Jfs Wealth Advisors, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.74 Billion distributed in 1922 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 $144M, Dimensional ETF Tr with a value of $121M, Dimensional ETF Tr U S Equity with a value of $102M, Ishares Tr Russell 1000 ETF with a value of $74.5M, and Ishares Core U.S. Aggregate Bo with a value of $66.3M.
Examining the 13F form we can see an increase of $46.8M in the current position value, from $1.69B to 1.74B.
Below you can find more details about Jfs Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.74 Billion
ETFs: $1.33 Billion
Financial Services: $109 Million
Technology: $63.7 Million
Communication Services: $23.1 Million
Healthcare: $19.3 Million
Consumer Cyclical: $17.9 Million
Consumer Defensive: $17.7 Million
Industrials: $17.5 Million
Other: $22 Million
Stock Holdings Table Market Cap. of $200 Billions or more
