Institutions / Jfs Wealth Advisors, LLC
Jfs Wealth Advisors, LLC
CIK 1568068 · Institution · as of Dec 31, 2025
Portfolio value
$1.78B
Positions
1,918
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,918 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $147.52M | 8.3% |
| Dimensional ETF Trust | $124.04M | 7.0% |
| Dimensional ETF Trust | $103.27M | 5.8% |
| iShares Tr | $75.60M | 4.3% |
| iShares Tr | $66.24M | 3.7% |
| iShares Tr | $56.29M | 3.2% |
| Warren E. Buffett | $53.39M | 3.0% |
| iShares Tr | $46.90M | 2.6% |
| iShares Tr | $40.90M | 2.3% |
| Vanguard Mun Bd Fds | $39.69M | 2.2% |
| Dimensional ETF Trust | $38.59M | 2.2% |
| iShares Tr | $38.27M | 2.2% |
| iShares Tr | $38.11M | 2.1% |
| Vanguard Tax-Managed Fds | $32.10M | 1.8% |
| iShares Tr | $29.62M | 1.7% |
| Apple Inc. | $27.19M | 1.5% |
| iShares Tr | $26.01M | 1.5% |
| Dimensional ETF Trust | $22.03M | 1.2% |
| Dimensional ETF Trust | $21.90M | 1.2% |
| iShares Inc | $21.77M | 1.2% |
| Vanguard Bd Index Fds | $19.29M | 1.1% |
| iShares Tr | $17.10M | 1.0% |
| Vanguard Index Fds | $16.38M | 0.9% |
| J P Morgan Exchange Traded F | $16.28M | 0.9% |
| Dimensional ETF Trust | $15.16M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.