CIK 1568068
JFS WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
1,918
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,918
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 3.7M | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 3.8M | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| IWB | ISHARES TR | 202K | $1M+ | SH |
| AGG | ISHARES TR | 663K | $1M+ | SH |
| IVV | ISHARES TR | 82K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 106K | $1M+ | SH |
| IJH | ISHARES TR | 711K | $1M+ | SH |
| MUB | ISHARES TR | 382K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 789K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| IJR | ISHARES TR | 318K | $1M+ | SH |
| IWF | ISHARES TR | 81K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 514K | $1M+ | SH |
| IEFA | ISHARES TR | 331K | $1M+ | SH |
| AAPL | APPLE INC | 100K | $1M+ | SH |
| IVE | ISHARES TR | 123K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 471K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 672K | $1M+ | SH |
| IEMG | ISHARES INC | 324K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 260K | $1M+ | SH |
| IVW | ISHARES TR | 139K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 49K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 322K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 440K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 267K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 19 | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 64K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 20K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 27K | $1M+ | SH |
| IWV | ISHARES TR | 33K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 164K | $1M+ | SH |
| IWD | ISHARES TR | 54K | $1M+ | SH |
| GOOGL | ALPHABET INC | 34K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 221K | $1M+ | SH |
| SHY | ISHARES TR | 114K | $1M+ | SH |
| IJK | ISHARES TR | 94K | $1M+ | SH |
| SUB | ISHARES TR | 85K | $1M+ | SH |
| IJS | ISHARES TR | 77K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 346K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 57K | $1M+ | SH |
| IJT | ISHARES TR | 56K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 299K | $1M+ | SH |
| GOOG | ALPHABET INC | 25K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 165K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 218K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 154K | $1M+ | SH |
| TFI | SPDR SERIES TRUST | 155K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 210K | $1M+ | SH |