Jfs Wealth Advisors
$1.8B Assets Reported
1,963 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 4,046,394 | $157M | 8.8% |
| DFAX | DIMENSIONAL ETF TRUST | 3,737,287 | $127M | 7.1% |
| DFUS | DIMENSIONAL ETF TRUST | 1,357,480 | $96M | 5.4% |
| IWB | ISHARES TR | 199,371 | $71M | 4.0% |
| AGG | ISHARES TR | 700,628 | $70M | 3.9% |
| IVV | ISHARES TR | 88,570 | $58M | 3.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 104,445 | $50M | 2.8% |
| IJH | ISHARES TR | 713,381 | $48M | 2.7% |
| MUB | ISHARES TR | 385,993 | $41M | 2.3% |
| VTEB | VANGUARD MUN BD FDS | 811,204 | $40M | 2.3% |
Track Jfs Wealth Advisors's 13F portfolio: $1.8B in reported holdings, 1,963 positions. Top holdings, AUM, and quarterly changes on SentiSense.