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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$84 Million 18.8% of portfolio
125,533
Q3 2025 Reduced 4.89%
$0
$38.8 Million 8.67% of portfolio
882,565
Q3 2025 Reduced 3.57%
$0
$29.6 Million 6.63% of portfolio
375,742
Q3 2025 New
$0
$24.2 Million 5.43% of portfolio
275,939
Q3 2025 Added 7.4%
$4.3T
$21.5 Million 4.82% of portfolio
84,616
Q3 2025 Reduced 1.84%
$0
$21.5 Million 4.81% of portfolio
207,812
Q3 2025 Reduced 3.97%
$0
$19.9 Million 4.45% of portfolio
72,640
Q3 2025 Reduced 2.29%
$65.3B
$17.2 Million 3.86% of portfolio
236,846
Q3 2025 Added 698.54%
$0
$14.7 Million 3.29% of portfolio
24,454
Q3 2025 Reduced 3.64%
$0
$10.9 Million 2.44% of portfolio
167,262
Q3 2025 Reduced 1.06%
$0
$9.82 Million 2.2% of portfolio
170,686
Q3 2025 Reduced 0.26%
$465B
$9.51 Million 2.13% of portfolio
50,954
Q3 2025 Reduced 4.84%
$3.78T
$8.16 Million 1.83% of portfolio
15,764
Q3 2025 Added 0.84%
$1.65T
$5.84 Million 1.31% of portfolio
24,018
Q3 2025 Added 29.12%
$0
$5.71 Million 1.28% of portfolio
12,183
Q3 2025 Reduced 5.57%
$2.39T
$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%
$0
$4.28 Million 0.96% of portfolio
29,368
Q3 2025 Reduced 9.09%
$0
$4.26 Million 0.95% of portfolio
48,820
Q3 2025 Reduced 85.85%
$662B
$4.21 Million 0.94% of portfolio
8,384
Q3 2025 Reduced 23.06%
$1.71B
$3.83 Million 0.86% of portfolio
319,831
Q4 2024 Reduced 3.03%
$881B
$3.22 Million 0.72% of portfolio
10,210
Q3 2025 Reduced 1.14%
$0
$3.11 Million 0.7% of portfolio
54,531
Q3 2025 Added 8.22%
$0
$3.13 Million 0.7% of portfolio
39,942
Q3 2025 Reduced 3.81%
$0
$2.72 Million 0.61% of portfolio
28,181
Q3 2025 Reduced 0.79%
$0
$2.5 Million 0.56% of portfolio
8,865
Q3 2025 Reduced 4.61%
$0
$2.28 Million 0.51% of portfolio
16,378
Q3 2025 Added 3.2%
$139B
$2.26 Million 0.51% of portfolio
6,842
Q3 2025 Added 98.43%
$193B
$2.2 Million 0.49% of portfolio
19,209
Q3 2025 Added 10.94%
$0
$2.19 Million 0.49% of portfolio
18,427
Q3 2025 Reduced 1.92%
$1.74T
$2.14 Million 0.48% of portfolio
8,772
Q3 2025 Reduced 8.27%
$0
$2.04 Million 0.46% of portfolio
38,286
Q3 2025 Reduced 21.88%
$0
$2.01 Million 0.45% of portfolio
35,138
Q3 2025 Added 8.67%
$0
$1.91 Million 0.43% of portfolio
2,873
Q3 2025 Reduced 0.1%
$279B
$1.89 Million 0.42% of portfolio
18,350
Q3 2025 Reduced 4.58%
$533B
$1.53 Million 0.34% of portfolio
4,470
Q3 2025 Reduced 2.23%
$53.8B
$1.5 Million 0.34% of portfolio
9,547
Q3 2025 Added 1.05%
$20.1B
$1.46 Million 0.33% of portfolio
2,576
Q3 2025 Added 1.18%
$0
$1.49 Million 0.33% of portfolio
6,691
Q3 2025 Added 0.87%
$121B
$1.44 Million 0.32% of portfolio
1,865
Q3 2025 Added 1.19%
$37.2B
$1.43 Million 0.32% of portfolio
2,271
Q3 2025 Added 1.34%
$5.71B
$1.39 Million 0.31% of portfolio
7,345
Q3 2025 Added 1.13%
$367B
$1.36 Million 0.3% of portfolio
3,346
Q3 2025 Reduced 0.89%
$20.5B
$1.33 Million 0.3% of portfolio
17,319
Q3 2025 New
$19.8B
$1.28 Million 0.29% of portfolio
20,260
Q3 2025 Added 1.86%
$0
$1.29 Million 0.29% of portfolio
14,845
Q3 2025 Reduced 49.39%
$17.4B
$1.31 Million 0.29% of portfolio
30,160
Q3 2025 New
$6.2B
$1.27 Million 0.28% of portfolio
11,791
Q3 2025 Added 2.17%
$27.4B
$1.26 Million 0.28% of portfolio
5,124
Q3 2025 New

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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