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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 92 of 113  ·  2,253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 HNDL STRATEGY SHS 42.0 $960.0 NEW $22.86 -0.8%
1822 NIO NIO INC Consumer Cyclical 189.0 $957.0 NEW $5.06 -9.4%
1823 EEFT EURONET WORLDWIDE INC Technology 13.0 $952.0 NEW $73.23 -5.6%
1824 HLNE HAMILTON LANE INC Financial Services 12.0 $949.0 NEW $79.08 +32.7%
1825 MGNI MAGNITE INC Communication Services 50.0 $949.0 NEW $18.98 +26.6%
1826 JAMES HARDIE INDS PLC 36.0 $943.0 NEW $26.19
1827 CENT CENTRAL GARDEN & PET CO Consumer Defensive 21.0 $932.0 NEW $44.38 +0.4%
1828 PWB INVESCO EXCHANGE TRADED FD T 6.0 $927.0 NEW $154.50 +1.0%
1829 PFFA ETFIS SER TR I 45.0 $926.0 NEW $20.58 +2.5%
1830 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 57.0 $922.0 NEW $16.18 -1.8%
1831 FDS FACTSET RESH SYS INC Financial Services 4.0 $921.0 NEW $230.25 +31.3%
1832 PODD INSULET CORP Healthcare 6.0 $914.0 NEW $152.33 -0.2%
1833 BCE BCE INC Communication Services 42.0 $912.0 NEW $21.71 +8.8%
1834 LI LI AUTO INC Consumer Cyclical 77.0 $904.0 NEW $11.74 +8.7%
1835 EVV EATON VANCE LIMITED DURATION Financial Services 96.0 $900.0 NEW $9.38 -3.0%
1836 BLACKROCK ETF TRUST II 18.0 $897.0 NEW $49.83
1837 TPG TPG INC Financial Services 22.0 $893.0 NEW $40.59 +30.9%
1838 GBDC GOLUB CAP BDC INC Financial Services 69.0 $889.0 NEW $12.88 +2.5%
1839 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 47.0 $881.0 NEW $18.74 +7.1%
1840 OPCH OPTION CARE HEALTH INC Healthcare 42.0 $881.0 NEW $20.98 +11.7%
Page 92 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%