# EDGAR Filing Document

**Accession Number:** 0001910383
**File Stem:** 0001910383-25-000006
**Filing Date:** 2025-8
**Character Count:** 13942
**Document Hash:** 3594748cc1521ebf039db82c00fd8eb5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001910383-25-000006.hdr.sgml**: 20250807

**ACCESSION NUMBER**: 0001910383-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR/A

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250807

**DATE AS OF CHANGE**: 20250807

**EFFECTIVENESS DATE**: 20250807

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Joseph Group Capital Management
- **CENTRAL INDEX KEY:** 0001910383

**ORGANIZATION NAME:**
- **EIN:** 364729550
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21753
- **FILM NUMBER:** 251194067

**BUSINESS ADDRESS:**
- **STREET 1:** 300 MARCONI BLVD #106
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43215
- **BUSINESS PHONE:** 614-228-4300

**MAIL ADDRESS:**
- **STREET 1:** 300 MARCONI BLVD #106
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43215

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [x] **Amendment Number:** 1

**This Amendment (Check only one.):** [x] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Joseph Group Capital Management<br>**Address:** 300 MARCONI BLVD #106<br>COLUMBUS, OH 43215

**Form 13F File Number:** 028-21753

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Anna D'Andrea<br>**Title:** Investment Operations Associate<br>**Phone:** 6146414018

**Signature, Place, and Date of Signing:**

Anna D'Andrea  Columbus, OH  08-07-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 105

**Form 13F Information Table Value Total:** $297827958

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 9929 | 73 | SH |  | SOLE |  | 0 | 0 | 73 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5580558 | 31666 | SH |  | SOLE |  | 0 | 0 | 31666 |
| AMAZON COM INC | COM | 023135106 |  | 3656573 | 16667 | SH |  | SOLE |  | 0 | 0 | 16667 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 3482180 | 33560 | SH |  | SOLE |  | 0 | 0 | 33560 |
| AMGEN INC | COM | 031162100 |  | 3453488 | 12369 | SH |  | SOLE |  | 0 | 0 | 12369 |
| APPLE INC | COM | 037833100 |  | 5417152 | 26403 | SH |  | SOLE |  | 0 | 0 | 26403 |
| AT INC | COM | 00206R102 |  | 5481120 | 189396 | SH |  | SOLE |  | 0 | 0 | 189396 |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | 092528108 |  | 412980 | 18511 | SH |  | SOLE |  | 0 | 0 | 18511 |
| BROADCOM INC | COM | 11135F101 |  | 5767562 | 20923 | SH |  | SOLE |  | 0 | 0 | 20923 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 44914 | 203 | SH |  | SOLE |  | 0 | 0 | 203 |
| CHEVRON CORP NEW | COM | 166764100 |  | 3504913 | 24477 | SH |  | SOLE |  | 0 | 0 | 24477 |
| CION INVT CORP | COM | 17259U204 |  | 39534 | 4131 | SH |  | SOLE |  | 0 | 0 | 4131 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 63630 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| COLUMBIA ETF TR I | MULTI SEC MUNI | 19761L607 |  | 46457 | 2309 | SH |  | SOLE |  | 0 | 0 | 2309 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 5720 | 57 | SH |  | SOLE |  | 0 | 0 | 57 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 252238 | 8453 | SH |  | SOLE |  | 0 | 0 | 8453 |
| DISNEY WALT CO | COM | 254687106 |  | 78374 | 632 | SH |  | SOLE |  | 0 | 0 | 632 |
| EATON CORP PLC | SHS | G29183103 |  | 5572257 | 15609 | SH |  | SOLE |  | 0 | 0 | 15609 |
| ETF SER SOLUTIONS | BAHL GAYNOR SML | 26922B832 |  | 5455218 | 189089 | SH |  | SOLE |  | 0 | 0 | 189089 |
| EXXON MOBIL CORP | COM | 30303M102 |  | 8857 | 12 | SH |  | SOLE |  | 0 | 0 | 12 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 3558622 | 86521 | SH |  | SOLE |  | 0 | 0 | 86521 |
| FINANCIAL INVS TR | CORECOMMODITY NA | 31761T886 |  | 11920208 | 456888 | SH |  | SOLE |  | 0 | 0 | 456888 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 5589 | 314 | SH |  | SOLE |  | 0 | 0 | 314 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 10838539 | 143405 | SH |  | SOLE |  | 0 | 0 | 143405 |
| GENERAL MLS INC | COM | 370334104 |  | 36889 | 712 | SH |  | SOLE |  | 0 | 0 | 712 |
| GLOBAL X FDS | S 500 CATHOLIC | 37954Y889 |  | 463565 | 6144 | SH |  | SOLE |  | 0 | 0 | 6144 |
| HOME DEPOT INC | COM | 437076102 |  | 5292054 | 14434 | SH |  | SOLE |  | 0 | 0 | 14434 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C656 |  | 127004 | 3106 | SH |  | SOLE |  | 0 | 0 | 3106 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | 45782C409 |  | 115316 | 2296 | SH |  | SOLE |  | 0 | 0 | 2296 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 |  | 3505301 | 19439 | SH |  | SOLE |  | 0 | 0 | 19439 |
| INVESCO EXCHANGE TRADED FD T | S EQL HLT | 46137V332 |  | 95389 | 3269 | SH |  | SOLE |  | 0 | 0 | 3269 |
| INVESCO EXCHANGE TRADED FD T | S EQL FIN | 46137V340 |  | 7843667 | 103052 | SH |  | SOLE |  | 0 | 0 | 103052 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 29987 | 165 | SH |  | SOLE |  | 0 | 0 | 165 |
| INVESCO EXCHANGE TRADED FD T | PHARMACEUTICALS | 46137V662 |  | 1696565 | 21242 | SH |  | SOLE |  | 0 | 0 | 21242 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 225581 | 2274 | SH |  | SOLE |  | 0 | 0 | 2274 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 120696 | 2502 | SH |  | SOLE |  | 0 | 0 | 2502 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 314921 | 3523 | SH |  | SOLE |  | 0 | 0 | 3523 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 53655 | 490 | SH |  | SOLE |  | 0 | 0 | 490 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 426500 | 1256 | SH |  | SOLE |  | 0 | 0 | 1256 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 18367 | 106 | SH |  | SOLE |  | 0 | 0 | 106 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 19161 | 149 | SH |  | SOLE |  | 0 | 0 | 149 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 310563 | 5246 | SH |  | SOLE |  | 0 | 0 | 5246 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 3240238 | 31013 | SH |  | SOLE |  | 0 | 0 | 31013 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 502955 | 5358 | SH |  | SOLE |  | 0 | 0 | 5358 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 2103237 | 43232 | SH |  | SOLE |  | 0 | 0 | 43232 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 14322 | 60 | SH |  | SOLE |  | 0 | 0 | 60 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 24276 | 301 | SH |  | SOLE |  | 0 | 0 | 301 |
| ISHARES TR | US HLTHCR PR ETF | 464288828 |  | 3568867 | 73358 | SH |  | SOLE |  | 0 | 0 | 73358 |
| ISHARES TR | MSCI GBL SUS DEV | 46435G532 |  | 9558 | 126 | SH |  | SOLE |  | 0 | 0 | 126 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 36764119 | 781218 | SH |  | SOLE |  | 0 | 0 | 781218 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 9287 | 183 | SH |  | SOLE |  | 0 | 0 | 183 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 5716428 | 19718 | SH |  | SOLE |  | 0 | 0 | 19718 |
| KROGER CO | COM | 501044101 |  | 3651057 | 50900 | SH |  | SOLE |  | 0 | 0 | 50900 |
| LAM RESEARCH CORP | COM | 512807108 |  | 5707657 | 58636 | SH |  | SOLE |  | 0 | 0 | 58636 |
| MARATHON PETE CORP | COM | 56585A102 |  | 3638519 | 21904 | SH |  | SOLE |  | 0 | 0 | 21904 |
| MEDPACE HLDGS INC | COM | 58506Q109 |  | 1668794 | 5317 | SH |  | SOLE |  | 0 | 0 | 5317 |
| MICROSOFT CORP | COM | 594918104 |  | 5748674 | 11557 | SH |  | SOLE |  | 0 | 0 | 11557 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 717117 | 4539 | SH |  | SOLE |  | 0 | 0 | 4539 |
| OWENS CORNING NEW | COM | 690742101 |  | 8251 | 60 | SH |  | SOLE |  | 0 | 0 | 60 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 5671708 | 8120 | SH |  | SOLE |  | 0 | 0 | 8120 |
| PEPSICO INC | COM | 713448108 |  | 8054 | 61 | SH |  | SOLE |  | 0 | 0 | 61 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 5113494 | 32096 | SH |  | SOLE |  | 0 | 0 | 32096 |
| PROGRESSIVE CORP | COM | 743315103 |  | 3537505 | 13256 | SH |  | SOLE |  | 0 | 0 | 13256 |
| RPM INTL INC | COM | 749685103 |  | 3369565 | 30677 | SH |  | SOLE |  | 0 | 0 | 30677 |
| SALESFORCE INC | COM | 79466L302 |  | 3498910 | 12831 | SH |  | SOLE |  | 0 | 0 | 12831 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 3402439 | 116482 | SH |  | SOLE |  | 0 | 0 | 116482 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 3332824 | 120449 | SH |  | SOLE |  | 0 | 0 | 120449 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1146900 | 45332 | SH |  | SOLE |  | 0 | 0 | 45332 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 37645 | 1249 | SH |  | SOLE |  | 0 | 0 | 1249 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 9069334 | 342239 | SH |  | SOLE |  | 0 | 0 | 342239 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 24750529 | 927681 | SH |  | SOLE |  | 0 | 0 | 927681 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 86761 | 1023 | SH |  | SOLE |  | 0 | 0 | 1023 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 |  | 6462 | 156 | SH |  | SOLE |  | 0 | 0 | 156 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 43699 | 445 | SH |  | SOLE |  | 0 | 0 | 445 |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 78463X475 |  | 83283 | 1207 | SH |  | SOLE |  | 0 | 0 | 1207 |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 |  | 52306 | 1185 | SH |  | SOLE |  | 0 | 0 | 1185 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 |  | 25377 | 777 | SH |  | SOLE |  | 0 | 0 | 777 |
| SPDR SER TR | S 400 MDCP VAL | 78464A839 |  | 419311 | 5279 | SH |  | SOLE |  | 0 | 0 | 5279 |
| SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 |  | 87738 | 902 | SH |  | SOLE |  | 0 | 0 | 902 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 9670 | 227 | SH |  | SOLE |  | 0 | 0 | 227 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 33310 | 330 | SH |  | SOLE |  | 0 | 0 | 330 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 |  | 925019 | 18423 | SH |  | SOLE |  | 0 | 0 | 18423 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 72509 | 260 | SH |  | SOLE |  | 0 | 0 | 260 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 12374371 | 131937 | SH |  | SOLE |  | 0 | 0 | 131937 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 1474408 | 29568 | SH |  | SOLE |  | 0 | 0 | 29568 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 27983 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 10190 | 43 | SH |  | SOLE |  | 0 | 0 | 43 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 172973 | 305 | SH |  | SOLE |  | 0 | 0 | 305 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 12268 | 43 | SH |  | SOLE |  | 0 | 0 | 43 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 51293 | 117 | SH |  | SOLE |  | 0 | 0 | 117 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 31813 | 180 | SH |  | SOLE |  | 0 | 0 | 180 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 22799 | 256 | SH |  | SOLE |  | 0 | 0 | 256 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1960943 | 9581 | SH |  | SOLE |  | 0 | 0 | 9581 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 20770530 | 300630 | SH |  | SOLE |  | 0 | 0 | 300630 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 17388 | 305 | SH |  | SOLE |  | 0 | 0 | 305 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1995384 | 14968 | SH |  | SOLE |  | 0 | 0 | 14968 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 10848 | 166 | SH |  | SOLE |  | 0 | 0 | 166 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 3454752 | 7760 | SH |  | SOLE |  | 0 | 0 | 7760 |
| VISA INC | COM CL A | 92826C839 |  | 5365608 | 15112 | SH |  | SOLE |  | 0 | 0 | 15112 |
| WENDYS CO | COM | 95058W100 |  | 10369 | 908 | SH |  | SOLE |  | 0 | 0 | 908 |
| WISDOMTREE TR | GLB HIGH DIV FD | 97717W877 |  | 12502236 | 218905 | SH |  | SOLE |  | 0 | 0 | 218905 |
| WISDOMTREE TR | US S CAP QTY DIV | 97717X651 |  | 363974 | 7819 | SH |  | SOLE |  | 0 | 0 | 7819 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 10133 | 121 | SH |  | SOLE |  | 0 | 0 | 121 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 3958194 | 60412 | SH |  | SOLE |  | 0 | 0 | 60412 |

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