Jfs Wealth Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.69 Billion distributed in 1904 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 $133M, Dimensional ETF Tr with a value of $118M, Dimensional ETF Tr U S Equity with a value of $102M, Ishares Tr Russell 1000 ETF with a value of $74M, and Ishares Core U.S. Aggregate Bo with a value of $61.5M.
Examining the 13F form we can see an increase of $132M in the current position value, from $1.56B to 1.69B.
Also it can be appreciated an additional of 91 stocks purchases and 2 closed positions.
Below you can find more details about Jfs Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.69 Billion
ETFs: $1.29 Billion
Financial Services: $108 Million
Technology: $64.8 Million
Communication Services: $21.5 Million
Healthcare: $18.4 Million
Consumer Defensive: $18.2 Million
Consumer Cyclical: $18.1 Million
Industrials: $16.9 Million
Other: $22.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
