JSF Financial, LLC - Portfolio Stock Holdings
JSF Financial, LLC disclosed 154 stock positions in a recent SEC 13F filing. $620,157,927 of stock holdings were filed, with the largest holdings including IVV, CGGR, and AVDE. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,972,324,463 and has 27 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:
154Est. Stock Holding Value:
$620,157,927Top Stock Holdings By Sector
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Portfolio Stock Holdings - JSF Financial, LLC
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Portfolio Options Holdings - JSF Financial, LLC
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