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 151–200 of 1,918
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 14K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $1M+ | SH |
| SHYG | ISHARES TR | 26K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 20K | $1M+ | SH |
| PFE | PFIZER INC | 44K | $1M+ | SH |
| EQWL | INVESCO EXCHANGE TRADED FD T | 9K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 6K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 12K | $1M+ | SH |
| DE | DEERE & CO | 2K | $1M+ | SH |
| IUSV | ISHARES TR | 10K | $1M+ | SH |
| DTD | WISDOMTREE TR | 12K | $1M+ | SH |
| BA | BOEING CO | 5K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 8K | $500K+ | SH |
| IWO | ISHARES TR | 3K | $500K+ | SH |
| FNB | F N B CORP | 54K | $500K+ | SH |
| FLOT | ISHARES TR | 18K | $500K+ | SH |
| VTEI | VANGUARD MUN BD FDS | 9K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 21K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 14K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 6K | $500K+ | SH |
| LLY | ELI LILLY & CO | 766 | $500K+ | SH |
| F | FORD MTR CO | 61K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| PXF | INVESCO EXCH TRADED FD TR II | 12K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| ALLW | SSGA ACTIVE TR | 29K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 3K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 33K | $500K+ | SH |
| IYW | ISHARES TR | 4K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 9K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 4K | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |
| FDX | FEDEX CORP | 3K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 3K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 5K | $500K+ | SH |
| DFAW | DIMENSIONAL ETF TRUST | 10K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 15K | $500K+ | SH |
| USB | US BANCORP DEL | 13K | $500K+ | SH |
| ITA | ISHARES TR | 3K | $500K+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| NVS | NOVARTIS AG | 5K | $500K+ | SH |