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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 24 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IYF ISHARES TR 646.0 $82K 0.00% NEW $127.54 +6.8%
462 PWR QUANTA SVCS INC Industrials 114.0 $82K 0.00% NEW $720.04 -5.9%
463 BKNG BOOKING HOLDINGS INC Consumer Cyclical 459.0 $82K 0.00% NEW $178.27 +19.5%
464 LNG CHENIERE ENERGY INC Energy 333.0 $80K 0.00% NEW $239.01 +14.8%
465 VCRB VANGUARD MALVERN FDS 1,024.0 $79K 0.00% NEW $77.23 -1.2%
466 TT TRANE TECHNOLOGIES PLC Industrials 158.0 $78K 0.00% NEW $491.16 -7.3%
467 SPSM SPDR SERIES TRUST 1,335.0 $77K 0.00% NEW $57.65 -0.3%
468 DAL DELTA AIR LINES INC Industrials 817.0 $77K 0.00% NEW $93.66 -11.1%
469 VGSH VANGUARD SCOTTSDALE FDS 1,305.0 $76K 0.00% NEW $58.19 -0.0%
470 CSX CSX CORP Industrials 1,595.0 $76K 0.00% NEW $47.53 +6.6%
471 SPHD INVESCO EXCH TRADED FD TR II 1,486.0 $76K 0.00% NEW $50.83 +5.1%
472 VONG VANGUARD SCOTTSDALE FDS 590.0 $75K 0.00% NEW $127.71 -1.1%
473 KMI KINDER MORGAN INC DEL Energy 2,350.0 $75K 0.00% NEW $31.97 +0.3%
474 NEM NEWMONT CORP Basic Materials 802.0 $75K 0.00% NEW $93.40 +33.9%
475 DMXF ISHARES TR 883.0 $75K 0.00% NEW $84.60 +2.3%
476 SPGI S&P GLOBAL INC Financial Services 183.0 $75K 0.00% NEW $407.26 +4.8%
477 SLF SUN LIFE FINANCIAL INC. Financial Services 928.0 $73K 0.00% NEW $78.42 +1.4%
478 AER AERCAP HOLDINGS NV Industrials 497.0 $72K 0.00% NEW $145.78 +1.7%
479 IXUS ISHARES TR 752.0 $72K 0.00% NEW $95.44 +1.8%
480 APP APPLOVIN CORP Technology 139.0 $72K 0.00% NEW $515.23 -39.7%
Page 24 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%