JSF Financial, LLC

Q1 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$510,079
Net value change ($000)
+27,647 (5.7%)
New positions
7
Sold out positions
13
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 26,404 86.3%
SDVY 13,128 59.6%
IEFA 8,162 189.9%
AVEM 4,510 NEW
CGGR 3,900 10.0%
BKDV 3,764 212.1%
JEPI 1,332 52.6%
JBL 1,273 NEW
OHI 1,234 NEW
XLC 1,065 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJH -9,074 -82.3%
STIP -7,428 -33.4%
IEMG -3,244 -58.7%
MSFT -2,169 -27.2%
IVV -2,135 -2.5%
SPMD -2,110 -100.0%
AAPL -1,896 -8.3%
FOXA -1,473 -100.0%
FTEC -1,274 -49.7%
QQQ -1,265 -8.4%
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