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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 33 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 NTRS NORTHERN TR CORP Financial Services 181.0 $32K 0.00% NEW $174.09 +4.8%
642 OUNZ VANECK MERK GOLD ETF Financial Services 816.0 $31K 0.00% NEW $38.59 +12.8%
643 DB DEUTSCHE BK AG Financial Services 930.0 $31K 0.00% NEW $33.76 +11.3%
644 RSG REPUBLIC SVCS INC Industrials 147.0 $31K 0.00% NEW $213.08 +3.0%
645 DGRW WISDOMTREE TR 323.0 $31K 0.00% NEW $95.62 +3.2%
646 DKS DICKS SPORTING GOODS INC Consumer Cyclical 136.0 $31K 0.00% NEW $226.82 -20.9%
647 XEL XCEL ENERGY INC Utilities 382.0 $31K 0.00% NEW $80.71 -2.5%
648 MSCI MSCI INC Financial Services 55.0 $31K 0.00% NEW $560.05 +1.6%
649 HCA HCA HEALTHCARE INC Healthcare 79.0 $31K 0.00% NEW $389.90 +4.2%
650 AIG AMERICAN INTL GROUP INC Financial Services 413.0 $31K 0.00% NEW $74.53 +1.6%
651 TPR TAPESTRY INC Consumer Cyclical 209.0 $31K 0.00% NEW $146.38 -11.3%
652 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 1,159.0 $31K 0.00% NEW $26.39 +25.8%
653 MLM MARTIN MARIETTA MATLS INC Basic Materials 53.0 $31K 0.00% NEW $576.72 -8.9%
654 FCX FREEPORT MCMORAN INC Basic Materials 482.0 $30K 0.00% NEW $62.89 +13.2%
655 FISV FISERV INC Technology 618.0 $30K 0.00% NEW $49.05 +4.7%
656 SONY SONY GROUP CORP Technology 1,510.0 $30K 0.00% NEW $20.06 +17.5%
657 BTI BRITISH AMERN TOB PLC Consumer Defensive 486.0 $30K 0.00% NEW $61.76 -8.2%
658 CRH PLC 279.0 $30K 0.00% NEW $107.00
659 LQD ISHARES TR 271.0 $30K 0.00% NEW $109.07 -2.8%
660 MTZ MASTEC INC Industrials 71.0 $30K 0.00% NEW $416.07 -34.7%
Page 33 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%