# EDGAR Filing Document

**Accession Number:** 0001910383
**File Stem:** 0001910383-25-000005
**Filing Date:** 2025-8
**Character Count:** 13772
**Document Hash:** 17227cb9c511c4a1d60849143bededb0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001910383-25-000005.hdr.sgml**: 20250807

**ACCESSION NUMBER**: 0001910383-25-000005

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

**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
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21753
- **FILM NUMBER:** 251192716

**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** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] 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 |
| 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 |
| BLACK HILLS CORP | COM | 092528108 |  | 412980 | 18511 | SH |  | SOLE |  | 0 | 0 | 18511 |
| CHEVRON CORP NEW | COM | 166764100 |  | 3504913 | 24477 | SH |  | SOLE |  | 0 | 0 | 24477 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 63630 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| CONOCOPHILLIPS | COM | 209115104 |  | 5720 | 57 | SH |  | SOLE |  | 0 | 0 | 57 |
| DISNEY WALT CO | COM | 254687106 |  | 78374 | 632 | SH |  | SOLE |  | 0 | 0 | 632 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 3558622 | 86521 | SH |  | SOLE |  | 0 | 0 | 86521 |
| GENERAL MLS INC | COM | 370334104 |  | 36889 | 712 | SH |  | SOLE |  | 0 | 0 | 712 |
| HOME DEPOT INC | COM | 437076102 |  | 5292054 | 14434 | SH |  | SOLE |  | 0 | 0 | 14434 |
| 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 |
| INSTACART HOLDINGS INC | CL A | 464287523 |  | 14322 | 60 | SH |  | SOLE |  | 0 | 0 | 60 |
| 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 |
| INSTACART HOLDINGS INC | PFD | 464288513 |  | 24276 | 301 | SH |  | SOLE |  | 0 | 0 | 301 |
| INSTACART HOLDINGS INC | PFD | 464288828 |  | 3568867 | 73358 | SH |  | SOLE |  | 0 | 0 | 73358 |
| KROGER CO | COM | 501044101 |  | 3651057 | 50900 | SH |  | SOLE |  | 0 | 0 | 50900 |
| LAM RESEARCH CORP | COM | 512807108 |  | 5707657 | 58636 | SH |  | SOLE |  | 0 | 0 | 58636 |
| MICROSOFT CORP | COM | 594918104 |  | 5748674 | 11557 | SH |  | SOLE |  | 0 | 0 | 11557 |
| OWENS CORNING NEW | COM | 690742101 |  | 8251 | 60 | SH |  | SOLE |  | 0 | 0 | 60 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 5671708 | 8120 | SH |  | SOLE |  | 0 | 0 | 8120 |
| MICROCHIP TECHNOLOGY 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 |
| 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 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 43699 | 445 | SH |  | SOLE |  | 0 | 0 | 445 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 33310 | 330 | SH |  | SOLE |  | 0 | 0 | 330 |
| 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 |
| PANASAS INC | COM | 921943858 |  | 17388 | 305 | SH |  | SOLE |  | 0 | 0 | 305 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1995384 | 14968 | SH |  | SOLE |  | 0 | 0 | 14968 |
| PANDORA MEDIA INC | COM | 921946885 |  | 10848 | 166 | SH |  | SOLE |  | 0 | 0 | 166 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 172973 | 305 | SH |  | SOLE |  | 0 | 0 | 305 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 22799 | 256 | SH |  | SOLE |  | 0 | 0 | 256 |
| PAPA JOHN'S INTERNATIONAL | COM | 922908629 |  | 27983 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| PARETEUM CORP | COM | 922908637 |  | 12268 | 43 | SH |  | SOLE |  | 0 | 0 | 43 |
| PARKERVISION INC | COM | 922908736 |  | 51293 | 117 | SH |  | SOLE |  | 0 | 0 | 117 |
| PARTS TOWN HOLDINGS INC | COM | 922908744 |  | 31813 | 180 | SH |  | SOLE |  | 0 | 0 | 180 |
| PASSAGE BIO INC | COM | 922908751 |  | 10190 | 43 | SH |  | SOLE |  | 0 | 0 | 43 |
| AT INC | COM | 00206R102 |  | 5481120 | 189396 | SH |  | SOLE |  | 0 | 0 | 189396 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5580558 | 31666 | SH |  | SOLE |  | 0 | 0 | 31666 |
| BROADCOM INC | COM | 11135F101 |  | 5767562 | 20923 | SH |  | SOLE |  | 0 | 0 | 20923 |
| CION INVT CORP | COM | 17259U204 |  | 39534 | 4131 | SH |  | SOLE |  | 0 | 0 | 4131 |
| COLUMBIA ETF TR I | MULTI SEC MUNI | 19761L607 |  | 46457 | 2309 | SH |  | SOLE |  | 0 | 0 | 2309 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 252238 | 8453 | SH |  | SOLE |  | 0 | 0 | 8453 |
| ELECTRONIC ARTS INC | COM | 26922B832 |  | 5455218 | 189089 | SH |  | SOLE |  | 0 | 0 | 189089 |
| EXXON MOBIL CORP | COM | 30303M102 |  | 8857 | 12 | SH |  | SOLE |  | 0 | 0 | 12 |
| FINANCIAL INST INC | SUB NT FXD/FLTG | 31761T886 |  | 11920208 | 456888 | SH |  | SOLE |  | 0 | 0 | 456888 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 10838539 | 143405 | SH |  | SOLE |  | 0 | 0 | 143405 |
| FRANKLIN TEMPLETON ETF TR | SHS | 33739E108 |  | 5589 | 314 | SH |  | SOLE |  | 0 | 0 | 314 |
| GLOBAL X FDS | S 500 CATHOLIC | 37954Y889 |  | 463565 | 6144 | SH |  | SOLE |  | 0 | 0 | 6144 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 |  | 3505301 | 19439 | SH |  | SOLE |  | 0 | 0 | 19439 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | 45782C409 |  | 115316 | 2296 | SH |  | SOLE |  | 0 | 0 | 2296 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C656 |  | 127004 | 3106 | SH |  | SOLE |  | 0 | 0 | 3106 |
| 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 | 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 |
| INSTACART HOLDINGS INC | CL B | 46435G532 |  | 9558 | 126 | SH |  | SOLE |  | 0 | 0 | 126 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 5716428 | 19718 | SH |  | SOLE |  | 0 | 0 | 19718 |
| IRON MOUNTAIN INC | COM CL A | 46641Q670 |  | 36764119 | 781218 | SH |  | SOLE |  | 0 | 0 | 781218 |
| IRON MOUNTAIN INC | COM CL A | 47103U845 |  | 9287 | 183 | SH |  | SOLE |  | 0 | 0 | 183 |
| MARATHON PETE CORP | COM | 56585A102 |  | 3638519 | 21904 | SH |  | SOLE |  | 0 | 0 | 21904 |
| MEDPACE HLDGS INC | COM | 58506Q109 |  | 1668794 | 5317 | SH |  | SOLE |  | 0 | 0 | 5317 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 717117 | 4539 | SH |  | SOLE |  | 0 | 0 | 4539 |
| 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 |
| MYRIAD GENETICS INC | COM | 78468R853 |  | 9670 | 227 | SH |  | SOLE |  | 0 | 0 | 227 |
| SALESFORCE INC | COM | 79466L302 |  | 3498910 | 12831 | SH |  | SOLE |  | 0 | 0 | 12831 |
| 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 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 12374371 | 131937 | SH |  | SOLE |  | 0 | 0 | 131937 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 72509 | 260 | SH |  | SOLE |  | 0 | 0 | 260 |
| PALO ALTO NETWORKS INC | COM | 92189H409 |  | 925019 | 18423 | SH |  | SOLE |  | 0 | 0 | 18423 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 1474408 | 29568 | SH |  | SOLE |  | 0 | 0 | 29568 |
| 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 |
| EATON CORP PLC | SHS | G29183103 |  | 5572257 | 15609 | SH |  | SOLE |  | 0 | 0 | 15609 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 44914 | 203 | SH |  | SOLE |  | 0 | 0 | 203 |

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