Jfs Wealth Advisors, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.56 Billion distributed in 1868 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $121M, Dimensional ETF Tr with a value of $111M, Dimensional ETF Tr U S Equity with a value of $94.6M, Ishares Tr Russell 1000 ETF with a value of $70.2M, and Ishares Core U.S. Aggregate Bo with a value of $59M.
Examining the 13F form we can see an increase of $91.2M in the current position value, from $1.47B to 1.56B.
Below you can find more details about Jfs Wealth Advisors, LLC portfolio as well as his latest detailed transactions.