§ 13F · FUND PROFILE
JSF Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $451M (13F)Positions · 128Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M 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 MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 127K | $83M | 16.3% | +2% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 672K | $57M | 11.2% | +81% |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 1.06M | $43M | 8.4% | +22% |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | 892K | $35M | 6.9% | +55% |
| 5 | IWX | ISHARES TR | 280K | $26M | 5.1% | +2% |
| 6 | AAPL | APPLE INC | 83K | $21M | 4.1% | −2% |
| 7 | IWY | ISHARES TR | 79K | $20M | 3.8% | +13% |
| 8 | IAU | ISHARES GOLD TR | 215K | $19M | 3.7% | −6% |
| 9 | STIP | ISHARES TR | 143K | $15M | 2.9% | −34% |
| 10 | QQQ | INVESCO QQQ TR | 24K | $14M | 2.7% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JSF SIGNAL
AC read
JSF Financial, LLC is a Other fund managing $451 million in assets. The fund runs a portfolio of 128 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