Jfs Wealth Advisors, LLC Purchases in Q4 2025

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
275K
+ 7.96%
$37.61 - $39.41 $10.3M - $10.8M
3.73M $144M
DFIC
Dimensional ETF Tr Dimensional

ETFs
210K
+ 91.23%
$32.24 - $33.72 $6.77M - $7.08M
440K $14.7M
XLK
Technology Sector Spdr

ETFs
22.3K
+ 101.83%
$278.39 - $304.13 $6.21M - $6.78M
44.2K $12.7M
IVV
Ishares Core S&P 500 ETF

ETFs
6.58K
+ 8.7%
$656.2 - $690.71 $4.31M - $4.54M
82.2K $55.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
49.5K
+ 8.07%
$99.87 - $101.27 $4.95M - $5.02M
663K $66.3M
JCPB
J P Morgan Exchange Traded Fd

ETFs
86.4K
+ 64.04%
$47.34 - $48.01 $4.09M - $4.15M
221K $10.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
93K
+ 74.64%
$31.28 - $33.46 $2.91M - $3.11M
218K $7.2M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
61K
+ 102.1%
$50.33 - $50.81 $3.07M - $3.1M
121K $6.11M
DFAX
Dimensional ETF Tr
19.5K
+ 0.52%
$30.71 - $32.34 $600K - $631K
3.79M $121M
VEA
Vanguard Ftse Developed Market

ETFs
22.9K
+ 4.66%
$59.18 - $62.09 $1.35M - $1.42M
514K $31.5M
XLE
Energy Sector Spdr

ETFs
18.1K
+ 78.43%
$85.22 - $92.02 $1.54M - $1.66M
41.2K $3.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.93K
+ 1.85%
$475.68 - $513.11 $917K - $989K
106K $54.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17K
+ 5.64%
$114.27 - $121.15 $1.94M - $2.06M
318K $37.2M
DFAI
Dimensional ETF Tr

ETFs
11.6K
+ 1.16%
$35.82 - $37.52 $416K - $435K
1.01M $37.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.1K
+ 2.35%
$49.98 - $50.59 $904K - $915K
789K $39.7M
MUB
Ishares National Muni Bond ETF

ETFs
6.18K
+ 1.64%
$106.36 - $107.61 $657K - $664K
382K $40.8M
DFAE
Dimensional ETF Tr

ETFs
5.06K
+ 0.76%
$30.74 - $33.05 $156K - $167K
672K $21.9M
NVDA
Nvidia Corp

Technology
4.34K
+ 22.83%
$179.83 - $207.04 $780K - $898K
23.3K $4.35M
AMZN
Amazon Com Inc

Consumer Cyclical
1.88K
+ 8.22%
$213.04 - $254.0 $399K - $476K
24.7K $5.8M
IEFA
Ishares Tr

ETFs
2.99K
+ 0.91%
$86.09 - $89.88 $258K - $269K
331K $29.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.1K
+ 3.92%
$52.54 - $55.77 $528K - $561K
267K $14.6M
DFAU
Dimensional ETF Tr

ETFs
13.1K
+ 2.86%
$44.77 - $47.01 $586K - $615K
471K $21.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
860
+ 9.78%
$589.5 - $635.77 $507K - $547K
9.65K $5.83M
XLU
Utilities Sector Spdr

ETFs
4.81K
+ 101.5%
$87.89 - $92.9 $423K - $447K
9.55K $847K
MSFT
Microsoft Corp

Technology
1.13K
+ 4.44%
$496.82 - $542.07 $562K - $614K
26.6K $13.5M
LLY
Eli Lilly & CO

Healthcare
133
+ 21.01%
$799.57 - $1025.28 $106K - $136K
766 $782K
EEM
Ishares Msci Emerging Markets

ETFs
4.19K
+ 13.22%
$51.94 - $56.01 $217K - $234K
35.9K $1.97M
NOW
Service Now, Inc.

Technology
351
+ 153.95%
$835.79 - $946.29 $293K - $332K
579 $483K
XLV
Select Sector Spdr Fund Health

ETFs
77
+ 0.4%
$141.95 - $152.82 $10.9K - $11.8K
19.3K $2.93M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.17K
+ 0.34%
$23.02 - $24.23 $26.8K - $28.3K
346K $8.29M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.4K
+ 2.21%
$63.25 - $66.24 $973K - $1.02M
711K $45.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
827
+ 1.55%
$199.44 - $208.01 $165K - $172K
54.2K $11.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.92K
+ 2.64%
$82.69 - $83.12 $242K - $243K
114K $9.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.68K
+ 2.48%
$72.17 - $75.74 $121K - $127K
69.2K $5.18M
CSCO
Cisco Systems, Inc.

Technology
439
+ 2.18%
$67.46 - $78.0 $29.6K - $34.2K
20.5K $1.6M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
2.76K
+ 12.2%
$61.28 - $64.49 $169K - $178K
25.4K $1.62M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.4K
+ 16.92%
$70.2 - $73.89 $168K - $177K
16.6K $1.21M
XLY
Select Sector Spdr Consumer Di

ETFs
889
+ 100.0%
$228.75 - $242.18 $203K - $215K
1.78K $410K
KLAC
Kla Corp

Technology
27
+ 0.92%
$982.75 - $1235.28 $26.5K - $33.4K
2.97K $3.36M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.71K
+ 1.79%
$43.57 - $45.71 $118K - $124K
154K $6.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
776
+ 1.64%
$92.24 - $96.56 $71.6K - $74.9K
48.2K $4.59M
GLD
Spdr Gold Trust

ETFs
161
+ 3.33%
$354.79 - $403.15 $57.1K - $64.9K
5K $1.88M
AVDE
American Centy ETF Tr Avantis

ETFs
1.85K
New
$77.65 - $81.2 $143K - $150K
1.85K $148K
PEP
Pepsico Inc

Consumer Defensive
139
+ 0.82%
$138.84 - $153.71 $19.3K - $21.4K
17K $2.51M
ABBV
Abb Vie Inc.

Healthcare
484
+ 4.7%
$211.96 - $244.38 $103K - $118K
10.8K $2.52M
QUAL
Ishares Msci Usa Quality Facto

ETFs
636
+ 8.21%
$191.01 - $199.18 $121K - $127K
8.39K $1.63M
MU
Micron Technology Inc

Technology
108
+ 9.18%
$181.6 - $253.3 $19.6K - $27.4K
1.29K $317K
AOA
Ishares Tr Core Aggressive All

ETFs
1.31K
+ 28.84%
$86.51 - $90.12 $113K - $118K
5.85K $519K
META
Meta Platforms, Inc.

Communication Services
608
+ 30.22%
$609.01 - $751.67 $370K - $457K
2.62K $1.6M
Activity Summary
Buys All Purchases 1292 New Holdings 93 Increased Positions 1199 Sells All Sells 279 Reductions 279 Sold out 0 Options Calls 0 Puts 0
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