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CIK: 0001802224
Total reported value
$632.2M
$632.2M
121 檔
27.8%
According to the latest 13F quarterly dataset, JSF Financial, LLC managed an equity portfolio of $632.2M at the end of Q1 2025, spanning 121 distinct U.S. exchange-listed positions.
In Q1 2025, JSF Financial, LLC displayed an active expansion posture, initiating 121 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.26% | -0.96% | -2.79% | |
| 2 | CGGR | Cap Group Growth Equity | ETF-Other | 8.48% | +2.37% | +3486.13% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 6.31% | -2.90% | EXIT | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.86% | -1.91% | +9.60% | |
| 5 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 5.51% | -1.10% | +2082.25% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.01% | -0.34% | -0.62% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.83% | +0.31% | +41.92% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.89% | +0.03% | +3.64% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.42% | -0.04% | -0.36% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.97% | -0.11% | -41.70% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 1.94% | — | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | -0.14% | -1.09% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | -0.23% | -1.35% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.13% | +3.30% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.26% | -0.05% | -4.14% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.18% | -0.10% | +7.01% | |
| 17 | DV | Doubleverify Holdings Inc | Stock-Other | 1.13% | -0.05% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | -0.08% | -2.14% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.11% | -0.11% | -24.41% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.09% | — | +353.61% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.09% | -0.05% | -20.56% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.01% | -23.46% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.06% | -11.96% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.66% | -0.08% | +28.46% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.64% | -0.07% | -13.95% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.64% | — | -0.26% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.07% | +0.01% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.57% | — | +5.80% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +2.02% | -11.74% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.01% | -62.70% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | -0.14% | +1.64% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | -0.07% | -1.15% | |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.48% | — | +6.30% | |
| 34 | BRZE | Braze Inc-a | Stock-Other | 0.48% | -0.05% | — | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.46% | -0.80% | -12.81% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.03% | -0.73% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.02% | -28.22% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | — | +1.99% | |
| 39 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 0.35% | — | +4.77% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | -0.03% | -93.64% | |
| 41 | BRO | Brown & Brown Inc | Stock-Financials | 0.34% | — | -1.24% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.34% | — | -5.75% | |
| 43 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.33% | -0.27% | EXIT | |
| 44 | RSG | Republic Services Inc | Stock-Industrials | 0.32% | — | +9.10% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.32% | — | +11.40% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.31% | -0.27% | EXIT | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.10% | -8.63% | |
| 48 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.29% | +0.22% | NEW | |
| 49 | LNG | Cheniere Energy Inc | Stock-Energy | 0.29% | — | +2.31% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.29% | — | — |
According to official SEC Form 13F filings, JSF Financial, LLC reported a total U.S. public equity portfolio value of $632.2M across 121 disclosed positions in Q1 2025.
During Q1 2025, JSF Financial, LLC's top holdings by market value included IVV (20.3%)、CGGR (8.5%)、STIP (6.3%). The largest single position, IVV, represented 20.3% of total portfolio value.
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 IVV, CGGR, STIP) accounted for 27.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $76.8M
In Q1 2025, JSF Financial, LLC made 121 total portfolio adjustments, initiating 121 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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