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CIK: 0001568068
Total reported value
$2.0B
$2.0B
1935 檔
20.6%
According to the latest 13F quarterly dataset, Jfs Wealth Advisors, LLC managed an equity portfolio of $2.0B at the end of Q1 2025, spanning 1935 distinct U.S. exchange-listed positions.
In Q1 2025, Jfs Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1935 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.35% | +1.19% | +3.84% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 6.77% | -0.22% | +0.58% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.68% | +0.06% | -0.95% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.31% | +0.03% | -3.50% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.93% | -0.23% | +4.02% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.82% | -0.23% | -0.61% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.57% | -0.21% | +0.75% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.89% | +0.22% | +6.16% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.76% | +0.08% | -0.05% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.68% | -0.18% | +1.82% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.31% | +0.04% | +3.93% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.19% | +0.12% | +0.90% | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 2.19% | -0.01% | +0.22% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.83% | — | -11.22% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.68% | -0.13% | -1.76% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.62% | -0.09% | +0.94% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.60% | -0.02% | +4.18% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.25% | -0.12% | -0.41% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.18% | +0.12% | +0.31% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.09% | +0.02% | +4.27% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.03% | -0.05% | — | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.00% | -0.08% | +7.93% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.96% | -0.04% | -2.29% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | +0.04% | -5.86% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | +0.02% | -7.04% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.90% | +0.05% | +3.59% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.85% | -0.01% | -1.86% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.84% | -0.07% | -0.65% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.03% | -0.70% | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.74% | — | -0.74% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.74% | — | +5.62% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.59% | — | -0.06% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -0.05% | +5.94% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.56% | +0.01% | -4.87% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.07% | +0.32% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.53% | +0.01% | -0.21% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.02% | +2.43% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.48% | -0.02% | -1.77% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.47% | — | -0.31% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.44% | -0.05% | -11.11% | |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.44% | +0.06% | -4.78% | |
| 42 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.44% | -0.07% | -3.27% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.07% | +4.95% | |
| 44 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.38% | -0.02% | +20.35% | |
| 45 | SUB | Ishares Short-term National | ETF-Other | 0.38% | -0.11% | +5.21% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.37% | — | -3.33% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.03% | +1.67% | |
| 48 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.34% | -0.01% | -2.71% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.34% | -0.01% | +0.75% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.02% | +0.92% |
According to official SEC Form 13F filings, Jfs Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $2.0B across 1935 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFUS) accounted for 20.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFAC
市值: $108.5M
During Q1 2025, Jfs Wealth Advisors, LLC's top holdings by market value included DFAC (7.3%)、DFAX (6.8%)、DFUS (5.7%). The largest single position, DFAC, represented 7.3% of total portfolio value.
In Q1 2025, Jfs Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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