JFS WEALTH ADVISORS, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationhermitage, PA
- CIK0001568068
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,935 | $1.48 B | DFAC, DFAX, DFUS, IWB | 13F-HR | Apr 22, 2025 | 000156806825000002 | ||
1,943 | $1.46 B | DFAC, DFAX, DFUS, IWB | 13F-HR | Jan 30, 2025 | 000156806825000001 | ||
1,963 | $1.49 B | DFAC, DFAX, DFUS, IWB | 13F-HR | Oct 25, 2024 | 000156806824000005 | ||
1,984 | $1.27 B | DFAC, DFAX, DFUS, IWB | 13F-HR | Jul 15, 2024 | 000156806824000003 | ||
2,005 | $1.26 B | DFAX, DFAC, DFUS, IWB | 13F-HR | Apr 30, 2024 | 000156806824000002 | ||
1,994 | $1.18 B | DFAX, DFAC, DFUS, IWB | 13F-HR | Feb 7, 2024 | 000156806824000001 | ||
1,969 | $1.06 B | DFAX, DFAC, DFUS, IWB | 13F-HR | Nov 2, 2023 | 000156806823000005 | ||
1,974 | $1.11 B | DFAX, DFAC, DFUS, AGG | 13F-HR | Aug 7, 2023 | 000156806823000004 | ||
1,952 | $1.06 B | DFAX, DFAC, DFUS, AGG | 13F-HR | Apr 19, 2023 | 000156806823000003 | ||
1,944 | $1.02 B | DFAX, DFAC, DFUS, AGG | 13F-HR | Feb 13, 2023 | 000156806823000002 | ||
1,943 | $911.72 M | DFAX, DFAC, DFUS, AGG | 13F-HR | Oct 21, 2022 | 000156806822000004 | ||
1,944 | $947.07 M | DFAX, DFAC, DFUS, MUB | 13F-HR | Aug 2, 2022 | 000156806822000003 | ||
1,945 | $1.06 B | DFAX, DFAC, DFUS, IWB | 13F-HR | May 2, 2022 | 000156806822000002 | ||
1,919 | $1.06 B | DFAX, DFUS, DFAC, IWB | 13F-HR | Feb 3, 2022 | 000156806822000001 | ||
839 | $974.30 M | DFAX, DFUS, DFAC, IWB | 13F-HR | Nov 9, 2021 | 000156806821000004 | ||
605 | $669.78 M | DFUS, DFAC, IWB, AGG | 13F-HR | Aug 4, 2021 | 000156806821000003 | ||
600 | $490.23 M | IWB, AGG, IJR, BRK.B | 13F-HR | Apr 28, 2021 | 000156806821000002 | ||
586 | $476.34 M | IWB, AGG, IJR, BRK.B | 13F-HR | Feb 1, 2021 | 000156806821000001 | ||
578 | $420.59 M | IWB, AGG, BRK.B, IJR | 13F-HR | Oct 28, 2020 | 000156806820000004 | ||
558 | $385.86 M | IWB, AGG, IJR, BRK.B | 13F-HR | Aug 5, 2020 | 000156806820000003 | ||
526 | $333.52 M | IWB, AGG, BRK.B, IJR | 13F-HR | Apr 29, 2020 | 000156806820000002 | ||
530 | $406.11 M | IWB, IJR, AGG, BRK.B | 13F-HR | Feb 3, 2020 | 000156806820000001 | ||
533 | $392.08 M | IWB, IJR, AGG, BRK.B | 13F-HR | Oct 31, 2019 | 000156806819000004 | ||
472 | $395.08 M | IWB, IJR, BRK.B, AGG | 13F-HR | Aug 6, 2019 | 000156806819000003 | ||
475 | $383.52 M | IWB, IJR, BRK.B, AGG | 13F-HR | Apr 23, 2019 | 000156806819000002 | ||
465 | $373.34 M | IWB, IJR, BRK.B, AGG | 13F-HR | Jan 28, 2019 | 000156806819000001 | ||
538 | $388.38 M | IWB, IJR, BRK.B, AGG | 13F-HR | Nov 9, 2018 | 000156806818000004 | ||
472 | $379.81 M | IWB, IJR, BRK.B, IJH | 13F-HR | Jul 26, 2018 | 000156806818000003 | ||
547 | $378.90 M | IJR, IWB, BRK.B, IJH | 13F-HR | Apr 26, 2018 | 000156806818000002 | ||
551 | $408.29 M | IWB, IJR, BRK.B, IJH | 13F-HR | Jan 31, 2018 | 000156806818000001 | ||
455 | $387.06 M | IWB, IJR, BRK.B, IJH | 13F-HR | Oct 20, 2017 | 000156806817000004 | ||
427 | $364.14 M | IWB, IJR, BRK.B, AGG | 13F-HR | Jul 28, 2017 | 000156806817000003 | ||
450 | $369.27 M | IJR, IWB, BRK.B, IJH | 13F-HR | Apr 24, 2017 | 000156806817000002 | ||
449 | $369.27 M | IJR, IWB, BRK.B, IJH | 13F-HR | Jan 30, 2017 | 000156806817000001 | ||
491 | $349.91 M | IJR, IWB, BRK.B, AGG | 13F-HR | Oct 26, 2016 | 000156806816000008 | ||
508 | $361.98 M | IJR, IWB, BRK.B, AGG | 13F-HR | Jul 25, 2016 | 000156806816000007 | ||
649 | $339.32 M | IJR, IWB, BRK.B, AGG | 13F-HR | Apr 25, 2016 | 000156806816000006 | ||
548 | $347.21 M | IJR, IWB, BRK.B, AGG | 13F-HR | Feb 3, 2016 | 000156806816000005 | ||
488 | $227.15 M | BRK.B, PRFUSD, POWERSHARES ETF TRUST, VTI | 13F-HR | Oct 27, 2015 | 000156806815000004 | ||
512 | $194.80 M | PRFUSD, POWERSHARES ETF TRUST, VTI, DTD | 13F-HR | Jul 31, 2015 | 000156806815000003 | ||
515 | $213.22 M | BRK.B, PRFUSD, POWERSHARES ETF TRUST, VTI | 13F-HR | Apr 28, 2015 | 000156806815000002 | ||
533 | $629.39 M | BRK.A, BRK.B, PRFUSD, POWERSHARES ETF TRUST | 13F-HR | Jan 23, 2015 | 000156806815000001 | ||
495 | $572.10 M | BRK.A, BRK.B, PRFUSD, POWERSHARES ETF TRUST | 13F-HR | Oct 29, 2014 | 000156806814000006 | ||
488 | $546.28 M | BRK.A, BRK.B, PRFUSD, POWERSHARES ETF TRUST | 13F-HR | Jul 29, 2014 | 000156806814000005 | ||
112 | $180.50 B | POWERSHARES ETF TRUST, DTD, VTI, PRFUSD | 13F-HR | Apr 17, 2014 | 000156806814000004 | ||
128 | $229.58 M | VTI, DTD, BRK.B, POWERSHARES ETF TRUST | 13F-HR | Jan 14, 2014 | 000156806814000001 |