§ 13F · FUND PROFILE
JFS WEALTH ADVISORS, LLC.
AUM · $2.0B (13F)Positions · 2257Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 4.52M | $200M | 10.0% | +12% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 3.74M | $138M | 6.9% | ±0% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 1.33M | $109M | 5.4% | −2% |
| 4 | IWB | ISHARES TR | 196K | $80M | 4.0% | −2% |
| 5 | AGG | ISHARES TR | 742K | $73M | 3.7% | +6% |
| 6 | IVV | ISHARES TR | 93K | $69M | 3.5% | +5% |
| 7 | IJH | ISHARES TR | 724K | $56M | 2.8% | +2% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 103K | $52M | 2.6% | −1% |
| 9 | IJR | ISHARES TR | 316K | $47M | 2.3% | −1% |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 1.07M | $44M | 2.2% | +5% |
§ 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 $2.0 billion in assets. The fund runs a massive portfolio of 2,257 positions.
Read the full dossier →