Jfs Wealth Advisors
$2.0B 13F equity value
2,308 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Jfs Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 4,515,601 | $200M | 10.0% |
| DFAX | DIMENSIONAL ETF TRUST | 3,743,466 | $138M | 6.9% |
| DFUS | DIMENSIONAL ETF TRUST | 1,333,612 | $109M | 5.4% |
| IWB | ISHARES TR | 196,255 | $80M | 4.0% |
| AGG | ISHARES TR | 741,875 | $73M | 3.7% |
| IVV | ISHARES TR | 92,723 | $69M | 3.5% |
| IJH | ISHARES TR | 724,208 | $56M | 2.8% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 103,121 | $52M | 2.6% |
| IJR | ISHARES TR | 315,972 | $47M | 2.3% |
| DFAI | DIMENSIONAL ETF TRUST | 1,067,709 | $44M | 2.2% |
Track Jfs Wealth Advisors's 13F portfolio: $2.0B in reported holdings, 2,308 positions. Top holdings and quarterly changes on SentiSense.
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