JSF Financial, LLC Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$482.4B
Holdings
132
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (132 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SCHXSCHWAB STRATEGIC TR | 11,871 | $319.0M | 0.07% | |
| 102 | CVXCHEVRON CORP NEW | 2,070 | $315.0M | 0.07% | |
| 103 | CGCVCAPITAL GROUP CONSERVATIVE E | 10,215 | $311.0M | 0.06% | |
| 104 | KKRKKR & CO INC | 2,281 | $290.0M | 0.06% | |
| 105 | GEGE AEROSPACE | 937 | $288.0M | 0.06% | |
| 106 | CSCOCISCO SYS INC | 3,736 | $287.0M | 0.06% | |
| 107 | LRCXLAM RESEARCH CORP | 1,673 | $286.0M | 0.06% | |
| 108 | PYLDPIMCO ETF TR | 10,698 | $285.0M | 0.06% | |
| 109 | MDYSPDR S&P MIDCAP 400 ETF TR | 469 | $282.0M | 0.06% | |
| 110 | EAGGISHARES TR | 5,874 | $281.0M | 0.06% | |
| 111 | IVWISHARES TR | 2,192 | $270.0M | 0.06% | |
| 112 | ESGDISHARES TR | 2,767 | $263.0M | 0.05% | |
| 113 | CA8ACACI INTL INC | 488 | $260.0M | 0.05% | |
| 114 | VTVVANGUARD INDEX FDS | 1,337 | $255.0M | 0.05% | |
| 115 | PEPPEPSICO INC | 1,717 | $246.0M | 0.05% | |
| 116 | XLISELECT SECTOR SPDR TR | 1,578 | $244.0M | 0.05% | |
| 117 | IBMINTERNATIONAL BUSINESS MACHS | 817 | $241.0M | 0.05% | |
| 118 | DSIISHARES TR | 1,877 | $241.0M | 0.05% | |
| 119 | RSPINVESCO EXCHANGE TRADED FD T | 1,229 | $235.0M | 0.05% | |
| 120 | ISRGINTUITIVE SURGICAL INC | 412 | $233.0M | 0.05% | |
| 121 | XLESELECT SECTOR SPDR TR | 5,188 | $231.0M | 0.05% | |
| 122 | MCDMCDONALDS CORP | 751 | $229.0M | 0.05% | |
| 123 | BXBLACKSTONE INC | 1,477 | $227.0M | 0.05% | |
| 124 | KOCOCA COLA CO | 3,199 | $223.0M | 0.05% | |
| 125 | VIGVANGUARD SPECIALIZED FUNDS | 1,002 | $220.0M | 0.05% | |
| 126 | IXNISHARES TR | 2,017 | $211.0M | 0.04% | |
| 127 | MOALTRIA GROUP INC | 3,619 | $208.0M | 0.04% | |
| 128 | SCHWSCHWAB CHARLES CORP | 2,018 | $201.0M | 0.04% | |
| 129 | MRKMERCK & CO INC | 1,911 | $201.0M | 0.04% | |
| 130 | BACBANK AMERICA CORP | 3,672 | $201.0M | 0.04% | |
| 131 | KYNKAYNE ANDERSON ENERGY INFRST | 11,167 | $138.0M | 0.03% | |
| 132 | ALXOALX ONCOLOGY HLDGS INC | 17,500 | $19.0M | 0.00% |
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