DOSSIER · 13F-HR · Q2 2026
JFS WEALTH ADVISORS, LLC
$2.0B in tracked AUM across 2,257 positions as of Q2 2026.
JW
CIK 0001568068 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
JFS Wealth Advisors, LLC manages a substantial portfolio valued at approximately $1.78 billion as of the report date December 31, 2025. The firm has adopted a highly diversified investment approach, holding 1,922 distinct positions. The portfolio experienced modest growth of 3.8% during the quarter, increasing from $1.71 billion.
The portfolio is characterized by a heavy reliance on fund-based investing rather than individual stock selection. The data indicates a core-sat...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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