JFS WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Hermitage, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,775,030
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.186 M | 66.8% | 50.68 K | 0 | 50.68 K |
| ETFs | 586.5 K | 33.0% | 15.07 K | 0 | 15.07 K |
| Debt | 2.654 K | 0.1% | 0 | 39 | -39 |
| Other | 114 | 0.0% | 61 | 0 | 61 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
1,775,030
Holdings
1918
QoQ value change ($000)
65,753
(3.8%)
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.