Jsf Financial, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $418 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 $81.9M, Capital Group Growth ETF Shs C with a value of $37.2M, Ishares Tr with a value of $28.8M, Ishares Barclays 0 5 Year Tips with a value of $22.3M, and Ishares Tr Russell 200 Value E with a value of $21.6M.

Examining the 13F form we can see an increase of $41.3M in the current position value, from $376M to 418M.

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

Portfolio value $418 Million
ETFs: $302 Million
Technology: $49.5 Million
Financial Services: $15.3 Million
Communication Services: $11.9 Million
Consumer Defensive: $10.8 Million
Consumer Cyclical: $10.6 Million
Healthcare: $6.89 Million
Industrials: $6.09 Million
Other: $4.35 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $418 Million
  • Prior Value $376 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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