JFS WEALTH ADVISORS, LLC
•CIK: 1568068•Filing: Q4 2025
**JFS WEALTH ADVISORS, LLC** manages $1.8B across a diverse portfolio of 1,915 positions. The strategy exhibits significant concentration in select names, highlighted by the top holdings in DFAC at $147.5M and DFAX at $124.0M. Further notable allocations include substantial positions in DFUS ($103.3M) and IWB ($75.6M). This structure suggests a conviction-driven approach balancing high-conviction single names with broad market exposure via ETFs like AGG and IVV.
Total AUM
$1.8B
QoQ Performance
+3.9%
Positions
1,640
Top 10 Concentration
44.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFAX
DFUS
DFAC8.3%
DFAX7.0%
DFUS5.8%
IWB4.3%
AGG3.7%
IVV3.2%
BRK.B3.0%
IJH2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.3%
ETF4.5%
Technology4.3%
Consumer1.0%
Healthcare0.8%
Financial0.7%
Industrial0.5%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+1693 more exited positions
Changes from Q3 2025
↑107 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022