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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 15 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BX BLACKSTONE INC Financial Services 2,782.0 $327K 0.02% NEW $117.65 +19.5%
282 MDT MEDTRONIC PLC Healthcare 4,172.0 $327K 0.02% NEW $78.29 +17.6%
283 SPACE EXPLORATION TECHN CORP 1,900.0 $325K 0.02% NEW $170.86
284 AON AON PLC Financial Services 974.0 $323K 0.02% NEW $331.69 +3.5%
285 NKE NIKE INC Consumer Cyclical 7,819.0 $321K 0.02% NEW $41.06 -2.4%
286 SHW SHERWIN WILLIAMS CO Basic Materials 914.0 $315K 0.02% NEW $344.32 +0.3%
287 RWR SPDR SERIES TRUST 2,776.0 $314K 0.02% NEW $112.96 +0.4%
288 GLW CORNING INC Technology 1,222.0 $312K 0.02% NEW $255.43 -37.4%
289 AMD ADVANCED MICRO DEVICES INC Technology 535.0 $311K 0.01% NEW $580.91 -16.6%
290 EXC EXELON CORP Utilities 6,579.0 $307K 0.01% NEW $46.62 -2.8%
291 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,771.0 $304K 0.01% NEW $109.79 -1.9%
292 VGIT VANGUARD SCOTTSDALE FDS 5,148.0 $304K 0.01% NEW $58.98 -1.0%
293 SPYV SPDR SERIES TRUST 4,875.0 $296K 0.01% NEW $60.79 +4.3%
294 PPG PPG INDS INC Basic Materials 2,440.0 $296K 0.01% NEW $121.29 -7.0%
295 AMAT APPLIED MATLS INC Technology 409.0 $296K 0.01% NEW $723.00 -28.9%
296 SUSA ISHARES TR 1,916.0 $296K 0.01% NEW $154.30 +2.5%
297 LMT LOCKHEED MARTIN CORP Industrials 580.0 $295K 0.01% NEW $509.46 +19.2%
298 QCOM QUALCOMM INC Technology 1,595.0 $295K 0.01% NEW $184.78 -13.3%
299 SHEL SHELL PLC Energy 3,790.0 $294K 0.01% NEW $77.54 +18.7%
300 NFG NATIONAL FUEL GAS CO Energy 3,723.0 $289K 0.01% NEW $77.64 +7.4%
Page 15 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%