JFS WEALTH ADVISORS, LLC - Portfolio Stock Holdings
JFS WEALTH ADVISORS, LLC disclosed 2290 stock positions in a recent SEC 13F filing. $2,004,319,680 of stock holdings were filed, with the largest holdings including DFAC, DFAX, and DFUS. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $4,729,065,800 and has 89 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
2290Est. Stock Holding Value:
$2,004,319,680Top Stock Holdings By Sector
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Portfolio Stock Holdings - JFS WEALTH ADVISORS, LLC
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% of Portfolio
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