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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 29.11% of Jfs Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$11M), DFIC (+$7.2M), AGG, IVV, JCPB, XLK, JMUB, DFEM, IJR, VEA.
Started 91 new stock positions in BEAM, TMDX, OLN, PRM, AVTR, TTAN, FIG, RYTM, UNF, IWX.
Reduced shares in these 10 stocks: AAPL, TFI, IWF, IWV, SPY, XLF, IVW, IYW, IVE, DFUS.
Sold out of its positions in AKRO, ALE, AVUV, HACK, ARCB, AVDX, BSTZ, CCCC, CZR, CSWC.
Jfs Wealth Advisors was a net buyer of stock by $34M.
Jfs Wealth Advisors has $1.8B in assets under management (AUM), dropping by 3.84%.
Central Index Key (CIK): 0001568068

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Portfolio Holdings for Jfs Wealth Advisors

Jfs Wealth Advisors holds 1918 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Jfs Wealth Advisors has 1918 total positions. Only the first 250 positions are shown.

Sign up to view all of the Jfs Wealth Advisors Dec. 31, 2025 positions
Download the Jfs Wealth Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.3	$148M	+7%	3.7M	39.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	7.0	$124M		3.8M	32.73	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.8	$103M		1.4M	74.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.3	$76M		202k	373.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.7	$66M	+8%	663k	99.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$56M	+8%	82k	684.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.0	$53M		106k	502.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.6	$47M	+2%	711k	66.00	View chart
Ishares Tr National Mun Etf (MUB)	2.3	$41M		382k	107.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$40M	+2%	789k	50.29	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.2	$39M		1.0M	38.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$38M	+5%	319k	120.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.1	$38M	-7%	81k	473.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$32M	+4%	514k	62.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$30M		331k	89.46	View chart
Apple (AAPL)	1.5	$27M	-12%	100k	271.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$26M	-3%	123k	212.07	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.2	$22M	+2%	471k	46.80	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.2	$22M		673k	32.57	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$22M		324k	67.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$19M		260k	74.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$17M	-5%	139k	123.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$16M	-2%	49k	335.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$16M		322k	50.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.9	$15M	+91%	440k	34.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$14M	+3%	267k	53.76	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.8	$14M		19.00	754800.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$14M		64k	219.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$14M	-9%	20k	682.04	View chart
Microsoft Corporation (MSFT)	0.7	$13M	+4%	27k	483.61	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.7	$13M	-12%	33k	386.85	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$12M		164k	71.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$11M		54k	210.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$11M	+12%	34k	313.00	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.6	$11M	+64%	221k	47.36	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$9.4M	+2%	114k	82.82	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$9.1M		94k	96.88	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$9.0M		85k	106.70	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$8.7M	-8%	77k	113.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$8.3M		346k	24.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$8.1M	-2%	57k	143.52	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$7.9M		56k	141.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$7.8M		299k	26.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$7.8M		25k	313.80	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$7.3M		165k	44.34	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$7.2M	+74%	218k	33.08	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$7.2M		154k	46.59	View chart
Spdr Series Trust State Street Spd (TFI)	0.4	$7.1M	-35%	155k	45.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$6.9M		11k	627.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$6.8M		210k	32.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$6.8M		28k	246.16	View chart
Johnson & Johnson (JNJ)	0.4	$6.4M		31k	206.95	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$6.4M	+101%	44k	143.97	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$6.3M		48k	131.59	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$6.1M	+102%	121k	50.50	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$6.0M		29k	209.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$5.9M	+9%	9.7k	614.32	View chart
Amazon (AMZN)	0.3	$5.7M	+8%	25k	230.82	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$5.4M		164k	32.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$5.2M	+2%	69k	75.44	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$5.2M		100k	51.60	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.3	$5.0M	-6%	125k	40.35	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$5.0M	-3%	55k	90.00	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.3	$4.9M	-3%	72k	68.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$4.6M		48k	96.03	View chart
NVIDIA Corporation (NVDA)	0.2	$4.4M	+22%	23k	186.50	View chart
Procter & Gamble Company (PG)	0.2	$4.3M	+5%	30k	143.31	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.2	$4.2M		94k	45.02	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.0M		33k	120.34	View chart
Enterprise Products Partners (EPD)	0.2	$3.9M	-2%	123k	32.06	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$3.7M		45k	82.48	View chart
Wal-Mart Stores (WMT)	0.2	$3.6M		33k	111.41	View chart
Kla Corp Com New (KLAC)	0.2	$3.6M		3.0k	1215.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.5M		17k	211.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.5M		18k	190.99	View chart
Caterpillar (CAT)	0.2	$3.5M		6.1k	572.86	View chart
International Business Machines (IBM)	0.2	$3.3M	-12%	11k	296.21	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.3M		23k	141.14	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$3.3M		54k	60.81	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.2M		9.5k	342.96	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$3.1M	-26%	56k	54.77	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$3.0M		19k	154.80	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$2.9M		66k	44.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.8M		11k	257.96	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$2.7M		29k	93.89	View chart
Arch Cap Group Ord (ACGL)	0.2	$2.7M		28k	95.92	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$2.7M		8.6k	309.04	View chart
Chevron Corporation (CVX)	0.1	$2.6M		17k	152.41	View chart
Goldman Sachs (GS)	0.1	$2.6M	-4%	2.9k	879.00	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.5M		26k	96.27	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$2.5M	-2%	54k	46.92	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$2.5M	-2%	55k	45.89	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.5M		37k	67.13	View chart
Abbvie (ABBV)	0.1	$2.5M	+4%	11k	228.49	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.5M		25k	99.91	View chart
Pepsi (PEP)	0.1	$2.4M		17k	143.59	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$2.4M		31k	77.88	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.4M		7.4k	322.23	View chart
Costco Wholesale Corporation (COST)	0.1	$2.3M		2.7k	862.39	View chart
Home Depot (HD)	0.1	$2.3M		6.7k	344.08	View chart
McDonald's Corporation (MCD)	0.1	$2.3M	-2%	7.5k	305.61	View chart
PNC Financial Services (PNC)	0.1	$2.2M		10k	208.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.2M		7.4k	290.22	View chart
Coca-Cola Company (KO)	0.1	$2.1M	-5%	31k	69.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.1M	+2%	73k	28.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.0M	+3%	5.0k	396.28	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$2.0M	-5%	79k	24.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.0M	+13%	36k	54.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.9M		72k	26.91	View chart
Merck & Co (MRK)	0.1	$1.9M	-6%	19k	105.29	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$1.9M		23k	82.50	View chart
Visa Com Cl A (V)	0.1	$1.9M	-5%	5.3k	350.72	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.9M	+6%	11k	177.36	View chart
Honeywell International (HON)	0.1	$1.9M	-3%	9.5k	195.09	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.9M		37k	49.90	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.8M	+78%	41k	44.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.8M	+2%	26k	69.67	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.8M		17k	101.67	View chart
Meta Platforms Cl A (META)	0.1	$1.7M	+30%	2.6k	660.19	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.7M		57k	30.07	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.7M		36k	47.79	View chart
TJX Companies (TJX)	0.1	$1.7M	+4%	11k	153.61	View chart
Wisdomtree Tr True Developed I (DOL)	0.1	$1.7M	+12%	25k	65.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.7M	+8%	8.4k	198.61	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.6M		21k	78.81	View chart
Cisco Systems (CSCO)	0.1	$1.6M	+2%	21k	77.03	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$1.6M	+2%	41k	38.56	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.6M		34k	46.04	View chart
Abbott Laboratories (ABT)	0.1	$1.5M	+2%	12k	125.29	View chart
At&t (T)	0.1	$1.5M	-18%	58k	24.84	View chart
Blackrock Muniyield Quality Fund (MQY)	0.1	$1.4M		128k	11.30	View chart
Invesco Quality Municipal Inc Trust (IQI)	0.1	$1.4M		145k	9.96	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$1.4M		123k	11.63	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$1.4M		119k	12.02	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M	+3%	9.9k	141.06	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.1	$1.4M		145k	9.65	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$1.4M	+5%	30k	47.35	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.1	$1.4M		146k	9.57	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.4M	-2%	30k	46.81	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.4M		4.5k	302.12	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.3M		3.0k	444.56	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$1.3M		5.3k	251.18	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$1.3M		138k	9.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$1.3M		21k	62.37	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$1.3M		40k	33.30	View chart
Walt Disney Company (DIS)	0.1	$1.2M	-7%	11k	113.82	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.2M		2.1k	603.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.2M	+16%	17k	73.56	View chart
Broadcom (AVGO)	0.1	$1.2M	-14%	3.5k	346.10	View chart
Ubs Group SHS (UBS)	0.1	$1.2M		26k	46.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.1M	-2%	14k	81.17	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.1M	-2%	2.3k	480.56	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.1M	-6%	26k	42.87	View chart
Bank of America Corporation (BAC)	0.1	$1.1M	-14%	20k	55.00	View chart
Pfizer (PFE)	0.1	$1.1M	-8%	44k	24.90	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$1.1M		9.2k	118.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M		5.6k	191.56	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$1.1M		12k	92.30	View chart
Deere & Company (DE)	0.1	$1.1M		2.3k	465.50	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.0M		10k	102.54	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.0M		12k	84.88	View chart
Boeing Company (BA)	0.1	$988k	-7%	4.6k	217.13	View chart
American Electric Power Company (AEP)	0.1	$972k		8.4k	115.31	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$923k		2.9k	323.05	View chart
F.N.B. Corporation (FNB)	0.1	$919k		54k	17.10	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$909k		18k	50.86	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$883k	+57%	8.8k	100.83	View chart
Constellation Energy (CEG)	0.0	$881k	+2%	2.5k	353.28	View chart
Tesla Motors (TSLA)	0.0	$879k	+10%	2.0k	449.81	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$875k		21k	42.56	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$830k		14k	59.54	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$828k		6.0k	139.17	View chart
Eli Lilly & Co. (LLY)	0.0	$823k	+21%	766.00	1074.83	View chart
Ford Motor Company (F)	0.0	$806k		61k	13.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$795k	-10%	3.0k	268.30	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$793k	-2%	12k	65.54	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$789k	+17%	9.4k	83.75	View chart
Ssga Active Tr Spdr Bridgewater (ALLW)	0.0	$788k	+526%	29k	27.49	View chart
Vanguard World Health Car Etf (VHT)	0.0	$771k		2.7k	287.87	View chart
Palantir Technologies Cl A (PLTR)	0.0	$770k	+3%	4.3k	177.75	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$766k	-3%	33k	23.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$764k	-57%	3.8k	199.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$763k	-36%	8.6k	88.49	View chart
Eaton Corp SHS (ETN)	0.0	$753k		2.4k	318.53	View chart
Texas Instruments Incorporated (TXN)	0.0	$746k	+2%	4.3k	173.49	View chart
Raytheon Technologies Corp (RTX)	0.0	$746k	-7%	4.1k	183.41	View chart
FedEx Corporation (FDX)	0.0	$741k	-4%	2.6k	289.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$740k	+2%	2.4k	303.93	View chart
Norfolk Southern (NSC)	0.0	$733k		2.5k	288.75	View chart
American Express Company (AXP)	0.0	$724k	+3%	2.0k	369.86	View chart
Philip Morris International (PM)	0.0	$723k		4.5k	160.50	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$719k	+25%	9.7k	73.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$708k		4.8k	148.68	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$704k	-2%	15k	48.32	View chart
Us Bancorp Del Com New (USB)	0.0	$698k	+4%	13k	53.39	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$692k		3.2k	214.70	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$686k		20k	33.74	View chart
Duke Energy Corp Com New (DUK)	0.0	$684k	+7%	5.8k	117.22	View chart
Northrop Grumman Corporation (NOC)	0.0	$683k		1.2k	570.21	View chart
Novartis Sponsored Adr (NVS)	0.0	$679k		4.9k	137.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$666k	+2%	4.3k	154.14	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$662k		6.0k	110.15	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$648k		8.3k	77.68	View chart
Capital One Financial (COF)	0.0	$645k	-7%	2.7k	242.36	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$643k		853.00	753.79	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$635k		6.2k	102.42	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$627k	-5%	9.0k	69.43	View chart
Verizon Communications (VZ)	0.0	$615k	-44%	15k	40.73	View chart
Mastercard Incorporated Cl A (MA)	0.0	$602k	-10%	1.1k	570.88	View chart
Nasdaq Omx (NDAQ)	0.0	$602k	+2%	6.2k	97.13	View chart
Wells Fargo & Company (WFC)	0.0	$591k	-20%	6.3k	93.20	View chart
Intuit (INTU)	0.0	$590k		890.00	662.43	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$588k	-7%	3.2k	181.21	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$587k		7.4k	79.73	View chart
Allstate Corporation (ALL)	0.0	$577k	+4%	2.8k	208.16	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$569k		33k	17.49	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$561k		6.9k	81.01	View chart
Bank of New York Mellon Corporation (BK)	0.0	$544k		4.7k	116.09	View chart
Lowe's Companies (LOW)	0.0	$543k	-14%	2.3k	241.16	View chart
Nextera Energy (NEE)	0.0	$531k	-8%	6.6k	80.27	View chart
Netflix (NFLX)	0.0	$529k	+943%	5.6k	93.77	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$528k	-16%	5.6k	94.16	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$524k	+28%	5.9k	89.55	View chart
Citigroup Com New (C)	0.0	$521k	-10%	4.5k	116.69	View chart
Nike CL B (NKE)	0.0	$520k	-19%	8.2k	63.72	View chart
Ally Financial (ALLY)	0.0	$510k		11k	45.29	View chart
Old Republic International Corporation (ORI)	0.0	$505k		11k	45.64	View chart
Medtronic SHS (MDT)	0.0	$500k	-16%	5.2k	96.18	View chart
Dollar General (DG)	0.0	$498k	-17%	3.8k	132.77	View chart
Comcast Corp Cl A (CMCSA)	0.0	$494k	-18%	17k	29.89	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$491k	+26%	1.8k	279.15	View chart
Fifth Third Ban (FITB)	0.0	$489k		10k	46.82	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$487k		13k	38.22	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$468k		5.1k	91.93	View chart
Morgan Stanley Com New (MS)	0.0	$463k	-29%	2.6k	177.53	View chart
Terawulf (WULF)	0.0	$460k	-11%	40k	11.49	View chart
Oracle Corporation (ORCL)	0.0	$456k	+11%	2.3k	194.93	View chart
Automatic Data Processing (ADP)	0.0	$452k	+3%	1.8k	257.34	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$447k		3.2k	141.05	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$440k		4.8k	91.45	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$435k		33k	13.29	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$434k		9.0k	48.11	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$432k		7.5k	57.24	View chart
United Parcel Service CL B (UPS)	0.0	$419k	+3%	4.2k	99.18	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$408k	+101%	9.5k	42.69	View chart
General Dynamics Corporation (GD)	0.0	$398k	+3%	1.2k	336.52	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$398k		11k	38.05	View chart
Amgen (AMGN)	0.0	$379k	+8%	1.2k	327.34	View chart
Shell Spon Ads (SHEL)	0.0	$377k		5.1k	73.48	View chart
Waste Management (WM)	0.0	$371k	+10%	1.7k	219.65	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 Q4 filed Jan. 14, 2026
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

View all past filings

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