Joel Adams & Associates, Inc.
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$134.7M
Holdings
65
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
14.5%
02
$AGG
ISHARES TR
Held since at least Q1 2024
13.5%
03
$EAGG
ISHARES TR
Held since at least Q1 2024
7.9%
04
$VSGX
VANGUARD WORLD FD
Held since at least Q1 2024
7.6%
05
$VTEB
VANGUARD MUN BD FDS
Held since at least Q1 2024
7.0%
06
$CVLC
MORGAN STANLEY ETF TRUST
Held since at least Q1 2024
5.8%
07
$IEFA
ISHARES TR
Held since at least Q1 2024
3.8%
08
$MINT
PIMCO ETF TR
Held since at least Q1 2024
3.7%
09
$VXUS
VANGUARD STAR FDS
Held since at least Q1 2024
3.3%
10
$IJH
ISHARES TR
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:21 UTC.