COM	$1.0M	36332	0.30%	SOLE
39	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$998K	7958	0.29%	SOLE
40	JPMORGAN CHASE & CO	COM	$984K	3347	0.29%	SOLE
41	SCHWAB STRATEGIC TR	US LRG CAP ETF	$944K	36828	0.27%	SOLE
42	CATERPILLAR INC	COM	$864K	1220	0.25%	SOLE
43	VANGUARD WORLD FD	MATERIALS ETF	$860K	3818	0.25%	SOLE
44	KROGER CO	COM	$846K	11697	0.25%	SOLE
45	DEERE & CO	COM	$793K	1409	0.23%	SOLE
46	PROCTER & GAMBLE CO	COM	$787K	5452	0.23%	SOLE
47	MICROSOFT CORP	COM	$783K	2117	0.23%	SOLE
48	CHEVRON CORPORATION	COM	$758K	3668	0.22%	SOLE
49	FIRST SOLAR INC	COM	$757K	3839	0.22%	SOLE
50	SCHWAB STRATEGIC TR	US MID-CAP ETF	$711K	22990	0.21%	SOLE

1–50 of 114

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.