JFS WEALTH ADVISORS, LLC
CIK: 0001568068SEC EDGAR →
Portfolio Value
$1.8B
Holdings
1,918
As of
Q4 2025
New Positions
88
Closed Positions
56
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,726,135 | $147.5M | 8.31% |
| 2 | DIMENSIONAL ETF TRUST | 3,789,938 | $124.0M | 6.99% |
| 3 | DIMENSIONAL ETF TRUST | 1,392,318 | $103.3M | 5.82% |
| 4 | ISHARES TR | 202,434 | $75.6M | 4.26% |
| 5 | ISHARES TR | 663,243 | $66.2M | 3.73% |
| 6 | ISHARES TR | 82,180 | $56.3M | 3.17% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 106,227 | $53.4M | 3.01% |
| 8 | ISHARES TR | 710,578 | $46.9M | 2.64% |
| 9 | ISHARES TR | 381,852 | $40.9M | 2.30% |
| 10 | VANGUARD MUN BD FDS | 789,163 | $39.7M | 2.24% |
Quarterly Changes
Top Buys
New Positions (91)
$151K · 2K shares
$120K · 2K shares
$112K · 407 shares
$111K · 4K shares
$102K · 3K shares
$100K · 2K shares
$98K · 1K shares
$69K · 1K shares
$51K · 2K shares
$48K · 736 shares
$47K · 1K shares
$36K · 515 shares
$26K · 605 shares
$21K · 496 shares
$20K · 800 shares
$20K · 2K shares
$18K · 1K shares
$14K · 96 shares
$14K · 115 shares
$12K · 5K shares
$9K · 110 shares
$9K · 38 shares
$8K · 72 shares
$4K · 150 shares
$4K · 46 shares
$3K · 69 shares
$3K · 110 shares
$3K · 233 shares
$2K · 91 shares
$2K · 46 shares
$2K · 11 shares
$2K · 37 shares
$2K · 15 shares
$2K · 92 shares
$2K · 53 shares
$2K · 78 shares
$1K · 168 shares
$1K · 6 shares
$1K · 27 shares
$1K · 27 shares
$1K · 11 shares
$1K · 57 shares
$1K · 122 shares
$1K · 40 shares
$1K · 36 shares
$1K · 294 shares
$1K · 14 shares
$1K · 10 shares
$0 · 6 shares
$0 · 8 shares
$0 · 1 shares
$0 · 9 shares
$0 · 3 shares
$0 · 6K shares
$0 · 40 shares
$0 · 1 shares
$0 · 33 shares
$0 · 31 shares
$0 · 6 shares
$0 · 37 shares
$0 · 14 shares
$0 · 66 shares
$0 · 15 shares
$0 · 8 shares
$0 · 2 shares
$0 · 23 shares
$0 · 3 shares
$0 · 4 shares
$0 · 1 shares
$0 · 7 shares
$0 · 116 shares
$0 · 8 shares
$0 · 94 shares
$0 · 11 shares
$0 · 2 shares
$0 · 4 shares
$0 · 213 shares
$0 · 9 shares
$0 · 1 shares
CENTRAIS ELET BRAS SA
$0 · 64 shares
$0 · 20 shares
$0 · 19 shares
$0 · 8 shares
$0 · 10 shares
$0 · 17 shares
$0 · 35 shares
$0 · 14 shares
$0 · 57 shares
$0 · 11 shares
$0 · 3 shares
$0 · 9 shares
Closed Positions (74)
$278K · 6K shares
$87K · 6K shares
$81K · 2K shares
$63K · 1K shares
$61K · 3K shares
$49K · 828 shares
$49K · 1K shares
$39K · 1K shares
$39K · 2K shares
$38K · 2K shares
$38K · 1K shares
$30K · 1K shares
$25K · 400 shares
$23K · 2K shares
$18K · 815 shares
$18K · 500 shares
$15K · 177 shares
$12K · 2K shares
$11K · 38 shares
$11K · 500 shares
$8K · 200 shares
$7K · 300 shares
$7K · 672 shares
$6K · 223 shares
$5K · 115 shares
$4K · 200 shares
$4K · 41 shares
$3K · 34 shares
$3K · 37 shares
$3K · 29 shares
$3K · 103 shares
$3K · 157 shares
$2K · 50 shares
$2K · 1 shares
$2K · 1K shares
$2K · 30 shares
$2K · 64 shares
$2K · 44 shares
$2K · 68 shares
$2K · 200 shares
$2K · 17 shares
$2K · 23 shares
$1K · 49 shares
$1K · 240 shares
$1K · 250 shares
$1K · 27 shares
$966 · 24 shares
$922 · 94 shares
$901 · 60 shares
$745 · 48 shares
$711 · 27 shares
$670 · 32 shares
$661 · 7 shares
$644 · 2 shares
$515 · 78 shares
$487 · 6 shares
$357 · 9 shares
$334 · 170 shares
$331 · 12 shares
$330 · 7 shares
$310 · 162 shares
$210 · 3 shares
$204 · 3 shares
$130 · 2 shares
$71 · 3 shares
$58 · 8 shares
$51 · 1 shares
$48 · 1 shares
$34 · 1 shares
$33 · 2 shares
$20 · 2 shares
$19 · 1 shares
$5 · 1 shares
$1 · 0 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 566 | $1.5B | 82.7% |
| Unknown | 124 | $120.3M | 6.8% |
| Technology | 238 | $69.0M | 3.9% |
| Communication Services | 75 | $24.8M | 1.4% |
| Healthcare | 145 | $19.1M | 1.1% |
| Consumer Cyclical | 190 | $18.2M | 1.0% |
| Industrials | 239 | $17.7M | 1.0% |
| Consumer Defensive | 72 | $17.0M | 1.0% |
| Energy | 95 | $14.0M | 0.8% |
| Utilities | 61 | $4.8M | 0.3% |
| Basic Materials | 83 | $2.2M | 0.1% |
| Real Estate | 30 | $631K | 0.0% |