JFS WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Hermitage, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,005,947
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 325 K | 16.2% | 19.55 K | 0 | 19.55 K |
| ETFs | 1.68 M | 83.7% | 199 K | 0 | 199 K |
| Debt | 1.131 K | 0.1% | 48 | 0 | 48 |
| Other | 61 | 0.0% | 0 | 3 | -3 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
2,005,947
Holdings
2253
QoQ value change ($000)
218,664
(12.2%)
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.