JFS WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Hermitage, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,980,676
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 2,184 | 1,980,676 | 13F-HR | JFS WEALTH ADVISORS, LLC |
| Q2 2026 | 7/10/2026 | 2,253 | 2,005,947 | 13F-HR | JFS WEALTH ADVISORS, LLC |
| Q1 2026 | 4/20/2026 | 1,889 | 1,787,283 | 13F-HR | JFS WEALTH ADVISORS, LLC |
| Q4 2025 | 1/14/2026 | 1,918 | 1,775,030 | 13F-HR | JFS WEALTH ADVISORS, LLC |
| Q3 2025 | 11/10/2025 | 1,901 | 1,709,277 | 13F-HR | JFS WEALTH ADVISORS, LLC |
| Q2 2025 | 7/24/2025 | 1,865 | 1,571,276 | 13F-HR | JFS WEALTH ADVISORS, LLC |
| Q2 2014 | 7/29/2014 | 488 | 546,278 | 13F-HR | JFS WEALTH ADVISORS, LLC |
| Q1 2014 | 4/17/2014 | 112 | 180,504 | 13F-HR | JFS WEALTH ADVISORS, LLC |
| Q4 2013 | 1/14/2014 | 128 | 229,579 | 13F-HR | JFS WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 323.5 K | 16.3% | 0 | 1.509 K | -1.509 K |
| ETFs | 1.657 M | 83.6% | 0 | 23.19 K | -23.19 K |
| Debt | 531 | 0.0% | 0 | 600 | -600 |
| Other | 75 | 0.0% | 14 | 0 | 14 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
1,980,676
Holdings
2184
QoQ value change ($000)
-25,271
(-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.