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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 50 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AREC AMERICAN RES CORP Energy 5,000.0 $11K 0.00% NEW $2.15 +24.7%
982 FORM FORMFACTOR INC Technology 67.0 $11K 0.00% NEW $159.94 -28.6%
983 FAF FIRST AMERN FINL CORP Financial Services 156.0 $11K 0.00% NEW $68.60 +4.6%
984 ASTS AST SPACEMOBILE INC Technology 120.0 $11K 0.00% NEW $88.87 -22.7%
985 ESLT ELBIT SYS LTD Industrials 14.0 $11K 0.00% NEW $758.79 -2.3%
986 TSN TYSON FOODS INC Consumer Defensive 185.0 $11K 0.00% NEW $57.25 +2.1%
987 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 133.0 $11K 0.00% NEW $79.39 +6.2%
988 LNT ALLIANT ENERGY CORP Utilities 138.0 $11K 0.00% NEW $76.30 -11.1%
989 DFGP DIMENSIONAL ETF TRUST 193.0 $11K 0.00% NEW $54.46 -2.2%
990 OMF ONEMAIN HLDGS INC Financial Services 172.0 $10K 0.00% NEW $60.97 +3.6%
991 HMY HARMONY GOLD MNG LTD Basic Materials 689.0 $10K 0.00% NEW $15.21 +54.8%
992 CCK CROWN HLDGS INC Consumer Cyclical 93.0 $10K 0.00% NEW $111.83 +6.8%
993 WAL WESTERN ALLIANCE BANCORP Financial Services 126.0 $10K 0.00% NEW $82.21 -3.1%
994 NEU NEWMARKET CORP Basic Materials 13.0 $10K 0.00% NEW $792.00 +18.4%
995 FSS FEDERAL SIGNAL CORP Industrials 80.0 $10K 0.00% NEW $128.50 -4.7%
996 DVA DAVITA INC Healthcare 46.0 $10K 0.00% NEW $222.50 -21.9%
997 SFM SPROUTS FMRS MKT INC Consumer Defensive 121.0 $10K 0.00% NEW $84.59 -4.1%
998 FIS FIDELITY NATL INFORMATION SV Technology 263.0 $10K 0.00% NEW $38.88 +6.3%
999 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 118.0 $10K 0.00% NEW $86.17 +17.2%
1000 BRO BROWN & BROWN INC Financial Services 158.0 $10K 0.00% NEW $64.15 +13.7%
Page 50 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 27.8%
Technology 27.5%
Healthcare 8.4%
Industrials 8.1%
Consumer Defensive 7.0%
Communication Services 6.8%
Consumer Cyclical 6.7%
Energy 4.4%
Utilities 1.9%
Basic Materials 1.0%