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JFS Wealth Advisors

Latest statistics and disclosures from Jfs Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAX, DFUS, IWB, AGG, and represent 28.59% of Jfs Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JCPB, DFAC, JMUB, DFAU, AGG, BSV, IEMG, JPST, IWV, OEF.
Started 91 new stock positions in VTEI, PINK, AER, BTSG, CRDO, ALB, SSB, ARKQ, ATKR, XIFR.
Reduced shares in these 10 stocks: VTEB, IWB, IYW, IVV, IWF, LRGF, MUB, DFAX, TFI, DFUS.
Sold out of its positions in AIN, AMED, AVUS, ANSS, ASTH, AZEK, LUCK, BRF Brasil Foods SA, BRKR, CABO.
Jfs Wealth Advisors was a net buyer of stock by $38M.
Jfs Wealth Advisors has $1.7B in assets under management (AUM), dropping by 8.78%.
Central Index Key (CIK): 0001568068

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Portfolio Holdings for Jfs Wealth Advisors

Jfs Wealth Advisors holds 1901 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Jfs Wealth Advisors has 1901 total positions. Only the first 250 positions are shown.

Sign up to view all of the Jfs Wealth Advisors Sept. 30, 2025 positions
Download the Jfs Wealth Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.8	$133M		3.5M	38.57	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	6.9	$118M		3.8M	31.38	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	6.0	$102M		1.4M	72.44	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.3	$74M	-2%	203k	365.48	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.6	$62M	+3%	614k	100.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.1	$52M		104k	502.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$51M	-2%	76k	669.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.7	$45M		695k	65.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.4	$41M	-2%	88k	468.41	View chart
Ishares Tr National Mun Etf (MUB)	2.3	$40M		376k	106.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.3	$39M	-5%	771k	50.07	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.1	$36M		1.0M	36.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$36M		302k	118.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$29M		491k	59.92	View chart
Apple (AAPL)	1.7	$29M		115k	254.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$29M		328k	87.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$26M		127k	206.51	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$21M	+7%	323k	65.92	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.2	$21M		667k	31.53	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.2	$21M	+10%	458k	45.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$19M		260k	74.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$18M		147k	120.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$16M		50k	328.17	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$16M	+9%	320k	50.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$15M		22k	666.25	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.8	$14M	+10%	38k	378.94	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.8	$14M		19.00	754200.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$14M	+2%	257k	54.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$14M		64k	215.79	View chart
Microsoft Corporation (MSFT)	0.8	$13M		26k	517.94	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$12M		164k	73.48	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.6	$11M	-4%	240k	45.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$11M	+11%	53k	203.59	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$9.2M	+2%	84k	110.59	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$9.2M	+4%	111k	82.96	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$9.1M	+3%	95k	95.89	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$9.0M	+12%	85k	106.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$8.2M		58k	140.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$8.0M		345k	23.28	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.5	$7.9M	+4%	56k	141.50	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$7.7M		299k	25.71	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$7.5M	+8%	230k	32.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$7.4M	+2%	31k	243.10	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$7.2M	+7%	166k	43.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$6.8M	-5%	11k	612.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$6.7M	+4%	28k	241.96	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$6.7M		151k	44.69	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$6.7M		211k	31.91	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$6.4M	+293%	135k	47.55	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$6.4M	+13%	49k	129.72	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$6.2M	+8%	22k	281.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$6.1M		25k	243.55	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$6.0M		29k	209.34	View chart
Johnson & Johnson (JNJ)	0.3	$5.8M	+3%	31k	185.42	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$5.6M	-3%	134k	42.13	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$5.4M	-2%	163k	33.37	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$5.3M		101k	52.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$5.3M		8.8k	600.37	View chart
Amazon (AMZN)	0.3	$5.0M	+6%	23k	219.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$5.0M	+3%	68k	73.46	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.3	$4.9M		74k	66.22	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$4.8M	+28%	57k	84.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$4.4M	-2%	47k	93.37	View chart
Procter & Gamble Company (PG)	0.3	$4.3M		28k	153.65	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.3	$4.3M	-4%	94k	45.77	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$4.2M	+2%	77k	53.87	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$4.0M	+3%	125k	32.07	View chart
Enterprise Products Partners (EPD)	0.2	$4.0M	+2%	127k	31.27	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.8M		34k	112.75	View chart
International Business Machines (IBM)	0.2	$3.6M		13k	282.16	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$3.6M	-11%	45k	80.17	View chart
NVIDIA Corporation (NVDA)	0.2	$3.5M	+7%	19k	186.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.5M		17k	208.75	View chart
Wal-Mart Stores (WMT)	0.2	$3.4M	+4%	33k	103.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.4M		18k	186.49	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.3M		23k	142.10	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$3.2M	+12%	54k	59.20	View chart
Kla Corp Com New (KLAC)	0.2	$3.2M		2.9k	1078.60	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.1M	+70%	9.5k	332.85	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$3.0M	+263%	60k	50.47	View chart
Caterpillar (CAT)	0.2	$2.9M	+2%	6.1k	477.17	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$2.9M		67k	42.79	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$2.9M	+6%	29k	97.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.8M	+4%	11k	254.32	View chart
Home Depot (HD)	0.2	$2.7M	+10%	6.8k	405.16	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.7M		19k	139.17	View chart
Chevron Corporation (CVX)	0.2	$2.6M	+5%	17k	155.29	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$2.6M		8.6k	302.35	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$2.6M		56k	45.42	View chart
Arch Cap Group Ord (ACGL)	0.1	$2.5M		28k	90.73	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.5M		26k	96.55	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$2.5M	-4%	55k	45.21	View chart
Costco Wholesale Corporation (COST)	0.1	$2.5M		2.6k	925.64	View chart
Goldman Sachs (GS)	0.1	$2.4M	+7%	3.1k	796.35	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.4M		37k	65.01	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$2.4M	+12%	31k	78.09	View chart
Abbvie (ABBV)	0.1	$2.4M	+2%	10k	231.54	View chart
Pepsi (PEP)	0.1	$2.4M		17k	140.44	View chart
McDonald's Corporation (MCD)	0.1	$2.3M	+6%	7.7k	303.90	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.3M		25k	95.47	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.3M	-7%	7.3k	315.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.2M		7.4k	293.83	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$2.1M		84k	25.56	View chart
Coca-Cola Company (KO)	0.1	$2.1M	+12%	32k	66.34	View chart
Honeywell International (HON)	0.1	$2.1M	+6%	9.9k	210.50	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.1M	+24%	23k	89.34	View chart
PNC Financial Services (PNC)	0.1	$2.1M	+4%	10k	200.93	View chart
At&t (T)	0.1	$2.0M	+11%	71k	28.24	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.0M		71k	27.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.9M		74k	26.34	View chart
Visa Com Cl A (V)	0.1	$1.9M	+13%	5.6k	341.39	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$1.9M	-2%	23k	80.65	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.8M	+34%	18k	102.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.8M	-45%	9.1k	195.86	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.7M	+86%	9.9k	174.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.7M		25k	68.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.7M	+25%	4.8k	355.47	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.7M	-15%	37k	46.12	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.7M		36k	47.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.7M		32k	53.40	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.7M		57k	29.64	View chart
Merck & Co (MRK)	0.1	$1.7M	+10%	20k	83.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.6M	NEW	21k	78.91	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.6M		34k	46.24	View chart
Abbott Laboratories (ABT)	0.1	$1.6M		12k	133.94	View chart
TJX Companies (TJX)	0.1	$1.5M		11k	144.54	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$1.5M		40k	37.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.5M		7.7k	194.51	View chart
Blackrock Muniyield Quality Fund (MQY)	0.1	$1.5M		128k	11.65	View chart
Meta Platforms Cl A (META)	0.1	$1.5M	+4%	2.0k	734.51	View chart
Invesco Quality Municipal Inc Trust (IQI)	0.1	$1.4M		145k	9.85	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.4M		30k	46.81	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$1.4M	+317%	23k	62.26	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.1	$1.4M		146k	9.67	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.1	$1.4M		145k	9.65	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$1.4M		123k	11.39	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$1.4M		119k	11.69	View chart
Cisco Systems (CSCO)	0.1	$1.4M	+2%	20k	68.42	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$1.4M		138k	9.94	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$1.4M		21k	63.56	View chart
Walt Disney Company (DIS)	0.1	$1.4M	+15%	12k	114.50	View chart
Broadcom (AVGO)	0.1	$1.4M	+41%	4.1k	329.90	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$1.3M	+2505%	39k	34.16	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$1.3M	+65%	28k	47.84	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.3M		9.6k	137.80	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.3M		3.0k	435.43	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.3M	+201%	4.4k	297.88	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$1.3M		5.3k	244.10	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.2M	+56%	14k	91.42	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.2M		2.1k	596.03	View chart
Pfizer (PFE)	0.1	$1.2M	+10%	48k	25.48	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.2M	+15%	28k	43.30	View chart
Bank of America Corporation (BAC)	0.1	$1.2M	+11%	23k	51.59	View chart
Verizon Communications (VZ)	0.1	$1.2M	+19%	27k	43.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.1M	-2%	2.4k	463.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M	-6%	5.6k	189.70	View chart
Boeing Company (BA)	0.1	$1.1M	+24%	4.9k	215.84	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$1.1M		9.2k	114.68	View chart
Ubs Group SHS (UBS)	0.1	$1.1M		26k	41.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.1M	+11%	14k	72.77	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.0M		12k	84.00	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$1.0M	NEW	12k	89.37	View chart
Deere & Company (DE)	0.1	$1.0M		2.3k	457.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.0M	+3%	14k	71.37	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.0M	-11%	10k	99.95	View chart
American Electric Power Company (AEP)	0.1	$939k		8.3k	112.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$920k		2.9k	320.07	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$913k		18k	51.09	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$880k		21k	42.76	View chart
Eaton Corp SHS (ETN)	0.1	$870k	-7%	2.3k	374.27	View chart
F.N.B. Corporation (FNB)	0.1	$864k	+3%	54k	16.11	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$833k	-2%	6.0k	140.05	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$815k	+12%	3.3k	246.60	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$814k		14k	58.21	View chart
Constellation Energy (CEG)	0.0	$804k	+20%	2.4k	329.08	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$795k	+4%	34k	23.47	View chart
Tesla Motors (TSLA)	0.0	$789k	-7%	1.8k	444.82	View chart
Texas Instruments Incorporated (TXN)	0.0	$772k		4.2k	183.73	View chart
Palantir Technologies Cl A (PLTR)	0.0	$764k		4.2k	182.42	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$761k		12k	61.17	View chart
Norfolk Southern (NSC)	0.0	$754k		2.5k	300.46	View chart
Philip Morris International (PM)	0.0	$739k	-5%	4.6k	162.20	View chart
Ford Motor Company (F)	0.0	$738k		62k	11.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$737k		15k	49.46	View chart
Raytheon Technologies Corp (RTX)	0.0	$735k	+37%	4.4k	167.33	View chart
Northrop Grumman Corporation (NOC)	0.0	$721k		1.2k	609.32	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$717k	-23%	4.2k	170.85	View chart
Nike CL B (NKE)	0.0	$707k	+26%	10k	69.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$704k	-13%	4.8k	145.64	View chart
Vanguard World Health Car Etf (VHT)	0.0	$695k	-4%	2.7k	259.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$676k	+126%	8.0k	84.11	View chart
Mastercard Incorporated Cl A (MA)	0.0	$672k	+53%	1.2k	568.81	View chart
Duke Energy Corp Com New (DUK)	0.0	$672k	+6%	5.4k	123.74	View chart
Wells Fargo & Company (WFC)	0.0	$669k	-26%	8.0k	83.82	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$664k	+18564%	3.2k	209.27	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$664k	+40%	6.0k	110.49	View chart
Lowe's Companies (LOW)	0.0	$662k		2.6k	251.31	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$661k		2.4k	279.31	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$658k	-56%	9.5k	69.08	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$654k		8.4k	78.37	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$651k		6.2k	104.96	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$649k		20k	31.89	View chart
Netflix (NFLX)	0.0	$648k		541.00	1198.33	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$640k	+5%	6.7k	95.14	View chart
Comcast Corp Cl A (CMCSA)	0.0	$637k	+16%	20k	31.42	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$637k		853.00	746.61	View chart
FedEx Corporation (FDX)	0.0	$635k	+31%	2.7k	235.81	View chart
Novartis Sponsored Adr (NVS)	0.0	$631k	-2%	4.9k	128.23	View chart
American Express Company (AXP)	0.0	$631k		1.9k	332.21	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$618k		3.5k	176.81	View chart
Capital One Financial (COF)	0.0	$608k	+731%	2.9k	212.55	View chart
Us Bancorp Del Com New (USB)	0.0	$604k		13k	48.33	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$601k	+172%	6.7k	89.62	View chart
Intuit (INTU)	0.0	$599k		877.00	682.92	View chart
Medtronic SHS (MDT)	0.0	$594k	+40%	6.2k	95.25	View chart
Oracle Corporation (ORCL)	0.0	$591k		2.1k	281.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$588k		7.4k	79.93	View chart
Morgan Stanley Com New (MS)	0.0	$588k	+501%	3.7k	158.96	View chart
Allstate Corporation (ALL)	0.0	$570k	+316%	2.7k	214.65	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$559k	NEW	5.6k	100.33	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$557k	+18%	7.7k	71.86	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$556k	+295%	32k	17.29	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$553k	+58%	7.0k	79.51	View chart
Nextera Energy (NEE)	0.0	$543k	+69%	7.2k	75.49	View chart
Nasdaq Omx (NDAQ)	0.0	$534k		6.0k	88.45	View chart
Bank of New York Mellon Corporation (BK)	0.0	$517k		4.7k	108.96	View chart
Terawulf (WULF)	0.0	$514k	-10%	45k	11.42	View chart
Citigroup Com New (C)	0.0	$505k	+13%	5.0k	101.50	View chart
Automatic Data Processing (ADP)	0.0	$498k		1.7k	293.57	View chart
Tractor Supply Company (TSCO)	0.0	$493k		8.7k	56.87	View chart
Adobe Systems Incorporated (ADBE)	0.0	$488k	+36%	1.4k	352.75	View chart
Eli Lilly & Co. (LLY)	0.0	$483k		633.00	762.92	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$481k		13k	37.70	View chart
Dollar General (DG)	0.0	$470k		4.5k	103.35	View chart
Old Republic International Corporation (ORI)	0.0	$467k		11k	42.47	View chart
Fifth Third Ban (FITB)	0.0	$458k		10k	44.55	View chart
National Fuel Gas (NFG)	0.0	$444k	+474%	4.8k	92.37	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$443k		3.2k	139.67	View chart
Ally Financial (ALLY)	0.0	$438k	-26%	11k	39.20	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$435k		7.6k	57.10	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$431k		4.8k	89.57	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$430k		33k	13.14	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$419k	-10%	9.0k	46.42	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$413k	+322%	4.7k	87.21	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$409k		1.4k	293.87	View chart
Lockheed Martin Corporation (LMT)	0.0	$408k	+36%	817.00	499.21	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$405k	+139%	4.5k	89.37	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$400k		4.5k	88.14	View chart
General Dynamics Corporation (GD)	0.0	$392k		1.1k	341.02	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$390k		5.1k	76.72	View chart

Past Filings by Jfs Wealth Advisors

SEC 13F filings are viewable for Jfs Wealth Advisors going back to 2012

Jfs Wealth Advisors 2025 Q3 filed Nov. 10, 2025
Jfs Wealth Advisors 2025 Q2 filed July 24, 2025
Jfs Wealth Advisors 2025 Q1 filed April 22, 2025
Jfs Wealth Advisors 2024 Q4 filed Jan. 31, 2025
Jfs Wealth Advisors 2024 Q3 filed Oct. 25, 2024
Jfs Wealth Advisors 2024 Q2 filed July 15, 2024
Jfs Wealth Advisors 2024 Q1 filed April 30, 2024
Jfs Wealth Advisors 2023 Q4 filed Feb. 7, 2024
Jfs Wealth Advisors 2023 Q3 filed Nov. 2, 2023
Jfs Wealth Advisors 2023 Q2 filed Aug. 7, 2023
Jfs Wealth Advisors 2023 Q1 filed April 19, 2023
Jfs Wealth Advisors 2022 Q4 filed Feb. 13, 2023
Jfs Wealth Advisors 2022 Q3 filed Oct. 21, 2022
Jfs Wealth Advisors 2022 Q2 filed Aug. 2, 2022
Jfs Wealth Advisors 2022 Q1 filed May 2, 2022
Jfs Wealth Advisors 2021 Q4 filed Feb. 3, 2022

View all past filings

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