Joel Adams & Associates, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $21.3B, Ishares Core U.S. Aggregate Bo with a value of $19.4B, Ishares Esg Aware U.S. Aggrega with a value of $10.6B, Vanguard World Fd Esg Intl Stk with a value of $10.4B, and Vanguard Mun Bd Fds Tax Exempt with a value of $7.56B.
Examining the 13F form we can see an increase of $9.05B in the current position value, from $124B to 133B.
Joel Adams & Associates, Inc. is based out at Asheville, NC
Below you can find more details about Joel Adams & Associates, Inc. portfolio as well as his latest detailed transactions.
