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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$21.5 Million 4.82% of portfolio
84,616
Q3 2025 Reduced 1.84%
$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%
$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%
$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%
$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%
$1.74T
$2.14 Million 0.48% of portfolio
8,772
Q3 2025 Reduced 8.27%
$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%
$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%
$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
$34.1B
$1.24 Million 0.28% of portfolio
7,179
Q3 2025 New
$53.8B
$1.23 Million 0.28% of portfolio
5,255
Q3 2025 Added 1.29%
$27.2B
$1.19 Million 0.27% of portfolio
20,522
Q3 2025 New
$66.3B
$1.22 Million 0.27% of portfolio
5,297
Q3 2025 Added 1.53%
$8.09B
$1.23 Million 0.27% of portfolio
14,769
Q3 2025 Added 2.66%
$1.51B
$1.18 Million 0.26% of portfolio
41,558
Q3 2025 Reduced 10.74%
$29.2B
$1.18 Million 0.26% of portfolio
36,149
Q3 2025 Added 1.69%
$12.7B
$1.14 Million 0.25% of portfolio
12,223
Q3 2025 Added 1.89%
$67.3B
$1.09 Million 0.24% of portfolio
3,904
Q3 2025 New
$72.7B
$1.07 Million 0.24% of portfolio
815
Q3 2025 Added 3.82%
$104B
$1.02 Million 0.23% of portfolio
3,474
Q3 2025 Added 5.43%
$3.99B
$1.05 Million 0.23% of portfolio
11,154
Q3 2025 Added 3.82%
$1.29T
$995,000 0.22% of portfolio
2,239
Q3 2025 Reduced 6.4%
$34.9B
$925,000 0.21% of portfolio
3,886
Q3 2025 Added 7.05%
$14.3B
$876,000 0.2% of portfolio
40,772
Q3 2025 Added 1.49%
$265B
$907,000 0.2% of portfolio
1,140
Q3 2025 Added 0.18%
$79.6B
$895,000 0.2% of portfolio
7,233
Q3 2025 New
$971B
$833,000 0.19% of portfolio
1,093
Q3 2025 Reduced 2.06%
$1.37T
$842,000 0.19% of portfolio
1,147
Q3 2025 Reduced 12.24%
$346B
$814,000 0.18% of portfolio
5,302
Q3 2025 Reduced 3.12%
$342B
$656,000 0.15% of portfolio
3,601
Q3 2025 Added 0.47%
$61.4B
$631,000 0.14% of portfolio
3,101
Q3 2025 Added 3.75%
$181B
$622,000 0.14% of portfolio
22,055
Q3 2025 Reduced 24.57%
$593B
$596,000 0.13% of portfolio
2,122
Q3 2025 Reduced 20.85%
$522B
$547,000 0.12% of portfolio
2,954
Q3 2025 Reduced 1.3%

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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