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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 29.98% of Jfs Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$29M), DFAC (+$21M), DFIC (+$6.6M), KLAC, AGG, IVV, VOOG, DFEM, DFAI, VO.
Started 420 new stock positions in FDXF, KREF, TU, IART, RQI, PTEN, PCN, CLB, IEF, BKD.
Reduced shares in these 10 stocks: BIV, Honeywell International, DFUS, QUAL, IVE, IWB, SUB, IEMG, DFUV, EFV.
Sold out of its positions in Air Lease Corp, AVUS, CTRA, CNNE, Carnival Corporation, CUK, CWEN.A, CIGI, DV, Dupont De Nemours.
Jfs Wealth Advisors was a net buyer of stock by $71M.
Jfs Wealth Advisors has $2.0B in assets under management (AUM), dropping by 12.24%.
Central Index Key (CIK): 0001568068

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Portfolio Holdings for Jfs Wealth Advisors

Jfs Wealth Advisors holds 2253 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Jfs Wealth Advisors has 2253 total positions. Only the first 250 positions are shown.

Sign up to view all of the Jfs Wealth Advisors June 30, 2026 positions
Download the Jfs Wealth Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	10.0	$200M	+11%	4.5M	44.36	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	6.9	$138M		3.7M	36.84	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	5.4	$109M		1.3M	81.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.0	$80M		196k	409.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.7	$73M	+5%	742k	98.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$69M	+4%	93k	748.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.8	$56M		724k	77.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.6	$52M		103k	500.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.3	$47M		316k	148.31	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.2	$44M	+5%	1.1M	41.25	View chart
Ishares Tr National Mun Etf (MUB)	2.1	$42M		388k	107.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.1	$42M		824k	50.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$38M	+293%	309k	124.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$36M		508k	71.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$33M		343k	96.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$28M	-4%	125k	227.06	View chart
Apple (AAPL)	1.4	$28M		98k	289.36	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.4	$28M	+3%	693k	40.21	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.3	$26M	+2%	498k	51.69	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$26M	-4%	309k	82.84	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.3	$25M	+35%	680k	37.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$20M		269k	73.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$19M	-3%	137k	137.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$18M		49k	370.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$17M	+2%	337k	50.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$17M		284k	59.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$15M		20k	746.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$15M		63k	236.62	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$14M		19.00	748850.00	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$14M	+5%	287k	46.94	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.7	$14M	-2%	32k	426.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$13M		53k	242.43	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$13M	+26%	308k	40.64	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$12M		162k	74.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$12M		32k	357.37	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.5	$11M		92k	117.50	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.5	$10M	+2%	57k	178.60	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$9.8M		72k	136.68	View chart
Microsoft Corporation (MSFT)	0.5	$9.4M	-2%	25k	373.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$9.3M	-2%	336k	27.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$8.9M		108k	82.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$8.8M		25k	353.33	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$8.8M	+5%	46k	190.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$8.7M	+14%	13k	686.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$8.5M	-2%	292k	28.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$8.2M		27k	300.45	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$8.2M		52k	158.03	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$7.9M	-13%	75k	106.47	View chart
Johnson & Johnson (JNJ)	0.4	$7.8M		31k	253.97	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$7.7M		159k	48.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$7.3M		10k	736.55	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$7.3M	-13%	132k	55.01	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$7.2M	+2%	29k	246.21	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.4	$7.0M		154k	45.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$7.0M	+4%	81k	85.49	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$6.9M		47k	147.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$6.9M	-2%	203k	33.84	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$6.7M	+5%	132k	50.66	View chart
Caterpillar (CAT)	0.3	$6.2M	-2%	5.8k	1064.88	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$5.9M	+27%	129k	46.15	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$5.6M	+5%	57k	98.20	View chart
Kla Corp Com New (KLAC)	0.3	$5.5M	+520%	18k	301.71	View chart
Amazon (AMZN)	0.3	$5.4M	-4%	23k	238.34	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$5.4M	-9%	149k	36.26	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$5.4M		95k	56.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$5.3M		51k	103.88	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.2	$4.9M	-2%	111k	44.03	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.2	$4.7M	+2%	95k	49.71	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.2	$4.6M	-4%	63k	73.21	View chart
Enterprise Products Partners (EPD)	0.2	$4.5M		123k	36.76	View chart
NVIDIA Corporation (NVDA)	0.2	$4.5M	-6%	22k	200.09	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.2M	-6%	31k	136.72	View chart
Procter & Gamble Company (PG)	0.2	$4.2M		28k	146.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$4.0M		19k	217.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$4.0M		16k	242.99	View chart
Micron Technology (MU)	0.2	$3.9M	+5%	3.3k	1154.19	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.6M		23k	156.30	View chart
Wal-Mart Stores (WMT)	0.2	$3.5M	-2%	31k	113.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.4M		9.3k	365.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.3M		11k	303.12	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$3.3M		65k	50.39	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$3.2M		20k	158.66	View chart
International Business Machines (IBM)	0.2	$3.1M		11k	281.21	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.2	$3.1M	+3%	56k	55.77	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$3.0M	+823%	36k	82.62	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$3.0M	+8%	55k	54.03	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$3.0M	+5%	56k	53.61	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$2.9M		29k	102.25	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$2.9M		8.6k	338.72	View chart
Goldman Sachs (GS)	0.1	$2.9M	-2%	2.9k	1011.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.9M		26k	110.32	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.9M	+9%	42k	68.41	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$2.9M	+100%	35k	82.79	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.8M		37k	76.11	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$2.8M	-11%	41k	68.01	View chart
Arch Cap Group Ord (ACGL)	0.1	$2.7M		28k	97.06	View chart
Chevron Corporation (CVX)	0.1	$2.7M	-2%	17k	165.76	View chart
Abbvie (ABBV)	0.1	$2.6M		11k	251.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.6M		72k	36.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.6M	+326%	32k	80.57	View chart
PNC Financial Services (PNC)	0.1	$2.5M		10k	246.22	View chart
Costco Wholesale Corporation (COST)	0.1	$2.5M		2.6k	935.58	View chart
Merck & Co (MRK)	0.1	$2.4M	-3%	19k	128.56	View chart
Cisco Systems (CSCO)	0.1	$2.4M		20k	117.46	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$2.4M	-55%	31k	76.70	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$2.3M	+4%	44k	53.11	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.3M	-2%	7.0k	327.33	View chart
Pepsi (PEP)	0.1	$2.3M		17k	135.40	View chart
Home Depot (HD)	0.1	$2.2M	-2%	6.3k	352.67	View chart
Coca-Cola Company (KO)	0.1	$2.2M	-9%	27k	81.28	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.2M	-2%	23k	92.27	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$2.1M		57k	36.87	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$2.1M		23k	90.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.1M		72k	29.43	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.1M		25k	82.34	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$2.1M	-6%	74k	27.62	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$2.0M		35k	58.92	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.1	$2.0M	+6%	27k	74.36	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$2.0M		36k	54.02	View chart
McDonald's Corporation (MCD)	0.1	$1.9M		7.2k	270.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.9M	+10%	82k	22.78	View chart
Visa Com Cl A (V)	0.1	$1.8M	+3%	5.2k	343.10	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.7M	+10%	18k	94.52	View chart
TJX Companies (TJX)	0.1	$1.6M		11k	151.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.6M		4.5k	365.71	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.6M		10k	156.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.6M	-3%	4.3k	368.38	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.6M	+100%	9.5k	164.28	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.6M		34k	45.49	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.5M		12k	124.42	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$1.5M		29k	51.78	View chart
Blackrock Muniyield Quality Fund (MQY)	0.1	$1.5M		128k	11.60	View chart
Invesco Quality Municipal Inc Trust (IQI)	0.1	$1.5M		145k	10.12	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.1	$1.5M		146k	10.04	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$1.4M		123k	11.74	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.1	$1.4M		146k	9.87	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$1.4M		119k	12.12	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.4M		2.0k	703.34	View chart
Meta Platforms Cl A (META)	0.1	$1.4M		2.5k	563.18	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.4M		17k	83.75	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$1.4M	-2%	21k	66.33	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$1.4M		138k	9.96	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$1.3M	-30%	25k	52.72	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.3M		6.6k	197.59	View chart
Broadcom (AVGO)	0.1	$1.3M		3.4k	377.76	View chart
Deere & Company (DE)	0.1	$1.3M		2.0k	634.34	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$1.2M		12k	106.31	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M		4.1k	298.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.2M		5.7k	212.77	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$1.2M	-6%	2.3k	522.37	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$1.2M		9.2k	129.02	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.2M	-29%	12k	100.35	View chart
Ubs Group SHS (UBS)	0.1	$1.2M		24k	49.56	View chart
At&t (T)	0.1	$1.2M	-2%	56k	20.70	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.1M		2.9k	393.97	View chart
American Electric Power Company (AEP)	0.1	$1.1M		8.4k	136.81	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.1M		27k	42.41	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.1M		2.4k	477.58	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$1.1M		12k	93.25	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$1.1M		11k	100.97	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	+20%	901.00	1200.07	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.1M	+10%	15k	69.90	View chart
Abbott Laboratories (ABT)	0.1	$1.1M	-3%	12k	90.74	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.1M	-30%	3.1k	342.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.0M	-6%	9.4k	110.15	View chart
Honeywell Aerospace (HONA)	0.1	$1.0M	NEW	4.7k	221.08	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$1.0M	NEW	36k	28.05	View chart
Eaton Corp SHS (ETN)	0.0	$1.0M		2.4k	426.15	View chart
Walt Disney Company (DIS)	0.0	$999k		10k	96.27	View chart
F.N.B. Corporation (FNB)	0.0	$991k	-3%	52k	19.08	View chart
Pfizer (PFE)	0.0	$983k	-2%	41k	24.08	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$970k	+3%	19k	50.37	View chart
Bank of America Corporation (BAC)	0.0	$967k		17k	56.98	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$963k	+238%	24k	40.09	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$952k		19k	51.05	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$944k	+244%	23k	41.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$936k		3.7k	252.23	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.0	$928k	-38%	22k	43.11	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$910k		6.0k	152.17	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.0	$908k	+4%	22k	42.21	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.0	$892k	NEW	18k	50.29	View chart
Boeing Company (BA)	0.0	$879k		4.1k	216.49	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.0	$872k	+3%	30k	29.27	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$871k	-2%	9.8k	89.01	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$866k	+3%	12k	75.64	View chart
Ford Motor Company (F)	0.0	$861k		62k	13.90	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$855k		20k	42.67	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.0	$852k	+17%	27k	31.78	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.0	$830k	NEW	23k	36.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$829k		8.6k	96.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$826k	-55%	11k	76.55	View chart
Philip Morris International (PM)	0.0	$807k		4.5k	181.03	View chart
Norfolk Southern (NSC)	0.0	$806k		2.6k	314.62	View chart
Vanguard World Health Car Etf (VHT)	0.0	$802k	+9%	2.7k	298.97	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$797k		35k	23.13	View chart
Tesla Motors (TSLA)	0.0	$783k	-3%	1.9k	420.49	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$781k		9.5k	82.65	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$779k	+664%	6.5k	119.52	View chart
Novartis Sponsored Adr (NVS)	0.0	$767k		4.9k	156.71	View chart
Duke Energy Corp Com New (DUK)	0.0	$750k	+4%	5.9k	126.57	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$749k	+4%	3.4k	221.22	View chart
FedEx Corporation (FDX)	0.0	$744k	-5%	2.4k	313.30	View chart
Terawulf (WULF)	0.0	$741k	-25%	30k	24.70	View chart
Us Bancorp Com New (USB)	0.0	$738k		12k	60.42	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$736k		15k	48.43	View chart
American Express Company (AXP)	0.0	$725k	+9%	2.1k	338.26	View chart
Raytheon Technologies Corp (RTX)	0.0	$716k	-3%	3.8k	189.73	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$710k		2.3k	306.28	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$700k		6.2k	112.88	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$692k		9.2k	75.51	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$683k		4.7k	144.62	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$668k		8.0k	83.07	View chart
Allstate Corporation (ALL)	0.0	$665k		2.8k	238.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$662k	+245%	21k	31.71	View chart
Citigroup Com New (C)	0.0	$629k		4.5k	139.96	View chart
Constellation Energy (CEG)	0.0	$618k		2.5k	248.39	View chart
Northrop Grumman Corporation (NOC)	0.0	$604k		1.2k	509.31	View chart
Fifth Third Ban (FITB)	0.0	$584k		10k	56.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$582k		7.4k	79.03	View chart
Verizon Communications (VZ)	0.0	$562k		13k	42.34	View chart
Intel Corporation (INTC)	0.0	$545k		3.9k	139.63	View chart
Morgan Stanley Com New (MS)	0.0	$545k		2.6k	209.04	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$536k	-4%	6.4k	83.80	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$526k	+8%	8.1k	64.71	View chart
Capital One Financial (COF)	0.0	$523k		2.6k	200.61	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$522k		3.2k	164.60	View chart
Wells Fargo & Company (WFC)	0.0	$501k	-5%	6.1k	82.64	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$493k		9.0k	54.63	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$493k	+41%	4.1k	118.99	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$483k	-8%	4.9k	97.60	View chart
Nasdaq Omx (NDAQ)	0.0	$482k		6.1k	78.82	View chart
Ally Financial (ALLY)	0.0	$478k	-7%	10k	45.95	View chart
Astrazeneca Ord (AZN)	0.0	$474k		2.5k	189.62	View chart
Lowe's Companies (LOW)	0.0	$469k		2.1k	220.49	View chart
Ge Aerospace Com New (GE)	0.0	$463k		1.2k	373.74	View chart
Mastercard Incorporated Cl A (MA)	0.0	$460k	-3%	896.00	513.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$460k	-75%	2.1k	219.48	View chart
United Parcel Svcs CL B (UPS)	0.0	$460k		4.3k	107.50	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$458k		33k	13.97	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.0	$457k	+25%	10k	44.98	View chart
Old Republic International Corporation (ORI)	0.0	$457k		11k	40.92	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$450k		4.8k	93.38	View chart
Lam Research Corp Com New (LRCX)	0.0	$442k		1.0k	433.42	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$437k		11k	41.82	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$430k		9.5k	45.34	View chart
Nextera Energy (NEE)	0.0	$422k	-6%	4.8k	87.77	View chart
Valero Energy Corporation (VLO)	0.0	$422k	-39%	1.6k	260.48	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.0	$421k		10k	41.10	View chart
Ishares Tr Long Term Muni (LMUB)	0.0	$415k	+81%	8.1k	51.22	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$415k		3.4k	121.43	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 Q2 filed July 10, 2026
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

View all past filings

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