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JFS WEALTH ADVISORS, LLC
Updated 2 days agoManaged by Jfs Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$2B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.7B |
| Q4 2025 | $1.8B |
| Q1 2026 | $1.8B |
| Q2 2026 | $2B |
| Q3 2026 | $2B |
Top holdings
2,188 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $204.5M | 4.60M | 10.32% | — |
| 2 | $137.1M | 3.70M | 6.92% | — | |
| 3 | $109.8M | 1.32M | 5.55% | — | |
| 4 | $79.6M | 191.3K | 4.02% | — | |
| 5 | $71.1M | 751.8K | 3.59% | — | |
| 6 | $70.2M | 91.7K | 3.55% | — | |
| 7 | $51.5M | 716.4K | 2.60% | — | |
| 8 | $50.5M | 101.4K | 2.55% | — | |
| 9 | $44.1M | 1.06M | 2.23% | — | |
| 10 | $42.5M | 312.3K | 2.15% | — | |
| 11 | $41.4M | 409.3K | 2.09% | — | |
| 12 | $38.8M | 310.0K | 1.96% | — | |
| 13 | $38.8M | 818.5K | 1.96% | — | |
| 14 | $36.1M | 511.1K | 1.82% | — | |
| 15 | $33.5M | 345.5K | 1.69% | — | |
| 16 | $32.6M | 97.8K | 1.64% | — | |
| 17 | $27.9M | 122.2K | 1.41% | — | |
| 18 | $26.9M | 714.1K | 1.36% | — | |
| 19 | $26.5M | 674.4K | 1.34% | — | |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $25.7M | 489.9K | 1.30% | — |