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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 14 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DG DOLLAR GEN CORP Consumer Defensive 3,232.0 $372K 0.02% NEW $115.11 +5.0%
262 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,639.0 $367K 0.02% NEW $224.03 +20.2%
263 AMGN AMGEN INC Healthcare 1,004.0 $364K 0.02% NEW $362.16 +17.4%
264 HDV ISHARES TR 13,239.0 $363K 0.02% NEW $27.41 +7.8%
265 OXY OCCIDENTAL PETE CORP Energy 7,393.0 $359K 0.02% NEW $48.58 +23.1%
266 JEPI J P MORGAN EXCHANGE TRADED F 6,335.0 $358K 0.02% NEW $56.48 +2.4%
267 SCHV SCHWAB STRATEGIC TR 10,208.0 $355K 0.02% NEW $34.81 +0.8%
268 PLTR PALANTIR TECHNOLOGIES INC Technology 3,008.0 $351K 0.02% NEW $116.67 +47.0%
269 ORCL ORACLE CORP Technology 2,393.0 $351K 0.02% NEW $146.56 -2.7%
270 SPYM SPDR SERIES TRUST 3,976.0 $349K 0.02% NEW $87.87 +2.8%
271 EMXC ISHARES INC 3,398.0 $348K 0.02% NEW $102.30 -7.3%
272 UNP UNION PAC CORP Industrials 1,269.0 $345K 0.02% NEW $272.03 +9.8%
273 WM WASTE MGMT INC DEL Industrials 1,548.0 $345K 0.02% NEW $222.84 +0.3%
274 ROK ROCKWELL AUTOMATION INC Industrials 691.0 $342K 0.02% NEW $495.08 -12.4%
275 VV VANGUARD INDEX FDS 975.0 $335K 0.02% NEW $344.00 +2.8%
276 UNH UNITEDHEALTH GROUP INC Healthcare 802.0 $333K 0.02% NEW $415.52 -5.2%
277 VTR VENTAS INC Real Estate 3,729.0 $331K 0.02% NEW $88.80 +2.7%
278 SHM SPDR SERIES TRUST 6,896.0 $331K 0.02% NEW $47.97 -0.6%
279 CRWD CROWDSTRIKE HLDGS INC Technology 431.0 $329K 0.02% NEW $190.79 +11.6%
280 IVOG VANGUARD ADMIRAL FDS INC 2,245.0 $328K 0.02% NEW $146.30 -0.5%
Page 14 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%