Jfs Wealth Advisors, LLC Portfolio Holdings
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 2025
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.
Portfolio value
$1.56 Billion
ETFs: $1.19 Billion
Financial Services: $102 Million
Technology: $55.3 Million
Consumer Defensive: $17.9 Million
Communication Services: $17.1 Million
Healthcare: $15.9 Million
Consumer Cyclical: $15.8 Million
Industrials: $15.1 Million
Other: $18.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,868
- Current Value $1.56 Billion
- Prior Value $1.47 Billion
- Filing
- Period Q2 2025
- Filing Date July 24, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 53 stocks
- Additional Purchases 532 stocks
- Sold out of 0 stocks
- Reduced holdings in 853 stocks