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
$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%
$0
$1.23 Million 0.28% of portfolio
5,973
Q3 2025 Reduced 7.19%
$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%
$0
$1.02 Million 0.23% of portfolio
10,893
Q3 2025 Reduced 20.61%
$104B
$1.02 Million 0.23% of portfolio
3,474
Q3 2025 Added 5.43%
$0
$1.03 Million 0.23% of portfolio
4,264
Q3 2025 Reduced 2.4%
$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%
$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%
$0
$859,000 0.19% of portfolio
7,019
Q3 2025 Added 0.76%
$346B
$814,000 0.18% of portfolio
5,302
Q3 2025 Reduced 3.12%
$0
$771,000 0.17% of portfolio
13,416
Q3 2025 Reduced 1.47%
$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%
$0
$627,000 0.14% of portfolio
3,084
Q3 2025 Reduced 0.58%
$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%
$268B
$523,000 0.12% of portfolio
3,130
Q3 2025 Reduced 8.75%
$49.1B
$492,000 0.11% of portfolio
411
Q3 2025 Reduced 8.26%
$0
$513,000 0.11% of portfolio
4,641
Q3 2025 Added 0.24%
$73.2B
$459,000 0.1% of portfolio
107
Q1 2025 Reduced 0.93%
$183B
$436,000 0.1% of portfolio
1,548
Q3 2025 Reduced 48.72%
$258B
$396,000 0.09% of portfolio
2,371
Q3 2025 Reduced 4.16%
$303B
$420,000 0.09% of portfolio
2,705
Q3 2025 Added 5.95%
$291B
$416,000 0.09% of portfolio
872
Q3 2025 Reduced 0.91%
$144B
$414,000 0.09% of portfolio
906
Q3 2025 Added 0.22%
$237B
$411,000 0.09% of portfolio
1,737
Q3 2025 Added 0.12%
$45.2B
$359,000 0.08% of portfolio
633
Q4 2023 Reduced 7.32%
$174B
$354,000 0.08% of portfolio
2,388
Q2 2025 New
$103B
$295,000 0.07% of portfolio
2,277
Q3 2025 Added 0.13%
$0
$333,000 0.07% of portfolio
5,570
Q3 2025 Added 3.24%
$0
$308,000 0.07% of portfolio
518
Q1 2025 Added 0.19%
$0
$313,000 0.07% of portfolio
955
Q3 2025 Reduced 24.45%
$0
$311,000 0.07% of portfolio
11,836
Q3 2025 Added 0.29%
$0
$309,000 0.07% of portfolio
947
Q3 2025 Added 8.98%
$98.1B
$251,000 0.06% of portfolio
1,474
Q3 2025 Reduced 7.41%

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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