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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 21 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EES WISDOMTREE TR 1,813.0 $123K 0.01% NEW $67.79 +1.2%
402 GSLC GOLDMAN SACHS ETF TR 858.0 $122K 0.01% NEW $141.87 +3.5%
403 LHX L3HARRIS TECHNOLOGIES INC Industrials 411.0 $120K 0.01% NEW $290.93 -3.9%
404 VTRS VIATRIS INC Healthcare 7,409.0 $118K 0.01% NEW $15.88 +1.8%
405 ACN ACCENTURE PLC IRELAND Technology 942.0 $117K 0.01% NEW $124.44 +39.0%
406 CI THE CIGNA GROUP Healthcare 425.0 $117K 0.01% NEW $275.68 +1.0%
407 FMDE FIDELITY COVINGTON TRUST 2,843.0 $115K 0.01% NEW $40.58 +4.2%
408 ECL ECOLAB INC Basic Materials 413.0 $115K 0.01% NEW $278.67 +0.5%
409 ISHARES TR 2,321.0 $115K 0.01% NEW $49.55
410 SUSB ISHARES TR 4,565.0 $114K 0.01% NEW $24.99 -0.5%
411 O REALTY INCOME CORP Real Estate 1,837.0 $114K 0.01% NEW $61.96 +0.4%
412 ISRG INTUITIVE SURGICAL INC Healthcare 284.0 $113K 0.01% NEW $397.68 -1.6%
413 GM GENERAL MTRS CO Consumer Cyclical 1,460.0 $113K 0.01% NEW $77.08 +8.6%
414 EIS ISHARES INC 920.0 $111K 0.01% NEW $120.74 +1.2%
415 IQVIA HLDGS INC 653.0 $110K 0.01% NEW $168.64
416 CMI CUMMINS INC Industrials 152.0 $108K 0.01% NEW $713.21 -13.0%
417 YUM YUM BRANDS INC Consumer Cyclical 677.0 $108K 0.01% NEW $159.95 -9.4%
418 GWX SPDR INDEX SHS FDS 2,452.0 $107K 0.01% NEW $43.76 +4.6%
419 ITA ISHARES TR 441.0 $107K 0.01% NEW $242.63 +3.9%
420 STIP ISHARES TR 1,039.0 $106K 0.01% NEW $102.15 -1.3%
Page 21 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%