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JSF Financial, LLC

Q1 2026 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    126

  • Value ($000)

    $510,079

  • Date Filed
    05/07/2026
  • Form type
    13F-HR
  • CIK
    0001802224
  • 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
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$83.12M
16 %

127,252

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$56.99M
11 %

671,730

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$42.75M
8 %

1,063,800

S
SDVY

FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF
33741X102
$35.16M
7 %

891,631

I
IWX

ISHARES TR

RUS TP200 VL ETF
464289420
$25.93M
5 %

279,803

A
AAPL

APPLE INC

COM
037833100
$21.04M
4 %

82,889

I
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$19.62M
4 %

78,861

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$18.97M
4 %

215,168

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$14.79M
3 %

142,972

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$13.71M
3 %

23,759

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