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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 23 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DDOG DATADOG INC Technology 369.0 $96K 0.01% NEW $260.36 -5.5%
442 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,865.0 $95K 0.01% NEW $33.29 +9.9%
443 RY ROYAL BK CDA Financial Services 456.0 $94K 0.01% NEW $206.97 +2.9%
444 ICOP ISHARES TR 1,914.0 $94K 0.01% NEW $49.23 +9.0%
445 ASX ASE TECHNOLOGY HLDG CO LTD Technology 2,088.0 $94K 0.01% NEW $45.12 -19.3%
446 EME EMCOR GROUP INC Industrials 113.0 $94K 0.01% NEW $829.88 -0.6%
447 CARR CARRIER GLOBAL CORPORATION Industrials 1,271.0 $93K 0.01% NEW $73.35 -16.3%
448 CRM SALESFORCE INC Technology 590.0 $93K 0.01% NEW $156.99 +24.9%
449 RDDT REDDIT INC Communication Services 527.0 $91K 0.01% NEW $173.58 -8.8%
450 FIX COMFORT SYS USA INC Industrials 46.0 $91K 0.01% NEW $1981.96 -12.3%
451 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 1,186.0 $91K 0.01% NEW $76.43 -5.5%
452 APH AMPHENOL CORP Technology 504.0 $89K 0.00% NEW $176.38 -9.5%
453 MRVL MARVELL TECHNOLOGY INC Technology 294.0 $88K 0.00% NEW $297.89 -27.5%
454 TWLO TWILIO INC Communication Services 424.0 $87K 0.00% NEW $206.33 +12.5%
455 CALY CALLAWAY GOLF CO Consumer Cyclical 4,535.0 $85K 0.00% NEW $18.79 -14.1%
456 EVUS ISHARES TR 2,394.0 $84K 0.00% NEW $35.11 +5.3%
457 MMTM SPDR SERIES TRUST 267.0 $84K 0.00% NEW $312.95 -1.8%
458 TOTALENERGIES SE 1,074.0 $84K 0.00% NEW $77.78
459 PRU PRUDENTIAL FINL INC Financial Services 771.0 $83K 0.00% NEW $107.87 +15.5%
460 QTUM ETF SER SOLUTIONS 501.0 $83K 0.00% NEW $165.32 -8.0%
Page 23 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%