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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 34 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 IBDT ISHARES TR 1,165.0 $29K 0.00% NEW $25.25 -0.2%
662 DIV GLOBAL X FDS 1,544.0 $29K 0.00% NEW $19.05 +4.1%
663 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 54.0 $29K 0.00% NEW $541.83 -3.3%
664 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 304.0 $29K 0.00% NEW $96.12 -50.7%
665 CL COLGATE PALMOLIVE CO Consumer Defensive 314.0 $29K 0.00% NEW $91.68 -0.9%
666 FUL FULLER H B CO Basic Materials 492.0 $29K 0.00% NEW $58.29 +2.6%
667 AVUV AMERICAN CENTY ETF TR 228.0 $28K 0.00% NEW $124.90 +0.7%
668 PAYX PAYCHEX INC Industrials 289.0 $28K 0.00% NEW $98.33 +24.6%
669 AME AMETEK INC Industrials 117.0 $28K 0.00% NEW $241.94 -0.3%
670 GRMN GARMIN LTD Technology 119.0 $28K 0.00% NEW $237.55 +24.5%
671 DGX QUEST DIAGNOSTICS INC Healthcare 133.0 $28K 0.00% NEW $211.95 +12.1%
672 ANGLOGOLD ASHANTI PLC 348.0 $28K 0.00% NEW $80.89
673 RS RELIANCE INC Basic Materials 75.0 $28K 0.00% NEW $373.60 +5.6%
674 DVN DEVON ENERGY CORP NEW Energy 678.0 $28K 0.00% NEW $41.32 +18.7%
675 D DOMINION ENERGY INC Utilities 410.0 $28K 0.00% NEW $68.29 -0.0%
676 KHC KRAFT HEINZ CO Consumer Defensive 1,178.0 $28K 0.00% NEW $23.62 +7.8%
677 MPWR MONOLITHIC PWR SYS INC Technology 20.0 $28K 0.00% NEW $1382.90 -6.0%
678 VALE VALE S A Basic Materials 1,836.0 $28K 0.00% NEW $15.04 -7.6%
679 CPK CHESAPEAKE UTILS CORP Utilities 225.0 $28K 0.00% NEW $122.51 +11.3%
680 CARNIVAL CORP LTD 963.0 $28K 0.00% NEW $28.57
Page 34 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%