JFS WEALTH ADVISORS, LLC
Q2 2025 13F Holdings
- Locationhermitage, PA
- Num holdings
1,865
- Value ($000)
$1,571,276
- Date Filed07/24/2025
- Form type13F-HR
- CIK0001568068
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $121.47 M | 8 % | 3,389,273 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $111.39 M | 7 % | 3,792,745 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $94.61 M | 6 % | 1,411,720 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $70.21 M | 5 % | 206,774 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $59.02 M | 4 % | 594,977 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $51.10 M | 3 % | 105,188 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $48.03 M | 3 % | 77,357 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $43.11 M | 3 % | 695,131 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $40.05 M | 3 % | 383,282 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $39.91 M | 3 % | 814,027 |
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