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Portfolio (Quarterly) Guide ↗

JFS WEALTH ADVISORS, LLC

· CIK 0001568068
13F Portfolio $2.0B AUM 2,257 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2253 New
Page 13 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ORI OLD REP INTL CORP Financial Services 11,157.0 $457K 0.02% NEW $40.92 +4.1%
242 VIGI VANGUARD WHITEHALL FDS 4,814.0 $450K 0.02% NEW $93.38 +4.9%
243 LRCX LAM RESEARCH CORP Technology 1,019.0 $442K 0.02% NEW $433.42 -25.0%
244 IVLU ISHARES TR 10,450.0 $437K 0.02% NEW $41.82 +5.1%
245 XLU SELECT SECTOR SPDR TR 9,480.0 $430K 0.02% NEW $45.34 -2.9%
246 NEE NEXTERA ENERGY INC Utilities 4,813.0 $422K 0.02% NEW $87.77 -1.4%
247 VLO VALERO ENERGY CORP Energy 1,618.0 $421K 0.02% NEW $260.48 +34.1%
248 TCAF T ROWE PRICE EXCHANGE-TRADED 10,250.0 $421K 0.02% NEW $41.10 +3.1%
249 LMUB ISHARES TR 8,108.0 $415K 0.02% NEW $51.22 -3.3%
250 TD TORONTO DOMINION BK ONT Financial Services 3,417.0 $415K 0.02% NEW $121.43 +0.2%
251 ICF ISHARES TR 6,118.0 $414K 0.02% NEW $67.63 +1.2%
252 GD GENERAL DYNAMICS CORP Industrials 1,162.0 $412K 0.02% NEW $354.37 +11.1%
253 IWY ISHARES TR 1,380.0 $401K 0.02% NEW $290.62 -1.2%
254 PXH INVESCO EXCH TRADED FD TR II 14,147.0 $394K 0.02% NEW $27.88 +3.1%
255 TRV TRAVELERS COMPANIES INC Financial Services 1,192.0 $394K 0.02% NEW $330.15 +11.2%
256 SU SUNCOR ENERGY INC NEW Energy 7,309.0 $392K 0.02% NEW $53.68 +25.8%
257 CMCSA COMCAST CORP NEW Communication Services 15,781.0 $387K 0.02% NEW $24.55 +6.5%
258 IWX ISHARES TR 3,676.0 $387K 0.02% NEW $105.16 +6.9%
259 NFLX NETFLIX INC. Communication Services 5,389.0 $385K 0.02% NEW $71.40 +9.9%
260 BINC BLACKROCK ETF TRUST II 7,218.0 $378K 0.02% NEW $52.34 -0.7%
Page 13 of 113  ·  2,253 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.4%
Technology 26.1%
Communication Services 9.8%
Healthcare 8.0%
Industrials 7.6%
Consumer Defensive 6.7%
Consumer Cyclical 6.4%
Energy 5.9%
Utilities 1.8%
Basic Materials 0.9%