Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 29.16% of Jfs Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$12M), IUSB, IVV, AGG, BIV, JCPB, DFIC, EFV, IVE, GOVT.
Started 49 new stock positions in CEF, XME, OKLO, HYMB, AZN, GOVT, IWL, BBH, INDV, SEI.
Reduced shares in these 10 stocks: IDEV, DFUS, DFAX, BSV, HYDB, IWB, MGC, IWF, BRK.B, VOE.
Sold out of its positions in AMLP, ALIT, AVDE, AstraZeneca, AVB, BRBR, BMNR, BOE, AI, CBZ.
Jfs Wealth Advisors was a net buyer of stock by $26M.
Jfs Wealth Advisors has $1.8B in assets under management (AUM), dropping by 0.69%.
Central Index Key (CIK): 0001568068

Tip: Access up to 7 years of quarterly data

Positions held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Jfs Wealth Advisors

Jfs Wealth Advisors holds 1889 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Jfs Wealth Advisors has 1889 total positions. Only the first 250 positions are shown.

Sign up to view all of the Jfs Wealth Advisors March 31, 2026 positions
Download the Jfs Wealth Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.8	$157M	+8%	4.0M	38.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	7.1	$127M		3.7M	33.97	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.4	$96M	-2%	1.4M	70.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.0	$71M		199k	356.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.9	$70M	+5%	701k	99.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$58M	+7%	89k	653.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.8	$50M		104k	479.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.7	$48M		713k	67.53	View chart
Ishares Tr National Mun Etf (MUB)	2.3	$41M		386k	106.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.3	$41M	+2%	811k	49.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$40M		319k	124.31	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.2	$40M		1.0M	38.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$33M	-2%	78k	426.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$33M		510k	64.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$31M	+3%	344k	90.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$28M	+6%	131k	211.15	View chart
Apple (AAPL)	1.4	$25M		99k	253.79	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.3	$23M		672k	33.86	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$23M		323k	69.75	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.2	$22M	+3%	486k	45.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$20M	+2%	266k	73.64	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.0	$18M	+14%	504k	35.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$17M	+2%	330k	50.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$16M		142k	113.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$16M		49k	320.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$15M	+5%	282k	54.05	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.8	$14M		19.00	718140.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$13M	-2%	62k	215.06	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$13M		20k	650.48	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$13M	+22%	272k	47.08	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.7	$12M	-2%	32k	370.68	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$12M		164k	73.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$12M		54k	213.67	View chart
Microsoft Corporation (MSFT)	0.5	$9.6M	-2%	26k	370.17	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$9.4M		94k	100.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$9.4M	-4%	33k	287.56	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$9.1M		86k	106.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$8.8M	-6%	107k	82.57	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$8.6M	-5%	72k	118.45	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$8.5M		344k	24.75	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$8.4M	+11%	244k	34.55	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.5	$8.1M		56k	144.71	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$8.1M	-3%	159k	50.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$7.7M	-7%	52k	148.10	View chart
Johnson & Johnson (JNJ)	0.4	$7.5M		31k	244.44	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$7.5M		299k	25.10	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$7.4M		152k	48.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$7.2M		25k	286.86	View chart
Spdr Series Trust State Street Spd (TFI)	0.4	$7.0M		154k	45.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$6.8M		28k	248.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$6.7M		11k	597.56	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$6.3M	+4%	126k	49.99	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$6.2M	-3%	47k	132.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$6.0M	+13%	78k	77.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$6.0M		207k	29.13	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$5.9M		29k	205.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$5.8M		44k	132.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$5.7M	+2%	9.9k	577.16	View chart
Exxon Mobil Corporation (XOM)	0.3	$5.6M		33k	169.66	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$5.4M		165k	32.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$5.4M	+124%	70k	77.18	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$5.1M		54k	94.24	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$5.0M	-5%	94k	52.54	View chart
Amazon (AMZN)	0.3	$5.0M	-3%	24k	208.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$4.9M	+4%	51k	97.13	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.3	$4.7M	-7%	115k	40.83	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$4.7M	+16773%	101k	46.19	View chart
Enterprise Products Partners (EPD)	0.3	$4.7M		123k	37.84	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.3	$4.6M	-8%	66k	69.89	View chart
Kla Corp Com New (KLAC)	0.2	$4.3M		3.0k	1472.41	View chart
Caterpillar (CAT)	0.2	$4.2M	-2%	6.0k	708.44	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.2	$4.2M		92k	45.77	View chart
NVIDIA Corporation (NVDA)	0.2	$4.1M		24k	174.41	View chart
Procter & Gamble Company (PG)	0.2	$4.1M	-3%	29k	144.44	View chart
Wal-Mart Stores (WMT)	0.2	$3.9M	-4%	31k	124.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.6M		18k	196.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.6M		17k	217.25	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.5M		23k	151.41	View chart
Chevron Corporation (CVX)	0.2	$3.5M		17k	206.90	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.0M		9.5k	318.08	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$3.0M		65k	45.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.9M	+2%	11k	261.91	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$2.9M	+2%	20k	146.61	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$2.7M		29k	94.56	View chart
International Business Machines (IBM)	0.2	$2.7M		11k	242.39	View chart
Arch Cap Group Ord (ACGL)	0.2	$2.7M		28k	95.99	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.7M	-14%	46k	58.18	View chart
Costco Wholesale Corporation (COST)	0.1	$2.6M		2.6k	996.51	View chart
Pepsi (PEP)	0.1	$2.6M		17k	155.29	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$2.6M	-6%	53k	49.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.6M		26k	97.23	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$2.5M		42k	61.26	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$2.5M		8.6k	295.12	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.5M		37k	68.47	View chart
Goldman Sachs (GS)	0.1	$2.5M		2.9k	845.99	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$2.5M	-2%	54k	45.87	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$2.4M	-5%	51k	47.53	View chart
Merck & Co (MRK)	0.1	$2.3M	+3%	19k	120.39	View chart
Abbvie (ABBV)	0.1	$2.3M	-2%	11k	217.50	View chart
Coca-Cola Company (KO)	0.1	$2.3M	-2%	30k	76.09	View chart
McDonald's Corporation (MCD)	0.1	$2.3M	-2%	7.3k	310.79	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.3M	-2%	24k	93.98	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.2M	+6%	38k	56.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.2M		7.5k	287.17	View chart
PNC Financial Services (PNC)	0.1	$2.1M		10k	208.09	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.1M	-2%	7.2k	294.15	View chart
Home Depot (HD)	0.1	$2.1M	-3%	6.4k	328.87	View chart
Honeywell International (HON)	0.1	$2.1M		9.3k	226.03	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.1M		72k	29.08	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$2.0M		79k	25.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.9M	-11%	4.4k	430.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.9M	-4%	35k	52.78	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.9M		73k	25.64	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$1.8M		23k	79.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.8M	+1737%	25k	74.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.8M	-2%	25k	71.13	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.8M	-3%	35k	50.81	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.8M		57k	30.96	View chart
TJX Companies (TJX)	0.1	$1.7M		11k	159.70	View chart
Wisdomtree Tr True Developed I (DOL)	0.1	$1.7M		26k	67.99	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.7M	NEW	74k	22.91	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.7M	-4%	17k	100.72	View chart
At&t (T)	0.1	$1.7M		58k	28.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.6M		8.4k	191.81	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.6M	+29%	3.9k	407.69	View chart
Cisco Systems (CSCO)	0.1	$1.6M		20k	77.59	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.6M	NEW	17k	94.95	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.6M		34k	45.62	View chart
Visa Com Cl A (V)	0.1	$1.5M	-5%	5.0k	302.25	View chart
Meta Platforms Cl A (META)	0.1	$1.4M	-3%	2.5k	572.23	View chart
Blackrock Muniyield Quality Fund (MQY)	0.1	$1.4M		128k	10.98	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M		10k	138.32	View chart
Invesco Quality Municipal Inc Trust (IQI)	0.1	$1.4M		145k	9.62	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.1	$1.4M		146k	9.51	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.1	$1.4M		145k	9.52	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$1.4M		123k	11.23	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$1.4M		29k	46.91	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$1.4M		119k	11.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.4M	+617%	12k	111.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.4M		4.5k	302.27	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$1.3M		137k	9.77	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$1.3M		21k	62.97	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$1.3M	-14%	35k	36.22	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$1.3M	+76%	17k	73.78	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.3M		2.1k	616.76	View chart
Abbott Laboratories (ABT)	0.1	$1.3M		12k	102.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.2M		17k	75.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.2M	-36%	6.6k	184.29	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$1.2M	-9%	36k	32.95	View chart
Pfizer (PFE)	0.1	$1.2M	-4%	42k	28.08	View chart
Deere & Company (DE)	0.1	$1.1M	-10%	2.0k	563.28	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$1.1M	+4%	2.5k	463.14	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.1M		27k	42.31	View chart
American Electric Power Company (AEP)	0.1	$1.1M		8.4k	131.08	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$1.1M		12k	93.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M		5.6k	191.92	View chart
Micron Technology (MU)	0.1	$1.1M	+147%	3.2k	337.89	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$1.1M	+22%	11k	99.94	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.1M	+11544%	4.4k	239.99	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$1.1M		9.2k	115.24	View chart
Broadcom (AVGO)	0.1	$1.1M	-2%	3.4k	309.52	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.0M		10k	102.25	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.0M	-3%	12k	86.36	View chart
Walt Disney Company (DIS)	0.1	$1.0M	-4%	10k	96.38	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$998k	NEW	20k	50.04	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$958k	+5%	19k	50.95	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$925k	+3%	2.9k	313.84	View chart
Ubs Group SHS (UBS)	0.1	$922k	-8%	24k	39.07	View chart
F.N.B. Corporation (FNB)	0.1	$899k		54k	16.72	View chart
FedEx Corporation (FDX)	0.1	$895k	-2%	2.5k	356.46	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$871k		14k	62.45	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$869k		21k	42.22	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$868k		6.0k	145.93	View chart
Eaton Corp SHS (ETN)	0.0	$843k		2.4k	357.69	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$843k	-77%	10k	83.57	View chart
Bank of America Corporation (BAC)	0.0	$831k	-14%	17k	48.75	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.0	$827k		29k	28.85	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$818k	+146%	16k	51.93	View chart
Boeing Company (BA)	0.0	$812k	-10%	4.1k	199.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$810k		2.4k	337.96	View chart
Northrop Grumman Corporation (NOC)	0.0	$810k		1.2k	682.24	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$806k	+5%	35k	23.22	View chart
Texas Instruments Incorporated (TXN)	0.0	$799k	-4%	4.1k	194.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$793k	-36%	9.0k	88.16	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$779k		9.4k	82.75	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$777k	-8%	11k	69.90	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.0	$761k	NEW	19k	41.06	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$756k		8.5k	88.71	View chart
Raytheon Technologies Corp (RTX)	0.0	$753k	-4%	3.9k	192.88	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.0	$746k	NEW	23k	32.72	View chart
Novartis Sponsored Adr (NVS)	0.0	$745k		4.9k	152.74	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$743k	+6%	16k	48.05	View chart
Duke Energy Corp Com New (DUK)	0.0	$742k	-2%	5.7k	130.93	View chart
Norfolk Southern (NSC)	0.0	$730k		2.5k	286.97	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$728k		20k	35.78	View chart
Philip Morris International (PM)	0.0	$726k	-2%	4.4k	165.43	View chart
Tesla Motors (TSLA)	0.0	$715k		1.9k	371.83	View chart
Ford Motor Company (F)	0.0	$712k		62k	11.54	View chart
Constellation Energy (CEG)	0.0	$693k		2.5k	279.26	View chart
Eli Lilly & Co. (LLY)	0.0	$687k	-2%	747.00	920.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$674k		4.7k	142.44	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$673k	-2%	3.7k	181.42	View chart
Verizon Communications (VZ)	0.0	$670k	-11%	13k	50.20	View chart
Vanguard World Health Car Etf (VHT)	0.0	$670k	-8%	2.5k	272.28	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$667k	-2%	8.1k	81.98	View chart
Valero Energy Corporation (VLO)	0.0	$659k	+307%	2.7k	247.10	View chart
Us Bancorp Com New (USB)	0.0	$641k	-5%	12k	52.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$641k		6.2k	103.37	View chart
Palantir Technologies Cl A (PLTR)	0.0	$622k		4.3k	146.28	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$615k		3.2k	189.59	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$597k	+31%	2.3k	257.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$595k		853.00	697.76	View chart
American Express Company (AXP)	0.0	$594k		2.0k	302.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$583k		7.4k	79.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$577k		2.9k	198.29	View chart
Terawulf (WULF)	0.0	$577k		40k	14.43	View chart
Allstate Corporation (ALL)	0.0	$576k		2.8k	208.17	View chart
Bank of New York Mellon Corporation (BK)	0.0	$570k	+2%	4.8k	118.64	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$547k	-3%	6.7k	81.50	View chart
Netflix (NFLX)	0.0	$528k	-2%	5.5k	96.16	View chart
Nasdaq Omx (NDAQ)	0.0	$518k		6.1k	84.89	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$515k		33k	15.79	View chart
Wells Fargo & Company (WFC)	0.0	$510k		6.4k	79.62	View chart
Citigroup Com New (C)	0.0	$504k		4.4k	113.42	View chart
Lowe's Companies (LOW)	0.0	$502k	-5%	2.1k	236.28	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$495k		33k	15.12	View chart
Astrazeneca Ord (AZN)	0.0	$493k	NEW	2.5k	197.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$487k	-2%	4.2k	115.00	View chart
Comcast Corp Cl A (CMCSA)	0.0	$484k		17k	28.71	View chart
Suncor Energy (SU)	0.0	$483k		7.3k	66.11	View chart
Fifth Third Ban (FITB)	0.0	$482k		10k	46.47	View chart
Nextera Energy (NEE)	0.0	$480k	-21%	5.2k	92.87	View chart
Capital One Financial (COF)	0.0	$479k		2.6k	182.46	View chart
Occidental Petroleum Corporation (OXY)	0.0	$478k	+12%	7.3k	65.01	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$478k	-7%	5.4k	88.48	View chart
Mastercard Incorporated Cl A (MA)	0.0	$465k	-11%	930.00	499.66	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$462k		3.2k	145.74	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$452k		7.5k	60.10	View chart
Medtronic SHS (MDT)	0.0	$447k		5.2k	86.77	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$446k		9.0k	49.40	View chart
Ally Financial (ALLY)	0.0	$443k		11k	39.23	View chart
Old Republic International Corporation (ORI)	0.0	$441k		11k	39.90	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$435k		9.5k	45.89	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$426k		4.8k	88.46	View chart
Morgan Stanley Com New (MS)	0.0	$423k		2.6k	164.57	View chart
Nike CL B (NKE)	0.0	$419k	-2%	7.9k	52.83	View chart
United Parcel Svcs CL B (UPS)	0.0	$416k		4.2k	98.38	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$415k		11k	39.68	View chart
Shell Spon Ads (SHEL)	0.0	$402k	-15%	4.3k	93.00	View chart
General Dynamics Corporation (GD)	0.0	$399k		1.2k	343.21	View chart

Past Filings by Jfs Wealth Advisors

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

Jfs Wealth Advisors 2026 Q1 filed April 21, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z