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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 11 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IWN ISHARES TR 3,385.0 $749K 0.04% NEW $221.22 +2.0%
202 FDX FEDEX CORP Industrials 2,375.0 $744K 0.04% NEW $313.30 +6.3%
203 WULF TERAWULF INC Financial Services 30,000.0 $741K 0.04% NEW $24.70 -33.2%
204 USB US BANCORP Financial Services 12,220.0 $738K 0.04% NEW $60.42 +7.1%
205 BNDX VANGUARD CHARLOTTE FDS 15,205.0 $736K 0.04% NEW $48.43 -1.7%
206 AXP AMERICAN EXPRESS CO Financial Services 2,143.0 $725K 0.04% NEW $338.26 -0.0%
207 RTX RTX CORPORATION Industrials 3,772.0 $716K 0.04% NEW $189.73 +17.3%
208 VOT VANGUARD INDEX FDS 2,319.0 $710K 0.04% NEW $306.28 +0.6%
209 XMHQ INVESCO EXCHANGE TRADED FD T 6,200.0 $700K 0.04% NEW $112.88 +5.5%
210 IAU ISHARES GOLD TR Financial Services 9,158.0 $692K 0.03% NEW $75.51 +9.0%
211 BK BANK OF NY MELLON CORP Financial Services 4,719.0 $682K 0.03% NEW $144.62 -1.9%
212 XLP SELECT SECTOR SPDR TR 8,045.0 $668K 0.03% NEW $83.07 +3.5%
213 ALL ALLSTATE CORP Financial Services 2,783.0 $665K 0.03% NEW $238.77 +10.3%
214 SCHD SCHWAB STRATEGIC TR 20,885.0 $662K 0.03% NEW $31.71 +9.0%
215 C CITIGROUP INC Financial Services 4,496.0 $629K 0.03% NEW $139.96 -2.2%
216 CEG CONSTELLATION ENERGY CORP Utilities 2,487.0 $618K 0.03% NEW $248.39 +11.5%
217 NOC NORTHROP GRUMMAN CORP Industrials 1,186.0 $604K 0.03% NEW $509.31 +14.7%
218 FITB FIFTH THIRD BANCORP Financial Services 10,365.0 $584K 0.03% NEW $56.38 +2.0%
219 VCSH VANGUARD SCOTTSDALE FDS 7,360.0 $582K 0.03% NEW $79.03 -0.5%
220 VZ VERIZON COMMUNICATIONS INC Communication Services 13,282.0 $562K 0.03% NEW $42.34 +15.6%
Page 11 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%