Jfs Wealth Advisors
Jfs Wealth Advisors reported 2,253 stocks worth $2B in its 13F filing for Q2 2026, filed Jul 10, 2026. Its largest holdings are Dimensional ETF Trust (10.0%), DFAX (6.9%) and DFUS (5.5%). Compared with Q1 2026, the fund added to DFAX, AGG and IVV, trimmed DFUS, IWB and BRK.B and sold out of IAGG, GPZ and TLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $200M | 10.0% | 4.5M | +469K (+12%) | 8 of 8 | |
| 2 |  DFAX Dimensional ETF Trust | $138M | 6.9% | 3.7M | +6,179 (+0%) | 8 of 8 | |
| 3 |  DFUS Dimensional US Equity Market ETF | $109M | 5.5% | 1.3M | −24K (−2%) | 8 of 8 | |
| 4 |  IWB Ishares TR | $80.4M | 4.0% | 196K | −3,116 (−2%) | 8 of 8 | |
| 5 |  AGG Ishares TR | $73.4M | 3.7% | 742K | +41K (+6%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $69.4M | 3.5% | 93K | +4,153 (+5%) | 8 of 8 | |
| 7 |  IJH Ishares TR | $55.8M | 2.8% | 724K | +11K (+2%) | 8 of 8 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $51.6M | 2.6% | 103K | −1,324 (−1%) | 8 of 8 | |
| 9 |  IJR Ishares TR | $46.9M | 2.3% | 316K | −2,677 (−1%) | 8 of 8 | |
| 10 |  DFAI Dimensional Intern Core | $44M | 2.2% | 1.1M | +54K (+5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $2.1M | 9,338 |
 IAGG Ishares TR | $998K | 20K |
 GPZ Vaneck ETF Trust | $76K | 3,550 |
 TLT Ishares TR | $75K | 863 |
 ICVT Ishares TR Conv BD ETF | $62K | 609 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Jfs Wealth Advisors 13F FAQ
What does Jfs Wealth Advisors own?
Jfs Wealth Advisors reported 2,253 stocks worth $2B in its 13F filing for Q2 2026, filed Jul 10, 2026. Its largest holdings are Dimensional ETF Trust (10.0%), DFAX (6.9%) and DFUS (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Jfs Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 420 new positions, 946 added to, 432 trimmed and 55 sold out. It sold all of IAGG, GPZ and TLT.
When will Jfs Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Jfs Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.