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 301–350 of 1,918
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | 395 | $100K–$500K | SH |
| CRM | SALESFORCE INC | 860 | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| MTB | M & T BK CORP | 1K | $100K–$500K | SH |
| UGI | UGI CORP NEW | 6K | $100K–$500K | SH |
| ESGU | ISHARES TR | 1K | $100K–$500K | SH |
| EAGG | ISHARES TR | 5K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 453 | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 4K | $100K–$500K | SH |
| DSI | ISHARES TR | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 2K | $100K–$500K | SH |
| DFSU | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| PEO | ADAM NAT RES FD INC | 9K | $100K–$500K | SH |
| AOM | ISHARES TR | 4K | $100K–$500K | SH |
| VTES | VANGUARD WELLINGTON FD | 2K | $100K–$500K | SH |
| FAS | DIREXION SHS ETF TR | 1K | $100K–$500K | SH |
| SHYM | BLACKROCK ETF TRUST II | 9K | $100K–$500K | SH |
| EFG | ISHARES TR | 2K | $100K–$500K | SH |
| GSK | GSK PLC | 4K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 4K | $100K–$500K | SH |
| DDOG | DATADOG INC | 1K | $100K–$500K | SH |
| TGT | TARGET CORP | 2K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 1K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 1K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 1K | $100K–$500K | SH |
| DFIP | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 584 | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| DGRO | ISHARES TR | 2K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 964 | $100K–$500K | SH |
| EQT | EQT CORP | 3K | $100K–$500K | SH |
| DFSB | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 246 | $100K–$500K | SH |
| ERIE | ERIE INDTY CO | 561 | $100K–$500K | SH |
| ATI | ATI INC | 1K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 403 | $100K–$500K | SH |
| COHR | COHERENT CORP | 831 | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 173 | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 1K | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 5K | $100K–$500K | SH |