JSF Financial, LLC

Q3 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$655,418
Net value change ($000)
+23,257 (3.7%)
New positions
21
Sold out positions
17
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
NVDA 5,685 55.1%
XLK 5,677 182.7%
AAPL 4,147 17.4%
XLU 2,714 NEW
CGGR 2,587 3.8%
IWY 2,551 9.7%
MSFT 2,334 40.4%
EXXONMOBIL HOLDINGS CORP 2,224 NEW
BKDV 1,803 20.4%
AVDE 1,784 2.8%
Top Reduces (Value $000, Stocks/ETFs)
DV -3,029 -88.2%
KLAC -2,560 -100.0%
GLW -1,930 -100.0%
SDVY -1,915 -5.0%
JBL -1,873 -100.0%
WWD -1,731 -100.0%
CASY -1,710 -100.0%
XOM -1,703 -100.0%
AVGO -1,556 -55.6%
FN -1,510 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 11,439 (1.7% of total reported value)
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