JSF Financial, LLC

Q3 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
128
Total value ($000)
$450,806
Net value change ($000)
+30,036 (7.1%)
New positions
11
Sold out positions
11
Turnover %
10.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVDE 29,646 NEW
IAU 15,385 831.6%
AAPL 3,859 21.8%
IWX 2,620 12.1%
GOOGL 2,561 78.1%
IVV 2,071 2.5%
CGGR 1,559 4.2%
IWY 1,552 8.5%
WRB 1,327 NEW
NI 1,306 NEW
Top Reduces (Value $000, Stocks/ETFs)
IEFA -24,543 -85.2%
XLI -8,231 -97.4%
TMUS -1,260 -100.0%
PGR -1,225 -100.0%
BRO -1,213 -100.0%
WM -1,196 -100.0%
XLU -1,100 -45.9%
BRK-B -1,078 -20.4%
UNM -1,062 -100.0%
FTNT -1,003 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type