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Showing Q3 2024 data
BBJS FINANCIAL ADVISORS, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
BBJS FINANCIAL ADVISORS, LLC
•CIK: 1966040•Filing: Q3 2024
BBJS FINANCIAL ADVISORS, LLC manages $280M across a diversified portfolio of 142 positions. The strategy exhibits significant overweighting in technology and global equity exposure, highlighted by the top holding in TEAM1EUR at $60.4M. Further concentration is evident in broad market indices, with notable allocations to RSP ($26.3M), VGK ($17.2M), and VBR ($16.7M). These positions suggest a tactical tilt toward established growth sectors and global market diversification.
Total AUM
$280.4M
QoQ Performance
+4.5%
Positions
92
Top 10 Concentration
67.9%
Latest Filing
Q3 2024
Top Holdings Allocation
TEAM1EUR
RSP
VGK
VBR
IVW
VBK
TEAM1EUR21.5%
RSP9.4%
VGK6.1%
VBR5.9%
IVW5.3%
VBK5.1%
IEMG4.4%
VPL4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.3%
Technology3.3%
ETF2.2%
Real Estate0.6%
Consumer0.2%
Financial0.2%
Healthcare0.1%
Energy0.1%
🚪 Exited Positionssold since Q2 2024
+27 more exited positions
Changes from Q2 2024
NEW3 new positions
↑45 increased
↓27 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023