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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 25 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 VSGX VANGUARD WORLD FD 867.0 $71K 0.00% NEW $82.34 +0.4%
482 CASY CASEYS GEN STORES INC Consumer Cyclical 89.0 $71K 0.00% NEW $794.80 +5.2%
483 JBL JABIL INC Technology 182.0 $70K 0.00% NEW $385.48 -16.3%
484 SHOP SHOPIFY INC Technology 605.0 $69K 0.00% NEW $114.18 +28.4%
485 SCHK SCHWAB STRATEGIC TR 1,911.0 $69K 0.00% NEW $36.06 +2.9%
486 SHV ISHARES TR 619.0 $68K 0.00% NEW $110.35 -0.1%
487 VRT VERTIV HOLDINGS CO Industrials 204.0 $68K 0.00% NEW $334.82 -22.1%
488 VST VISTRA CORP Utilities 429.0 $68K 0.00% NEW $158.63 -10.1%
489 SPAB SPDR SERIES TRUST 2,659.0 $68K 0.00% NEW $25.52 -1.2%
490 BHP BHP BILLITON LIMITED Basic Materials 814.0 $68K 0.00% NEW $83.31 +10.8%
491 ITM VANECK ETF TRUST 1,433.0 $67K 0.00% NEW $46.99 -1.9%
492 SCHC SCHWAB STRATEGIC TR 1,399.0 $67K 0.00% NEW $48.12 +5.8%
493 CIEN CIENA CORP Technology 137.0 $67K 0.00% NEW $490.56 -18.4%
494 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 3,348.0 $67K 0.00% NEW $19.89 +8.4%
495 ICLN ISHARES TR 3,217.0 $66K 0.00% NEW $20.49 -13.0%
496 LIN LINDE PLC Basic Materials 127.0 $66K 0.00% NEW $518.94 -7.3%
497 CAH CARDINAL HEALTH INC Healthcare 276.0 $66K 0.00% NEW $237.56 -1.1%
498 ICICI BANK LIMITED 2,249.0 $65K 0.00% NEW $29.03
499 CTAS CINTAS CORP Industrials 380.0 $65K 0.00% NEW $170.08 +19.4%
500 GSIE GOLDMAN SACHS ETF TR 1,409.0 $64K 0.00% NEW $45.69 +5.0%
Page 25 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%