§ 13F · FUND PROFILE
JSF Financial, LLC.
AUM · $632M (13F)Positions · 142Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 130K | $97M | 15.3% | +2% |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 1.44M | $68M | 10.7% | +35% |
| 3 | AVDE | AMERICAN CENTY ETF TR | 715K | $64M | 10.1% | +6% |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | 886K | $38M | 6.0% | −1% |
| 5 | IWY | ISHARES TR | 90K | $26M | 4.2% | +15% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 270K | $26M | 4.1% | +382% |
| 7 | IWX | ISHARES TR | 239K | $25M | 4.0% | −14% |
| 8 | AAPL | APPLE INC | 82K | $24M | 3.8% | ±0% |
| 9 | IAU | ISHARES GOLD TR | 245K | $18M | 2.9% | +14% |
| 10 | QQQ | INVESCO QQQ TR | 23K | $17M | 2.7% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JSF SIGNAL
AC read
JSF Financial, LLC is a Other fund managing $632 million in assets. The fund runs a portfolio of 142 positions.
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