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JFS WEALTH ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    hermitage, PA
  • Num holdings

    1,889

  • Value ($000)

    $1,787,283

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0001568068
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$157.24M
9 %

4,046,394

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$126.96M
7 %

3,737,287

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$96.26M
5 %

1,357,480

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$71.09M
4 %

199,371

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$69.55M
4 %

700,628

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$57.85M
3 %

88,570

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$50.05M
3 %

104,445

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$48.17M
3 %

713,381

M
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$40.97M
2 %

385,993

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$40.47M
2 %

811,204

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