StockDriftsStockDriftsTop 50 Jfs Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 9.99% | 4.52M | $200.3M | +11.60%(+469.21K) | $30.99(+48.57%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.88% | 3.74M | $137.9M | +0.17%(+6.18K) | $25.74(+48.17%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.45% | 1.33M | $109.3M | -1.76%(-23.87K) | $47.44(+78.94%) | 2026-06-30 | |
| IWB | ISHARES TR | 4.01% | 196.3K | $80.4M | -1.56%(-3.12K) | $139.41(+204.71%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.66% | 741.9K | $73.4M | +5.89%(+41.25K) | $105.47(-7.64%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.46% | 92.7K | $69.4M | +4.69%(+4.15K) | $452.04(+72.31%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.78% | 724.2K | $55.8M | +1.52%(+10.83K) | $42.80(+83.51%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.57% | 103.1K | $51.6M | -1.27%(-1.32K) | $188.09(+166.54%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.34% | 316.0K | $46.9M | -0.84%(-2.68K) | $73.97(+102.72%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.2% | 1.07M | $44.0M | +5.36%(+54.27K) | $26.56(+63.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.14% | +48.71% | +7.40% | +42.91% |
| Top 20 Holdings Unweighted | +14.05% | +48.36% | +7.55% | +43.91% |
Jfs Wealth Advisors LLC reports $2.01B in US-listed equity holdings across 2,253 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (10.0%), DFAX (6.9%) and DFUS (5.5%). The top 20 holdings account for 59.64% of reported assets. Its disclosed equity book has returned +48.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jfs Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1568068). View Jfs Wealth Advisors LLC’s 13F filings on SEC