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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 4 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VYMI VANGUARD WHITEHALL FDS 57,125.0 $5.6M 0.28% NEW $98.20 +5.9%
62 KLAC KLA CORP Technology 18,340.0 $5.5M 0.28% NEW $301.71 -35.7%
63 AMZN AMAZON COM INC Consumer Cyclical 22,654.0 $5.4M 0.27% NEW $238.34 +9.4%
64 SCHE SCHWAB STRATEGIC TR 148,818.0 $5.4M 0.27% NEW $36.26 +0.5%
65 DON WISDOMTREE TR 94,973.0 $5.4M 0.27% NEW $56.52 +3.4%
66 EFA ISHARES TR 51,347.0 $5.3M 0.27% NEW $103.88 +3.4%
67 XLRE SELECT SECTOR SPDR TR 111,322.0 $4.9M 0.24% NEW $44.03 +2.0%
68 RWO SPDR INDEX SHS FDS 94,538.0 $4.7M 0.23% NEW $49.71 +1.1%
69 DWM WISDOMTREE TR 63,202.0 $4.6M 0.23% NEW $73.21 +3.8%
70 EPD ENTERPRISE PRODS PARTNERS L Energy 123,018.0 $4.5M 0.23% NEW $36.76 +5.2%
71 NVDA NVIDIA CORPORATION Technology 22,263.0 $4.5M 0.22% NEW $200.09 +10.1%
72 XOM EXXON MOBIL CORP Energy 30,895.0 $4.2M 0.21% NEW $136.72 +20.6%
73 PG PROCTER & GAMBLE CO Consumer Defensive 28,368.0 $4.2M 0.21% NEW $146.64 -2.2%
74 VTV VANGUARD INDEX FDS 18,522.0 $4.0M 0.20% NEW $217.93 +4.0%
75 VBR VANGUARD INDEX FDS 16,425.0 $4.0M 0.20% NEW $242.99 +2.2%
76 MU MICRON TECHNOLOGY INC Technology 3,344.0 $3.9M 0.19% NEW $1154.19 -18.9%
77 DVY ISHARES TR 23,241.0 $3.6M 0.18% NEW $156.30 +5.9%
78 WMT WALMART INC Consumer Defensive 30,535.0 $3.5M 0.17% NEW $113.26 +2.0%
79 OEF ISHARES TR 9,340.0 $3.4M 0.17% NEW $365.86 +3.5%
80 VB VANGUARD INDEX FDS 10,937.0 $3.3M 0.17% NEW $303.12 +0.5%
Page 4 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%