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Joule Financial, LLC

hedge fund

Managed by Joule Financial, Llc • Latest filing Q2 2026

Portfolio value
$368.8M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Top holdings

View filing
#StockValueShares% PortfolioChange
1
V
VGES

—

$69.1M941.4K0.00%—
2
V
VGES

—

$67.6M917.6K0.00%—
3
V
VGES

—

$66.6M898.9K0.00%—
4
V
VGES

—

$65.5M880.2K0.00%—
5
V
VGES

—

$48.3M665.6K0.00%—
6
I
IVZ

—

$46.4M218.1K0.00%—
7
V
VGES

—

$44.6M605.9K0.00%—
8
V
VGES

—

$43M616.9K0.00%—
9
I
IVZ

—

$42.4M223.4K0.00%—
10
I
IVZ

—

$42.2M220.5K0.00%—
11
I
IVZ

—

$42.1M219.1K0.00%—
12
V
VGES

—

$39.6M544.4K0.00%—
13
Q
QQQ

—

$33.5M197.8K0.00%—
14
E
ETHA

—

$31.3M328.3K0.00%—
15
E
ETHA

—

$30.9M326.9K0.00%—
16
?
N/A

—

$29.7M272.8K0.00%—
17
?
N/A

—

$29.1M267.2K0.00%—
18
?
N/A

—

$28.8M261.7K0.00%—
19
?
N/A

—

$28.4M255.2K0.00%—
20
S
SCHW-PJ

—

$28.1M776.8K0.00%—
V
1.VGES

—

Value
$69.1M
Shares
941.4K
% Port
0.00%
V
2.VGES

—

Value
$67.6M
Shares
917.6K
% Port
0.00%
V
3.VGES

—

Value
$66.6M
Shares
898.9K
% Port
0.00%
V
4.VGES

—

Value
$65.5M
Shares
880.2K
% Port
0.00%
V
5.VGES

—

Value
$48.3M
Shares
665.6K
% Port
0.00%
I
6.IVZ

—

Value
$46.4M
Shares
218.1K
% Port
0.00%
V
7.VGES

—

Value
$44.6M
Shares
605.9K
% Port
0.00%
V
8.VGES

—

Value
$43M
Shares
616.9K
% Port
0.00%
I
9.IVZ

—

Value
$42.4M
Shares
223.4K
% Port
0.00%
I
10.IVZ

—

Value
$42.2M
Shares
220.5K
% Port
0.00%
I
11.IVZ

—

Value
$42.1M
Shares
219.1K
% Port
0.00%
V
12.VGES

—

Value
$39.6M
Shares
544.4K
% Port
0.00%
Q
13.QQQ

—

Value
$33.5M
Shares
197.8K
% Port
0.00%
E
14.ETHA

—

Value
$31.3M
Shares
328.3K
% Port
0.00%
E
15.ETHA

—

Value
$30.9M
Shares
326.9K
% Port
0.00%
?
16.N/A

—

Value
$29.7M
Shares
272.8K
% Port
0.00%
?
17.N/A

—

Value
$29.1M
Shares
267.2K
% Port
0.00%
?
18.N/A

—

Value
$28.8M
Shares
261.7K
% Port
0.00%
?
19.N/A

—

Value
$28.4M
Shares
255.2K
% Port
0.00%
S
20.SCHW-PJ

—

Value
$28.1M
Shares
776.8K
% Port
0.00%

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