JSF Financial, LLC
Q4 2025 13F Holdings
- Locationlos angeles, CA
- Num holdings
132
- Value ($000)
$482,432
- Date Filed02/04/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $85.26M | 18 % | 124,474 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $38.85M | 8 % | 873,717 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $30.59M | 6 % | 371,550 | ||
ISHARES TR | RUS TP200 VL ETF | 464289420 | $25.2M | 5 % | 274,344 | ||
APPLE INC | COM | 037833100 | $22.93M | 5 % | 84,352 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $22.22M | 5 % | 216,970 | ||
FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $22.03M | 5 % | 574,867 | ||
ISHARES TR | RUS TP200 GR ETF | 464289438 | $19.3M | 4 % | 69,692 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $18.66M | 4 % | 229,901 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.98M | 3 % | 24,382 |
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