JFS WEALTH ADVISORS, LLC
CIK 1568068
13F filing for Q2 2026・No. 1,637
- Holdings
- US$2.01B
- Quarter change
- +US$218.66M
- Entries
- 2,257
- Net bought (estimate)
- +US$31.48M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 420
- Sold out 55
- Cut 439
- Added 950
- Corporate actions 0
- Unchanged 444
Largest holdings
2,253 stocks worth US$2.01B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 4,515,601 | US$200.31M | 9.99% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Added | 3,743,466 | US$137.91M | 6.88% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Cut | 1,333,612 | US$109.28M | 5.45% |
| IWBISHARES TRRUS 1000 ETF | Cut | 196,255 | US$80.37M | 4.01% |
| ISHARES TRCORE US AGGBD ET | Added | 741,875 | US$73.43M | 3.66% |
| IVVISHARES TRCORE S&P500 ETF | Added | 92,723 | US$69.44M | 3.46% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 724,208 | US$55.84M | 2.78% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 103,121 | US$51.6M | 2.57% |
| ISHARES TRCORE S&P SCP ETF | Cut | 315,972 | US$46.86M | 2.34% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 1,067,709 | US$44.04M | 2.20% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.