JSF Financial, LLC

Q3 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    128

  • Value ($000)

    $450,806

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001802224
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$84.02 M
19 %

125,533

CGGR
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
$38.76 M
9 %

882,565

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$29.65 M
7 %

375,742

IWX
IWX

ISHARES TR

RUS TP200 VL ETF
$24.25 M
5 %

275,939

AAPL
AAPL

APPLE INC

COM
$21.55 M
5 %

84,616

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
$21.48 M
5 %

207,812

IWY
IWY

ISHARES TR

RUS TP200 GR ETF
$19.88 M
4 %

72,640

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$17.24 M
4 %

236,846

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$14.68 M
3 %

24,454

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$10.92 M
2 %

167,262

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