JFS WEALTH ADVISORS, LLC
Q3 2025 13F Holdings
- Locationhermitage, PA
- Num holdings
1,901
- Value ($000)
$1,709,277
- Date Filed11/10/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $133.12 M | 8 % | 3,451,406 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $118.32 M | 7 % | 3,770,416 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $101.73 M | 6 % | 1,404,306 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $74.05 M | 4 % | 202,607 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $61.52 M | 4 % | 613,711 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $52.44 M | 3 % | 104,300 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $50.60 M | 3 % | 75,605 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $45.37 M | 3 % | 695,193 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $40.99 M | 2 % | 87,519 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $40.01 M | 2 % | 375,677 |
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