JFS WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Hermitage, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,787,283
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 305.5 K | 17.1% | 0 | 880.3 K | -880.3 K |
| ETFs | 1.481 M | 82.8% | 894.2 K | 0 | 894.2 K |
| Debt | 1.083 K | 0.1% | 0 | 1.571 K | -1.571 K |
| Other | 64 | 0.0% | 0 | 50 | -50 |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
1,787,283
Holdings
1889
QoQ value change ($000)
12,253
(0.7%)
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.