§ 13F · FUND PROFILE
JFS WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1571.3T (13F)Positions · 1868Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.73M | $147.5T | 8.3% | +8% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 3.79M | $124.0T | 7.0% | +1% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 1.39M | $103.3T | 5.8% | −1% |
| 4 | IWB | ISHARES TR | 202K | $75.6T | 4.3% | ±0% |
| 5 | AGG | ISHARES TR | 663K | $66.2T | 3.7% | +8% |
| 6 | IVV | ISHARES TR | 82K | $56.3T | 3.2% | +9% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 106K | $53.4T | 3.0% | +2% |
| 8 | IJH | ISHARES TR | 711K | $46.9T | 2.6% | +2% |
| 9 | MUB | ISHARES TR | 382K | $40.9T | 2.3% | +2% |
| 10 | VTEB | VANGUARD MUN BD FDS | 789K | $39.7T | 2.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JFS SIGNAL
AC read
JFS WEALTH ADVISORS, LLC is a Other fund managing $1571276.3 trillion in assets. The fund runs a massive portfolio of 1,868 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed