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 201–250 of 1,918
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BX | BLACKSTONE INC | 4K | $500K+ | SH |
| SHV | ISHARES TR | 6K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 8K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 3K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 853 | $500K+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| LRGF | ISHARES TR | 9K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 15K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| NDAQ | NASDAQ INC | 6K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| INTU | INTUIT | 890 | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 7K | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 33K | $500K+ | SH |
| DLS | WISDOMTREE TR | 7K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 5K | $500K+ | SH |
| LOW | LOWES COS INC | 2K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 7K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| USMV | ISHARES TR | 6K | $500K+ | SH |
| AOA | ISHARES TR | 6K | $500K+ | SH |
| C | CITIGROUP INC | 4K | $500K+ | SH |
| NKE | NIKE INC | 8K | $500K+ | SH |
| ALLY | ALLY FINL INC | 11K | $500K+ | SH |
| ORI | OLD REP INTL CORP | 11K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 5K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW | 4K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 17K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 10K | $100K–$500K | SH |
| TCAF | T ROWE PRICE ETF INC | 13K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 5K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 3K | $100K–$500K | SH |
| WULF | TERAWULF INC | 40K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 5K | $100K–$500K | SH |
| BSM | BLACK STONE MINERALS L P | 33K | $100K–$500K | SH |
| DBEF | DBX ETF TR | 9K | $100K–$500K | SH |
| DGS | WISDOMTREE TR | 8K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 4K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 10K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| IVLU | ISHARES TR | 10K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| SHEL | SHELL PLC | 5K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |