Joule Financial, LLC holds a focused book of 116 stocks worth $368.8M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Arm Holdings PLC-ADR and trimmed Invesco S&P 500 Equal Weight. Their largest long position is Vanguard Total Bond Market at 19% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1929070/holdings"
Use Arkolith to show Joule Financial, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS TOTAL BND MRKT | $69.1M | 941.4K | 18.7% | ▲+2.6% Added · +24K sh | |
| 2 | Invesco Exchange Traded FD T S&P500 EQL WGT | $46.4M | 218.1K | 12.6% | ▼−0.5% Reduced · −1K sh | |
| 3 | Ishares TR 7-10 YR TRSY BD | $30.9M | 326.9K | 8.4% | ▼−0.4% Reduced · −1K sh | |
| 4 | Ishares TR IBOXX INV CP ETF | $29.7M | 272.8K | 8.1% | ▲+2.1% Added · +6K sh | |
| 5 | Schwab Strategic TR US SML CAP ETF | $28.1M | 776.8K | 7.6% | ▼−2.5% Reduced · −20K sh | |
| 6 | Schwab Strategic TR US DIVIDEND EQ | $25.8M | 812.8K | 7.0% | ▲+0.2% Added · +2K sh | |
| 7 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $9.5M | 133.7K | 2.6% | ▼−1.0% Reduced · −1K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $8.6M | 144.8K | 2.3% | ▼−0.7% Reduced · −1K sh | |
| 9 | Vanguard World FD INF TECH ETF | $6.4M | 53.1K | 1.7% | ▲+685% Added · +46K sh | |
| 10 | Ishares TR 20 YR TR BD ETF | $6.0M | 69.8K | 1.6% | ▲+0.4% Added · +262 sh | |
| 11 | Schwab Strategic TR EMRG MKTEQ ETF | $5.7M | 158.5K | 1.6% | ▲+0.8% Added · +1K sh | |
| 12 | Schwab Strategic TR US BRD MKT ETF | $5.1M | 174.7K | 1.4% | ▼−1.6% Reduced · −3K sh | |
| 13 | Paysign Inc COM | $5.0M | 614.2K | 1.4% | —Held | |
| 14 | Vanguard World FD INDUSTRIAL ETF | $4.0M | 11.0K | 1.1% | ▼−1.0% Reduced · −112 sh | |
| 15 | Vanguard World FD FINANCIALS ETF | $3.9M | 29.3K | 1.0% | ▼−3.7% Reduced · −1K sh | |
| 16 | Bloom Energy Corp COM CL A | $3.7M | 12.2K | 1.0% | ▼−4.2% Reduced · −531 sh | |
| 17 | Vanguard World FD CONSUM STP ETF | $3.4M | 15.3K | 0.9% | ▼−3.1% Reduced · −488 sh | |
| 18 | Vanguard World FD COMM SRVC ETF | $3.3M | 18.0K | 0.9% | ▼−0.1% Reduced · −18 sh | |
| 19 | Vanguard World FD HEALTH CAR ETF | $3.2M | 10.6K | 0.9% | ▼−1.6% Reduced · −170 sh | |
| 20 | Alphabet Inc CAP STK CL A | $3.1M | 8.8K | 0.8% | ▼−28% Reduced · −3K sh | |
| 21 | Vanguard World FD CONSUM DIS ETF | $2.7M | 6.9K | 0.7% | ▼−4.3% Reduced · −308 sh | |
| 22 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.5M | 29.6K | 0.7% | ▲+19% Added · +5K sh | |
| 23 | Cisco Sys Inc COM | $2.4M | 20.6K | 0.7% | ▼−19% Reduced · −5K sh | |
| 24 | Apple Inc COM | $2.4M | 8.2K | 0.6% | ▲+2.2% Added · +176 sh | |
| 25 | Ishares TR CORE S&P US VLU | $2.1M | 19.5K | 0.6% | ▲+22% Added · +3K sh | |
| 26 | Ciena Corp COM NEW | $2.1M | 4.3K | 0.6% | ▼−3.3% Reduced · −145 sh | |
| 27 | SPDR Series Trust ST STR P500GRW | $2.0M | 16.5K | 0.5% | ▲+22% Added · +3K sh | |
| 28 | Select Sector SPDR TR ST STR ENERG ETF | $1.9M | 36.0K | 0.5% | ▼−5.7% Reduced · −2K sh | |
| 29 | Ishares TR EXPANDED TECH | $1.8M | 19.9K | 0.5% | ▼−2.3% Reduced · −471 sh | |
| 30 | Tesla Inc COM | $1.8M | 4.2K | 0.5% | ▼−0.5% Reduced · −20 sh | |
| 31 | Baidu Inc SPON ADR REP A | $1.7M | 14.7K | 0.5% | ▼−2.3% Reduced · −343 sh | |
| 32 | First Solar Inc COM | $1.6M | 6.6K | 0.4% | ▲+71% Added · +3K sh | |
| 33 | Arm Holdings PLC SPONSORED ADS | $1.5M | 4.2K | 0.4% | ▲New New position | |
| 34 | Vanguard World FD UTILITIES ETF | $1.4M | 7.2K | 0.4% | ▼−0.9% Reduced · −65 sh | |
| 35 | Cummins Inc COM | $1.4M | 2.0K | 0.4% | ▼−2.7% Reduced · −55 sh | |
| 36 | Caterpillar Inc COM | $1.3M | 1.2K | 0.4% | ▲+0.3% Added · +4 sh | |
| 37 | Ishares TR CORE UNIVRSL USD | $1.3M | 28.0K | 0.4% | ▲+16% Added · +4K sh | |
| 38 | Vanguard Index FDS EXTEND MKT ETF | $1.0M | 4.2K | 0.3% | ▲New New position | |
| 39 | Schwab Strategic TR US LRG CAP ETF | $1.0M | 35.2K | 0.3% | ▼−4.4% Reduced · −2K sh | |
| 40 | Deere & Co COM | $1.0M | 1.6K | 0.3% | ▲+15% Added · +211 sh | |
| 41 | Cameco Corp COM | $1.0M | 10.1K | 0.3% | ▼−2.5% Reduced · −259 sh | |
| 42 | JPMorgan Chase & Co COM | $1.0M | 3.1K | 0.3% | ▼−8.0% Reduced · −268 sh | |
| 43 | Corning Inc COM | $970K | 3.8K | 0.3% | ▼−0.7% Reduced · −26 sh | |
| 44 | Pfizer Inc COM | $883K | 36.7K | 0.2% | ▲+1.0% Added · +355 sh | |
| 45 | Schwab Strategic TR US MID-CAP ETF | $821K | 22.3K | 0.2% | ▼−3.1% Reduced · −713 sh | |
| 46 | Procter & Gamble Co COM | $796K | 5.4K | 0.2% | ▼−0.5% Reduced · −26 sh | |
| 47 | Vanguard World FD MATERIALS ETF | $793K | 3.5K | 0.2% | ▼−9.3% Reduced · −355 sh | |
| 48 | Microsoft Corp COM | $760K | 2.0K | 0.2% | ▼−3.8% Reduced · −81 sh | |
| 49 | Alibaba Group Hldg Ltd SPONSORED ADS | $740K | 7.7K | 0.2% | ▼−3.1% Reduced · −250 sh | |
| 50 | International Business Machs COM | $710K | 2.5K | 0.2% | ▼−1.7% Reduced · −43 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.