JFS WEALTH ADVISORS, LLC
JFS WEALTH ADVISORS, LLC reported 2,253 positions worth $2.01B as of June 30, 2026 (13F filed July 10, 2026). Largest holding: DFAC (10.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $200.3M | 9.99% | 4,515,601 | — | — | |
| ▸ 2 | DFAX | SH | $137.9M | 6.88% | 3,743,466 | — | — | |
| ▸ 3 | DFUS | SH | $109.3M | 5.45% | 1,333,612 | — | — | |
| ▸ 4 | IWB | SH | $80.4M | 4.01% | 196,255 | — | — | |
| ▸ 5 | AGG | SH | $73.4M | 3.66% | 741,875 | — | — | |
| ▸ 6 | IVV | SH | $69.4M | 3.46% | 92,723 | — | — | |
| ▸ 7 | IJH | SH | $55.8M | 2.78% | 724,208 | — | — | |
| ▸ 8 | BRK-B | SH | $51.6M | 2.57% | 103,121 | — | — | |
| ▸ 9 | IJR | SH | $46.9M | 2.34% | 315,972 | — | — | |
| ▸ 10 | DFAI | SH | $44.0M | 2.20% | 1,067,709 | — | — |
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Frequently Asked Questions
What stocks does JFS WEALTH ADVISORS, LLC hold as of Q2 2026?
JFS WEALTH ADVISORS, LLC reported 2253 positions worth $2.01B in its Q2 2026 13F filing. Largest positions: DFAC (10.0%), DFAX (6.9%), DFUS (5.4%), IWB (4.0%) and AGG (3.7%).
What did JFS WEALTH ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JFS WEALTH ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.