JSF Financial, LLC
โขCIK: 1802224โขFiling: Q4 2025
**JSF Financial, LLC** manages $482M across a diversified portfolio of 132 positions. The fund maintains significant exposure to core market indices and technology leaders, highlighted by the top holding in IVV at $85.3M. Notable allocations include substantial positions in CGGR ($38.9M), AVDE ($30.6M), and IWX ($25.2M). This structure suggests a systematic, multi-sector approach targeting established market leaders and thematic growth areas.
Total AUM
$482.4M
QoQ Performance
+7.0%
Positions
99
Top 10 Concentration
62.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
CGGR
AVDE
IWX
IVV17.7%
CGGR8.1%
AVDE6.3%
IWX5.2%
AAPL4.8%
STIP4.6%
SDVY4.6%
IWY4.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other63.7%
ETF18.1%
Technology11.5%
Consumer2.4%
Financial2.2%
Healthcare0.8%
Communication0.6%
Industrial0.3%
๐ช Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW18 new positions
โ45 increased
โ66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023