JFS WEALTH ADVISORS, LLC
Q4 2025 13F Holdings
- Locationhermitage, PA
- Num holdings
1,918
- Value ($000)
$1,775,030
- Date Filed01/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $147.52M | 8 % | 3,726,135 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $124.04M | 7 % | 3,789,938 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $103.27M | 6 % | 1,392,318 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | $75.6M | 4 % | 202,434 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $66.24M | 4 % | 663,243 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $56.29M | 3 % | 82,180 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $53.39M | 3 % | 106,227 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $46.9M | 3 % | 710,578 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $40.9M | 2 % | 381,852 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $39.69M | 2 % | 789,163 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100