§ 13F · FUND PROFILE
JFS WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 1904Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 4.05M | $157M | 8.8% | +9% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 3.74M | $127M | 7.1% | −1% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 1.36M | $96M | 5.4% | −2% |
| 4 | IWB | ISHARES TR | 199K | $71M | 4.0% | −2% |
| 5 | AGG | ISHARES TR | 701K | $70M | 3.9% | +6% |
| 6 | IVV | ISHARES TR | 89K | $58M | 3.2% | +8% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 104K | $50M | 2.8% | −2% |
| 8 | IJH | ISHARES TR | 713K | $48M | 2.7% | ±0% |
| 9 | MUB | ISHARES TR | 386K | $41M | 2.3% | +1% |
| 10 | VTEB | VANGUARD MUN BD FDS | 811K | $40M | 2.3% | +3% |
§ 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 $1.7 billion in assets. The fund runs a massive portfolio of 1,904 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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