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Portfolio (Quarterly) Guide ↗

JFS WEALTH ADVISORS, LLC

· CIK 0001568068
13F Portfolio $2.0B AUM 2,257 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2253 New
Page 10 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GGOV BLACKROCK ETF TRUST II 17,735.0 $892K 0.04% NEW $50.29 -0.5%
182 BA BOEING CO Industrials 4,058.0 $879K 0.04% NEW $216.49 +3.0%
183 ALLW SSGA ACTIVE TR 29,781.0 $872K 0.04% NEW $29.27 +1.7%
184 IDEV ISHARES TR 9,783.0 $871K 0.04% NEW $89.01 +3.7%
185 PXF INVESCO EXCH TRADED FD TR II 11,450.0 $866K 0.04% NEW $75.64 +3.7%
186 F FORD MTR CO Consumer Cyclical 61,920.0 $861K 0.04% NEW $13.90 +0.3%
187 DFEV DIMENSIONAL ETF TRUST 20,046.0 $855K 0.04% NEW $42.67 -3.5%
188 BLACKROCK ETF TRUST 26,795.0 $852K 0.04% NEW $31.78
189 BLACKROCK ETF TRUST 22,670.0 $830K 0.04% NEW $36.60
190 VNQ VANGUARD INDEX FDS 8,600.0 $829K 0.04% NEW $96.43 +1.2%
191 EFV ISHARES TR 10,784.0 $825K 0.04% NEW $76.55 +6.1%
192 PM PHILIP MORRIS INTL INC Consumer Defensive 4,455.0 $806K 0.04% NEW $181.03 +3.7%
193 NSC NORFOLK SOUTHN CORP Industrials 2,562.0 $806K 0.04% NEW $314.62 +7.8%
194 VHT VANGUARD WORLD FD 2,684.0 $802K 0.04% NEW $298.97 +6.6%
195 SCHZ SCHWAB STRATEGIC TR 34,453.0 $797K 0.04% NEW $23.13 -1.6%
196 TSLA TESLA INC Consumer Cyclical 1,862.0 $783K 0.04% NEW $420.49 -19.9%
197 VCIT VANGUARD SCOTTSDALE FDS 9,451.0 $781K 0.04% NEW $82.65 -1.9%
198 VGT VANGUARD WORLD FD 6,520.0 $779K 0.04% NEW $119.52 +0.2%
199 NVS NOVARTIS AG Healthcare 4,893.0 $767K 0.04% NEW $156.71 -1.3%
200 DUK DUKE ENERGY CORP NEW Utilities 5,928.0 $750K 0.04% NEW $126.57 -2.0%
Page 10 of 113  ·  2,253 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.4%
Technology 26.1%
Communication Services 9.8%
Healthcare 8.0%
Industrials 7.6%
Consumer Defensive 6.7%
Consumer Cyclical 6.4%
Energy 5.9%
Utilities 1.8%
Basic Materials 0.9%