13F Insight
DOSSIER · 13F-HR · Q3 2026

JSF Financial, LLC

$655M in tracked AUM across 146 positions as of Q3 2026.

JF
CIK 0001802224 · last filed Sep 30, 2026
Total AUM
$655M
as of Q3 2026
Holdings
146
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

JSF Financial, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$97M127K14.8%02
CGGR
CAPITAL GROUP GROWTH ETF
$71M1.5M10.8%03
AVDE
AMERICAN CENTY ETF TR
$66M727K10.0%04
SDVY
FIRST TR EXCHANGE TRADED FD
$36M895K5.5%05
IWY
ISHARES TR
$29M98K4.4%06
AAPL
APPLE INC
$28M84K4.3%07
IWX
ISHARES TR
$26M239K4.0%08
AVEM
AMERICAN CENTY ETF TR
$26M271K3.9%09
IAU
ISHARES GOLD TR
$20M252K3.0%10
QQQ
INVESCO QQQ TR
$17M24K2.7%

Filing history

2026Q3Sep 30
$655M▲ 3.7%
146 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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