§ 13F · FUND PROFILE
JSF Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $420.8T (13F)Positions · 128Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36.4T 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 FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 124K | $85.3T | 17.7% | −1% |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 874K | $38.9T | 8.1% | −1% |
| 3 | AVDE | AMERICAN CENTY ETF TR | 372K | $30.6T | 6.3% | −1% |
| 4 | IWX | ISHARES TR | 274K | $25.2T | 5.2% | −1% |
| 5 | AAPL | APPLE INC | 84K | $22.9T | 4.8% | ±0% |
| 6 | STIP | ISHARES TR | 217K | $22.2T | 4.6% | +4% |
| 7 | SDVY | FIRST TR EXCHANGE-TRADED FD | 575K | $22.0T | 4.6% | NEW |
| 8 | IWY | ISHARES TR | 70K | $19.3T | 4.0% | −4% |
| 9 | IAU | ISHARES GOLD TR | 230K | $18.7T | 3.9% | −3% |
| 10 | QQQ | INVESCO QQQ TR | 24K | $15.0T | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JSF SIGNAL
AC read
JSF Financial, LLC is a Other fund managing $420769.7 trillion in assets. The fund runs a portfolio of 128 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