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Portfolio (Quarterly) Guide ↗

JSF Financial, LLC

· CIK 0001802224
13F Portfolio $632M AUM 142 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 32 New 59 Added 38 Reduced 22 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 3,706.0 $299K 0.05% NEW $80.58 +3.0%
22 VGT VANGUARD WORLD FD 2,475.0 $296K 0.05% NEW $119.52 -0.9%
23 SCHG SCHWAB STRATEGIC TR 8,500.0 $288K 0.04% NEW $33.84 +4.4%
24 VWO VANGUARD INTL EQUITY INDEX F 4,617.0 $276K 0.04% NEW $59.69 +1.3%
25 GEV GE VERNOVA INC Utilities 230.0 $271K 0.04% NEW $1176.70 -18.7%
26 VOO VANGUARD INDEX FDS 387.0 $266K 0.04% NEW $686.50 +2.5%
27 VYM VANGUARD WHITEHALL FDS 1,653.0 $261K 0.04% NEW $158.04 +4.4%
28 INNOVATOR ETFS TRUST 7,703.0 $217K 0.03% NEW $28.21
29 CRWD CROWDSTRIKE HLDGS INC Technology 279.0 $213K 0.03% NEW $190.78 +0.6%
30 ESGV VANGUARD WORLD FD 1,598.0 $211K 0.03% NEW $132.26 +2.6%
31 SCHV SCHWAB STRATEGIC TR 5,952.0 $207K 0.03% NEW $34.81 +0.4%
32 ALLO ALLOGENE THERAPEUTICS INC Healthcare 10,640.0 $22K 0.00% NEW $2.08 +0.5%
Page 2 of 2  ·  32 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
Technology 39.8%
Financial Services 30.5%
Consumer Cyclical 7.3%
Communication Services 6.4%
Healthcare 5.3%
Consumer Defensive 3.8%
Industrials 3.1%
Utilities 1.9%
Energy 1.1%
Basic Materials 0.8%