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 101–150 of 1,918
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 10K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| KO | COCA COLA CO | 31K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 73K | $1M+ | SH |
| GLD | SPDR GOLD TR | 5K | $1M+ | SH |
| REET | ISHARES TR | 79K | $1M+ | SH |
| EEM | ISHARES TR | 36K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 72K | $1M+ | SH |
| MRK | MERCK & CO INC | 18K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 23K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 9K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 37K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 41K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 26K | $1M+ | SH |
| TLH | ISHARES TR | 17K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 57K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 36K | $1M+ | SH |
| TJX | TJX COS INC NEW | 11K | $1M+ | SH |
| DOL | WISDOMTREE TR | 25K | $1M+ | SH |
| QUAL | ISHARES TR | 8K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 21K | $1M+ | SH |
| CSCO | CISCO SYS INC | 21K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 41K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 34K | $1M+ | SH |
| ABT | ABBOTT LABS | 12K | $1M+ | SH |
| T | AT&T INC | 58K | $1M+ | SH |
| MQY | BLACKROCK MUNIYILD QULT FD I | 128K | $1M+ | SH |
| IQI | INVESCO QUALITY MUN INCOME T | 145K | $1M+ | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 123K | $1M+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 119K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 10K | $1M+ | SH |
| VKQ | INVESCO MUNICIPAL TRUST | 145K | $1M+ | SH |
| HYDB | ISHARES TR | 30K | $1M+ | SH |
| VMO | INVESCO MUN OPPORTUNITY TR | 146K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 30K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 3K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 5K | $1M+ | SH |
| EIM | EATON VANCE MUN BD FD | 138K | $1M+ | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 21K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 40K | $1M+ | SH |
| DIS | DISNEY WALT CO | 11K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 17K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| UBS | UBS GROUP AG | 26K | $1M+ | SH |