JSF Financial, LLC
CIK 1802224
13F filing for Q2 2026・No. 3,392
- Holdings
- US$632.16M
- Quarter change
- +US$122.08M
- Entries
- 142
- Net bought (estimate)
- +US$49.21M
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 28
- Sold out 13
- Cut 42
- Added 63
- Corporate actions 0
- Unchanged 8
Largest holdings
141 stocks worth US$620.96M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 129,530 | US$97M | 15.62% |
| CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | Added | 1,439,179 | US$67.93M | 10.94% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 714,806 | US$63.76M | 10.27% |
| FIRST TR EXCHANGE TRADED FDSMID RISNG ETF | Cut | 886,168 | US$38.23M | 6.16% |
| ISHARES TRRUS TP200 GR ETF | Added | 90,402 | US$26.27M | 4.23% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Added | 269,566 | US$26.01M | 4.19% |
| ISHARES TRRUS TP200 VL ETF | Cut | 239,472 | US$25.18M | 4.06% |
| AAPLAppleCOM | Cut | 82,497 | US$23.87M | 3.84% |
| ISHARES GOLD TRISHARES NEW | Added | 244,608 | US$18.47M | 2.97% |
| QQQInvesco QQQUNIT SER 1 | Cut | 23,361 | US$17.2M | 2.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.