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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 27 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 LECO LINCOLN ELEC HLDGS INC Industrials 218.0 $58K 0.00% NEW $265.51 +5.3%
522 AMP AMERIPRISE FINL INC Financial Services 126.0 $58K 0.00% NEW $458.76 +22.0%
523 PPL PPL CORP Utilities 1,575.0 $58K 0.00% NEW $36.54 -2.9%
524 GWW WW GRAINGER INC Industrials 42.0 $57K 0.00% NEW $1365.76 -4.3%
525 DHI D R HORTON INC Consumer Cyclical 352.0 $57K 0.00% NEW $162.88 -6.8%
526 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 2,409.0 $57K 0.00% NEW $23.58 +4.2%
527 COHR COHERENT CORP Technology 144.0 $57K 0.00% NEW $394.47 -27.1%
528 NZF NUVEEN MUN CR INCOME FD Financial Services 4,469.0 $57K 0.00% NEW $12.68 -2.7%
529 CCI CROWN CASTLE INC Real Estate 740.0 $56K 0.00% NEW $75.73 -1.4%
530 MDYV SPDR SERIES TRUST 590.0 $56K 0.00% NEW $94.92 +0.8%
531 SLYG SPDR SERIES TRUST 468.0 $56K 0.00% NEW $119.24 -2.0%
532 XPO XPO INC Industrials 270.0 $55K 0.00% NEW $205.29 -3.8%
533 ENTERGY CORP NEW 474.0 $54K 0.00% NEW $114.86
534 KVUE KENVUE INC Consumer Defensive 2,836.0 $54K 0.00% NEW $19.11 +0.1%
535 STLD STEEL DYNAMICS INC Basic Materials 236.0 $54K 0.00% NEW $229.58 +0.6%
536 MFC MANULIFE FINL CORP Financial Services 1,331.0 $54K 0.00% NEW $40.51 +7.2%
537 CDW CDW CORP Technology 382.0 $54K 0.00% NEW $140.53 -2.4%
538 KB KB FINL GROUP INC Financial Services 508.0 $53K 0.00% NEW $104.96 +10.6%
539 VIXY PROSHARES TR II Financial Services 2,500.0 $53K 0.00% NEW $21.29 -14.0%
540 HYLB DBX ETF TR 1,457.0 $53K 0.00% NEW $36.52 -0.4%
Page 27 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%