JSF Financial, LLC

Q4 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    132

  • Value ($000)

    $482,432

  • Date Filed
    02/04/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV

ISHARES TR

CORE S&P500 ETF
$85.26M
18 %

124,474

CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
$38.85M
8 %

873,717

AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$30.59M
6 %

371,550

IWX

ISHARES TR

RUS TP200 VL ETF
$25.2M
5 %

274,344

AAPL

APPLE INC

COM
$22.93M
5 %

84,352

STIP

ISHARES TR

0-5 YR TIPS ETF
$22.22M
5 %

216,970

SDVY

FIRST TR EXCHANGE-TRADED FD

SMID RISNG ETF
$22.03M
5 %

574,867

IWY

ISHARES TR

RUS TP200 GR ETF
$19.3M
4 %

69,692

IAU

ISHARES GOLD TR

ISHARES NEW
$18.66M
4 %

229,901

NDQ

INVESCO QQQ TR

UNIT SER 1
$14.98M
3 %

24,382

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