13F Insight
DOSSIER · 13F-HR · Q1 2026

JSF Financial, LLC

$510M in tracked AUM across 126 positions as of Q1 2026.

JF
CIK 0001802224 · last filed Mar 31, 2026
Total AUM
$510M
as of Q1 2026
Holdings
126
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

JSF Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$83M127K16.3%02
AVDE
AMERICAN CENTY ETF TR
$57M672K11.2%03
CGGR
CAPITAL GROUP GROWTH ETF
$43M1.1M8.4%04
SDVY
FIRST TR EXCHANGE TRADED FD
$35M892K6.9%05
IWX
ISHARES TR
$26M280K5.1%06
AAPL
APPLE INC
$21M83K4.1%07
IWY
ISHARES TR
$20M79K3.8%08
IAU
ISHARES GOLD TR
$19M215K3.7%09
STIP
ISHARES TR
$15M143K2.9%10
QQQ
INVESCO QQQ TR
$14M24K2.7%

Filing history

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 positionsLocked2023Q2Jun 30
$283M▲ 5.6%
105 positionsLocked
Showing 12 of 30