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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 3 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHY ISHARES TR 108,034.0 $8.9M 0.44% NEW $82.11 -0.1%
42 GOOG ALPHABET INC Communication Services 24,863.0 $8.8M 0.44% NEW $353.33 -3.4%
43 XLK SELECT SECTOR SPDR TR 46,064.0 $8.8M 0.44% NEW $190.52 -0.1%
44 VOO VANGUARD INDEX FDS 12,737.0 $8.7M 0.44% NEW $686.78 +3.4%
45 SCHB SCHWAB STRATEGIC TR 292,101.0 $8.5M 0.42% NEW $28.96 +3.3%
46 IWM ISHARES TR 27,427.0 $8.2M 0.41% NEW $300.45 +1.2%
47 VYM VANGUARD WHITEHALL FDS 51,849.0 $8.2M 0.41% NEW $158.03 +4.8%
48 SUB ISHARES TR 74,471.0 $7.9M 0.40% NEW $106.47 -0.2%
49 JNJ JOHNSON & JOHNSON Healthcare 30,534.0 $7.8M 0.39% NEW $253.97 +3.3%
50 FDL FIRST TR EXCHANGE-TRADED FD 158,678.0 $7.7M 0.39% NEW $48.66 +7.5%
51 QQQ INVESCO QQQ TR Financial Services 9,956.0 $7.3M 0.37% NEW $736.55 -0.9%
52 DFUV DIMENSIONAL ETF TRUST 131,869.0 $7.3M 0.36% NEW $55.01 +4.6%
53 VXF VANGUARD INDEX FDS 29,251.0 $7.2M 0.36% NEW $246.21 +1.5%
54 TFI SPDR SERIES TRUST 153,591.0 $7.0M 0.35% NEW $45.80 -1.9%
55 VXUS VANGUARD STAR FDS 81,432.0 $7.0M 0.35% NEW $85.49 +2.8%
56 IJJ ISHARES TR 46,850.0 $6.9M 0.34% NEW $147.73 +2.1%
57 SCHG SCHWAB STRATEGIC TR 202,784.0 $6.9M 0.34% NEW $33.84 +4.8%
58 JMUB J P MORGAN EXCHANGE TRADED F 132,238.0 $6.7M 0.33% NEW $50.66 -1.7%
59 CAT CATERPILLAR INC Industrials 5,812.0 $6.2M 0.31% NEW $1064.88 -17.2%
60 IUSB ISHARES TR 128,757.0 $5.9M 0.30% NEW $46.15 -1.6%
Page 3 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%