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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 42 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 IDMO INVESCO EXCH TRADED FD TR II 270.0 $16K 0.00% NEW $60.35 +3.0%
822 NOW SERVICENOW INC Technology 164.0 $16K 0.00% NEW $99.28 +30.7%
823 THC TENET HEALTHCARE CORP Healthcare 87.0 $16K 0.00% NEW $187.08 +45.7%
824 LH LABCORP HOLDINGS INC Healthcare 58.0 $16K 0.00% NEW $280.43 +18.7%
825 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 304.0 $16K 0.00% NEW $53.37 +12.9%
826 SSNC SS&C TECH HLDGS Technology 260.0 $16K 0.00% NEW $62.05 +32.3%
827 AJG GALLAGHER ARTHUR J & CO Financial Services 70.0 $16K 0.00% NEW $229.57 +13.1%
828 JAAA JANUS DETROIT STR TR 316.0 $16K 0.00% NEW $50.69 -0.1%
829 IYJ ISHARES TR 96.0 $16K 0.00% NEW $166.66 -1.7%
830 BIIB BIOGEN INC Healthcare 74.0 $16K 0.00% NEW $216.07 -0.8%
831 JMTG J P MORGAN EXCHANGE TRADED F 315.0 $16K 0.00% NEW $50.68 -1.0%
832 EXEL EXELIXIS INC Healthcare 293.0 $16K 0.00% NEW $54.41 -1.3%
833 WYNN WYNN RESORTS LTD Consumer Cyclical 164.0 $16K 0.00% NEW $97.09 +2.6%
834 EFAV ISHARES TR 180.0 $16K 0.00% NEW $87.71 +7.1%
835 BEN FRANKLIN RESOURCES INC Financial Services 471.0 $16K 0.00% NEW $33.38 +1.8%
836 DASH DOORDASH INC Communication Services 85.0 $16K 0.00% NEW $184.54 +20.5%
837 WBS WEBSTER FINL CORP Financial Services 204.0 $16K 0.00% NEW $76.42 +1.5%
838 WTRG ESSENTIAL UTILS INC Utilities 406.0 $16K 0.00% NEW $38.31 +5.5%
839 EWA ISHARES INC 550.0 $15K 0.00% NEW $28.16 +5.6%
840 FANG DIAMONDBACK ENERGY INC Energy 88.0 $15K 0.00% NEW $175.78 +20.0%
Page 42 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%