13F Insight
DOSSIER · 13F-HR · Q2 2026

JSF Financial, LLC

$632M in tracked AUM across 142 positions as of Q2 2026.

JF
CIK 0001802224 · last filed Jun 30, 2026
Total AUM
$632M
as of Q2 2026
Holdings
142
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

JSF Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$97M130K15.3%02
CGGR
CAPITAL GROUP GROWTH ETF
$68M1.4M10.7%03
AVDE
AMERICAN CENTY ETF TR
$64M715K10.1%04
SDVY
FIRST TR EXCHANGE TRADED FD
$38M886K6.0%05
IWY
ISHARES TR
$26M90K4.2%06
AVEM
AMERICAN CENTY ETF TR
$26M270K4.1%07
IWX
ISHARES TR
$25M239K4.0%08
AAPL
APPLE INC
$24M82K3.8%09
IAU
ISHARES GOLD TR
$18M245K2.9%10
QQQ
INVESCO QQQ TR
$17M23K2.7%

Filing history

2026Q2Jun 30
$632M▲ 23.9%
142 positionsView →2026Q1Mar 31
$510M▲ 5.7%
126 positionsView →2025Q4Dec 31
$482M▲ 7.0%
132 positionsView →2025Q3Sep 30
$451M▲ 7.1%
128 positionsView →2025Q2Jun 30
$421M▲ 11.0%
128 positionsLocked2025Q1Mar 31
$379M▲ 1.4%
121 positionsLocked2024Q4Dec 31
$374M▲ 9.1%
122 positionsLocked2024Q3Sep 30
$343M▲ 5.0%
116 positionsLocked2024Q2Jun 30
$326M▲ 2.2%
110 positionsLocked2024Q1Mar 31
$319M▲ 10.8%
108 positionsLocked2023Q4Dec 31
$288M▲ 11.7%
108 positionsLocked2023Q3Sep 30
$258M▼ 8.7%
101 positionsLocked
Showing 12 of 31