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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 55 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 HYDB ISHARES TR 180.0 $8K NEW $46.77 -0.5%
1082 AXON AXON ENTERPRISE INC Industrials 15.0 $8K NEW $560.67 +12.0%
1083 MDB MONGODB INC Technology 25.0 $8K NEW $335.92 +28.3%
1084 AWI ARMSTRONG WORLD INDS INC NEW Industrials 52.0 $8K NEW $160.42 +11.3%
1085 ENSG ENSIGN GROUP INC Healthcare 52.0 $8K NEW $160.33 +11.9%
1086 AR ANTERO RESOURCES CORP Energy 237.0 $8K NEW $35.14 +8.0%
1087 LAUR LAUREATE ED INC Consumer Defensive 229.0 $8K NEW $36.32 +3.1%
1088 GNMA ISHARES TR 188.0 $8K NEW $44.23 -1.5%
1089 XSLV INVESCO EXCH TRADED FD TR II 158.0 $8K NEW $52.41 +1.2%
1090 HL HECLA MINING COMPANY Basic Materials 536.0 $8K NEW $15.43 +34.3%
1091 TKO TKO GROUP HOLDINGS INC Communication Services 41.0 $8K NEW $201.32 -4.1%
1092 GH GUARDANT HEALTH INC Healthcare 55.0 $8K NEW $150.04 +13.8%
1093 RVMD REVOLUTION MEDICINES INC Healthcare 44.0 $8K NEW $187.30 +11.8%
1094 TTMI TTM TECHNOLOGIES INC Technology 44.0 $8K NEW $187.02 -40.9%
1095 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 112.0 $8K NEW $72.99 +7.9%
1096 VSAT VIASAT INC Technology 91.0 $8K NEW $89.81 -16.8%
1097 WMS ADVANCED DRAIN SYS INC DEL Industrials 52.0 $8K NEW $156.96 -8.4%
1098 IBHH ISHARES TR 347.0 $8K NEW $23.50 -0.3%
1099 SOMNIGROUP INTERNATIONAL INC 103.0 $8K NEW $78.41
1100 PHG KONINKLIJKE PHILIPS N V Healthcare 296.0 $8K NEW $27.19 +0.8%
Page 55 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%