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Latest JFS WEALTH ADVISORS, LLC Stock Portfolio

JFS WEALTH ADVISORS, LLC Performance:
2025 Q4: 1.5%YTD: 13.2%2024: 0.9%
Performance for 2025 Q4 is 1.5%, and YTD is 13.2%, and 2024 is 0.9%.

About JFS WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, JFS WEALTH ADVISORS, LLC reported an equity portfolio of $1.8 Billions as of 31 Dec, 2025.

The top stock holdings of JFS WEALTH ADVISORS, LLC are DFAC, DFAC, DFAC. The fund has invested 8.3% of it's portfolio in DIMENSIONAL ETF TRUST and 7% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), PROSHARES TR (ANEW) and MPLX LP (MPLX) stocks. They significantly reduced their stock positions in RINGCENTRAL INC (RNG), ALIGN TECHNOLOGY INC (ALGN) and CONSTELLATION BRANDS INC (STZ). JFS WEALTH ADVISORS, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), SOLSTICE ADVANCED MATLS INC and ISHARES TR (AOA). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN EAGLE OUTFITTERS IN (AEO), HNI CORP (HNI) and THE CAMPBELLS COMPANY (CPB).

JFS WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that JFS WEALTH ADVISORS, LLC made a return of 1.5% in the last quarter. In trailing 12 months, it's portfolio return was 13.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american centy etf tr151,881
solstice advanced matls inc120,965
ishares tr112,715
kimball electronics inc111,336
ssga active etf tr102,999
spdr index shs fds100,189
ishares tr98,934
totalenergies se69,019
New stocks bought by JFS WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
etf ser solutions943
netflix inc943
coherent corp803
ssga active tr526
servicenow inc153
j p morgan exchange traded f102
select sector spdr tr101
select sector spdr tr101
Additions to existing portfolio by JFS WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
csx corp-72.23
vistra corp-67.96
ishares tr-64.28
price t rowe group inc-62.73
yum china hldgs inc-62.66
palo alto networks inc-61.7
ishares tr-57.99
cheniere energy inc-53.85
JFS WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by JFS WEALTH ADVISORS, LLC

Sector Distribution

JFS WEALTH ADVISORS, LLC has about 88.1% of it's holdings in Others sector.

Sector%
Others88.1
Technology3.5
Financial Services1.7
Communication Services1.4

Market Cap. Distribution

JFS WEALTH ADVISORS, LLC has about 11.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED88.1
MEGA-CAP6.6
LARGE-CAP4.8

Stocks belong to which Index?

About 10.9% of the stocks held by JFS WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others88.8
S&P 50010.9
Top 5 Winners (%)%
LITE
lumentum hldgs inc
126.5 %
VICR
vicor corp
96.7 %
TNDM
tandem diabetes care inc
80.3 %
VSCO
victorias secret and co
77.5 %
MU
micron technology inc
65.7 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
5.1 M
DFAC
dimensional etf trust
3.7 M
DFAC
dimensional etf trust
2.4 M
GOOG
alphabet inc
2.3 M
AAPL
apple inc
1.9 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.6 %
NOW
servicenow inc
-77.7 %
TPL
texas pacific land corporati
-58.3 %
CORT
corcept therapeutics inc
-58.1 %
AMSC
american superconductor corp
-51.5 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-4.6 M
NFLX
netflix inc
-3.4 M
XLB
select sector spdr tr
-1.4 M
MSFT
microsoft corp
-0.9 M
HD
home depot inc
-0.4 M

JFS WEALTH ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of JFS WEALTH ADVISORS, LLC

JFS WEALTH ADVISORS, LLC has 1909 stocks in it's portfolio. About 42.5% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for JFS WEALTH ADVISORS, LLC last quarter.

Last Reported on: 14 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions