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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 6 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PNC PNC FINL SVCS GROUP INC Financial Services 10,119.0 $2.5M 0.12% NEW $246.22 +3.5%
102 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,636.0 $2.5M 0.12% NEW $935.58 +2.3%
103 MRK MERCK & CO INC Healthcare 18,599.0 $2.4M 0.12% NEW $128.56 +7.2%
104 CSCO CISCO SYS INC Technology 20,316.0 $2.4M 0.12% NEW $117.46 -4.9%
105 BIV VANGUARD BD INDEX FDS 30,731.0 $2.4M 0.12% NEW $76.70 -1.7%
106 XLE SELECT SECTOR SPDR TR 43,549.0 $2.3M 0.12% NEW $53.11 +19.0%
107 JPM JPMORGAN CHASE & CO Financial Services 7,044.0 $2.3M 0.12% NEW $327.33 +10.4%
108 PEP PEPSICO INC Consumer Defensive 16,807.0 $2.3M 0.11% NEW $135.40 +3.0%
109 HD HOME DEPOT INC Consumer Cyclical 6,289.0 $2.2M 0.11% NEW $352.67 -4.1%
110 KO COCA COLA CO Consumer Defensive 27,042.0 $2.2M 0.11% NEW $81.28 +8.6%
111 SCHW SCHWAB CHARLES CORP Financial Services 23,357.0 $2.2M 0.11% NEW $92.27 +20.7%
112 SCHM SCHWAB STRATEGIC TR 57,375.0 $2.1M 0.10% NEW $36.87 -1.2%
113 SPTM SPDR SERIES TRUST 23,263.0 $2.1M 0.10% NEW $90.79 +2.9%
114 SCHX SCHWAB STRATEGIC TR 71,723.0 $2.1M 0.10% NEW $29.43 +3.1%
115 DFAS DIMENSIONAL ETF TRUST 25,332.0 $2.1M 0.10% NEW $82.34 +1.6%
116 REET ISHARES TR 74,354.0 $2.1M 0.10% NEW $27.62 +1.7%
117 PAVE GLOBAL X FDS 34,703.0 $2.0M 0.10% NEW $58.92 -1.9%
118 DOL WISDOMTREE TR 27,160.0 $2.0M 0.10% NEW $74.36 +2.8%
119 DFIV DIMENSIONAL ETF TRUST 36,131.0 $2.0M 0.10% NEW $54.02 +7.4%
120 MCD MCDONALDS CORP Consumer Cyclical 7,173.0 $1.9M 0.10% NEW $270.30 -1.0%
Page 6 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%