JSF Financial, LLC
JSF Financial, LLC reported 142 positions worth $632.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: IVV (15.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $97.0M | 15.34% | 129,530 | — | — | |
| ▸ 2 | CGGR | SH | $67.9M | 10.75% | 1,439,179 | — | — | |
| ▸ 3 | AVDE | SH | $63.8M | 10.09% | 714,806 | — | — | |
| ▸ 4 | SDVY | SH | $38.2M | 6.05% | 886,168 | — | — | |
| ▸ 5 | IWY | SH | $26.3M | 4.16% | 90,402 | — | — | |
| ▸ 6 | AVEM | SH | $26.0M | 4.11% | 269,566 | — | — | |
| ▸ 7 | IWX | SH | $25.2M | 3.98% | 239,472 | — | — | |
| ▸ 8 | AAPL | SH | $23.9M | 3.78% | 82,497 | — | — | |
| ▸ 9 | IAU | SH | $18.5M | 2.92% | 244,608 | — | — | |
| ▸ 10 | QQQ | SH | $17.2M | 2.72% | 23,361 | — | — |
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Frequently Asked Questions
What stocks does JSF Financial, LLC hold as of Q2 2026?
JSF Financial, LLC reported 142 positions worth $632.2M in its Q2 2026 13F filing. Largest positions: IVV (15.3%), CGGR (10.7%), AVDE (10.1%), SDVY (6.0%) and IWY (4.2%).
What did JSF Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JSF Financial, 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.