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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 26 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CEF SPROTT ASSET MANAGEMENT LP Financial Services 1,600.0 $64K 0.00% NEW $40.23 +13.2%
502 LUV SOUTHWEST AIRLS CO Industrials 1,246.0 $64K 0.00% NEW $51.44 -19.5%
503 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 199.0 $63K 0.00% NEW $318.08 -5.5%
504 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,393.0 $63K 0.00% NEW $45.13 +17.7%
505 PCAR PACCAR INC Industrials 519.0 $62K 0.00% NEW $120.12 +6.1%
506 SMH VANECK ETF TRUST 95.0 $62K 0.00% NEW $655.89 -14.5%
507 JHMM JOHN HANCOCK EXCHANGE TRADED 826.0 $62K 0.00% NEW $74.92 +1.7%
508 ITW ILLINOIS TOOL WKS INC Industrials 226.0 $61K 0.00% NEW $271.08 +4.9%
509 SPMD SPDR SERIES TRUST 906.0 $61K 0.00% NEW $67.58 -0.1%
510 TROW PRICE T ROWE GROUP INC Financial Services 538.0 $61K 0.00% NEW $113.69 -1.3%
511 UBER UBER TECHNOLOGIES INC Technology 832.0 $60K 0.00% NEW $72.16 +8.1%
512 ENVA ENOVA INTL INC Financial Services 249.0 $60K 0.00% NEW $240.73 +5.7%
513 EOG EOG RES INC Energy 460.0 $60K 0.00% NEW $129.73 +15.2%
514 UMC UNITED MICROELECTRONICS CORP Technology 2,188.0 $60K 0.00% NEW $27.21 -33.4%
515 HOOD ROBINHOOD MKTS INC Financial Services 593.0 $59K 0.00% NEW $100.28 -4.5%
516 IWP ISHARES TR 405.0 $59K 0.00% NEW $146.41 -1.8%
517 HUBB HUBBELL INC Industrials 113.0 $59K 0.00% NEW $523.20 -9.1%
518 WMB WILLIAMS COS INC Energy 795.0 $59K 0.00% NEW $74.34 -1.5%
519 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 199.0 $58K 0.00% NEW $293.18 +3.4%
520 MDYG SPDR SERIES TRUST 518.0 $58K 0.00% NEW $112.08 -1.1%
Page 26 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%