Jsf Financial, LLC Portfolio Holdings

Jsf Financial, LLC

  • $447 Million
  • Q3 2025

Jsf Financial, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $447 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $84M, Capital Group Growth ETF Shs C with a value of $38.8M, American Centy ETF Tr Avantis with a value of $29.6M, Ishares Tr Russell 200 Value E with a value of $24.2M, and Apple Inc. with a value of $21.5M.

Examining the 13F form we can see an increase of $29.3M in the current position value, from $418M to 447M.

Below you can find more details about Jsf Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $447 Million
ETFs: $324 Million
Technology: $55.4 Million
Financial Services: $15.8 Million
Communication Services: $13.4 Million
Consumer Cyclical: $10.8 Million
Consumer Defensive: $9.9 Million
Healthcare: $6.72 Million
Industrials: $4.82 Million
Other: $5.85 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.42T
$21.5 Million 4.82% of portfolio
84,616
Q3 2025 Reduced 1.84%
$481B
$9.51 Million 2.13% of portfolio
50,954
Q3 2025 Reduced 4.84%
$3.79T
$8.16 Million 1.83% of portfolio
15,764
Q3 2025 Added 0.84%
$1.74T
$5.84 Million 1.31% of portfolio
24,018
Q3 2025 Added 29.12%
$2.54T
$5.01 Million 1.12% of portfolio
22,826
Q3 2025 Reduced 6.51%
$404B
$4.32 Million 0.97% of portfolio
4,665
Q3 2025 Reduced 1.89%
$647B
$4.21 Million 0.94% of portfolio
8,384
Q3 2025 Reduced 23.06%
$926B
$3.22 Million 0.72% of portfolio
10,210
Q3 2025 Reduced 1.14%
$209B
$2.2 Million 0.49% of portfolio
19,209
Q3 2025 Added 10.94%
$1.78T
$2.14 Million 0.48% of portfolio
8,772
Q3 2025 Reduced 8.27%
$281B
$1.89 Million 0.42% of portfolio
18,350
Q3 2025 Reduced 4.58%
$554B
$1.53 Million 0.34% of portfolio
4,470
Q3 2025 Reduced 2.23%
$383B
$1.36 Million 0.3% of portfolio
3,346
Q3 2025 Reduced 0.89%
$1.39T
$995,000 0.22% of portfolio
2,239
Q3 2025 Reduced 6.4%
$277B
$907,000 0.2% of portfolio
1,140
Q3 2025 Added 0.18%
$939B
$833,000 0.19% of portfolio
1,093
Q3 2025 Reduced 2.06%
$352B
$814,000 0.18% of portfolio
5,302
Q3 2025 Reduced 3.12%
$375B
$656,000 0.15% of portfolio
3,601
Q3 2025 Added 0.47%
$637B
$596,000 0.13% of portfolio
2,122
Q3 2025 Reduced 20.85%
$507B
$547,000 0.12% of portfolio
2,954
Q3 2025 Reduced 1.3%
$262B
$523,000 0.12% of portfolio
3,130
Q3 2025 Reduced 8.75%
$506B
$492,000 0.11% of portfolio
411
Q3 2025 Reduced 8.26%
$263B
$396,000 0.09% of portfolio
2,371
Q3 2025 Reduced 4.16%
$306B
$420,000 0.09% of portfolio
2,705
Q3 2025 Added 5.95%
$300B
$416,000 0.09% of portfolio
872
Q3 2025 Reduced 0.91%
$245B
$411,000 0.09% of portfolio
1,737
Q3 2025 Added 0.12%
$202B
$251,000 0.06% of portfolio
563
Q3 2025 Added 41.81%
$294B
$249,000 0.06% of portfolio
3,646
Q3 2025 Added 0.47%
$340B
$281,000 0.06% of portfolio
936
Q3 2025 Added 0.11%
$499B
$286,000 0.06% of portfolio
2,538
Q3 2025 Reduced 18.55%
$306B
$233,000 0.05% of portfolio
676
Q3 2025 New
$310B
$212,000 0.05% of portfolio
3,203
Q3 2025 Reduced 0.28%
$230B
$220,000 0.05% of portfolio
2,623
Q3 2025 Reduced 31.1%
$226B
$238,000 0.05% of portfolio
784
Q3 2025 Reduced 15.43%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $447 Million
  • Prior Value $418 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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