Jfs Wealth Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.47 Billion distributed in 1938 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 $109M, Dimensional ETF Tr with a value of $100M, Dimensional ETF Tr U S Equity with a value of $83.9M, Ishares Tr Russell 1000 ETF with a value of $63.7M, and Ishares Core U.S. Aggregate Bo with a value of $58M.
Examining the 13F form we can see an increase of $12.1M in the current position value, from $1.46B to 1.47B.
Below you can find more details about Jfs Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.47 Billion
ETFs: $1.11 Billion
Financial Services: $107 Million
Technology: $51.1 Million
Consumer Defensive: $18.3 Million
Healthcare: $17.2 Million
Communication Services: $15.5 Million
Consumer Cyclical: $15.4 Million
Industrials: $14.2 Million
Other: $20.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
