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JFS WEALTH ADVISORS, LLC

Q2 2026 13F Holdings

  • Location
    hermitage, PA
  • Num holdings

    2,253

  • Value ($000)

    $2,005,947

  • Date Filed
    07/10/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
25434V708
$200.31M
10 %

4,515,601

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$137.91M
7 %

3,743,466

D
DFUS

DIMENSIONAL ETF TRUST

US EQUI MARK ETF
25434V401
$109.28M
5 %

1,333,612

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$80.37M
4 %

196,255

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$73.43M
4 %

741,875

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$69.44M
4 %

92,723

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$55.84M
3 %

724,208

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$51.6M
3 %

103,121

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$46.86M
2 %

315,972

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$44.04M
2 %

1,067,709

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