JSF Financial, LLC
Q3 2025 13F Holdings
- Locationlos angeles, CA
- Num holdings
128
- Value ($000)
$450,806
- Date Filed11/03/2025
- Form type13F-HR
- CIK0001802224
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $84.02 M | 19 % | 125,533 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $38.76 M | 9 % | 882,565 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $29.65 M | 7 % | 375,742 | ||
IWX ISHARES TR | RUS TP200 VL ETF | 464289420 | $24.25 M | 5 % | 275,939 | ||
AAPL APPLE INC | COM | 037833100 | $21.55 M | 5 % | 84,616 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $21.48 M | 5 % | 207,812 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $19.88 M | 4 % | 72,640 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $17.24 M | 4 % | 236,846 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.68 M | 3 % | 24,454 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $10.92 M | 2 % | 167,262 |
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