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 51–100 of 1,918
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWM | ISHARES TR | 28K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 31K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 44K | $1M+ | SH |
| IJJ | ISHARES TR | 48K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 121K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 10K | $1M+ | SH |
| AMZN | AMAZON COM INC | 25K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 164K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 69K | $1M+ | SH |
| DON | WISDOMTREE TR | 100K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 124K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 55K | $1M+ | SH |
| DWM | WISDOMTREE TR | 72K | $1M+ | SH |
| EFA | ISHARES TR | 48K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 23K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 30K | $1M+ | SH |
| RWO | SPDR INDEX SHS FDS | 94K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 33K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 123K | $1M+ | SH |
| IDEV | ISHARES TR | 45K | $1M+ | SH |
| WMT | WALMART INC | 33K | $1M+ | SH |
| KLAC | KLA CORP | 3K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| CAT | CATERPILLAR INC | 6K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 11K | $1M+ | SH |
| DVY | ISHARES TR | 23K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 54K | $1M+ | SH |
| OEF | ISHARES TR | 9K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 56K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 19K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 66K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| IYR | ISHARES TR | 29K | $1M+ | SH |
| ACGL | ARCH CAP GROUP LTD | 28K | $1M+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 9K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 17K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 3K | $1M+ | SH |
| IWR | ISHARES TR | 26K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 54K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 55K | $1M+ | SH |
| ACWX | ISHARES TR | 37K | $1M+ | SH |
| ABBV | ABBVIE INC | 11K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 25K | $1M+ | SH |
| PEP | PEPSICO INC | 17K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 31K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 7K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |