JFS WEALTH ADVISORS, LLC

Est. AUM

$1.77B

13F long equity, this entity only

Positions

1,883

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$157.2M	4046394	8.87%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$127.0M	3737287	7.16%	SOLE
3	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$96.3M	1357480	5.43%	SOLE
4	ISHARES TR	RUS 1000 ETF	$71.1M	199371	4.01%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$69.6M	700628	3.92%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$57.9M	88570	3.26%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$50.0M	104445	2.82%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$48.2M	713381	2.72%	SOLE
9	ISHARES TR	NATIONAL MUN ETF	$41.0M	385993	2.31%	SOLE
10	VANGUARD MUN BD FDS	TAX EXEMPT BD	$40.5M	811204	2.28%	SOLE
11	ISHARES TR	CORE S&P SCP ETF	$39.6M	318649	2.23%	SOLE
12	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$39.5M	1013438	2.23%	SOLE
13	ISHARES TR	RUS 1000 GRW ETF	$33.4M	78355	1.88%	SOLE
14	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$32.7M	509610	1.84%	SOLE
15	ISHARES TR	CORE MSCI EAFE	$31.2M	344211	1.76%	SOLE
16	ISHARES TR	S&P 500 VAL ETF	$27.6M	130730	1.56%	SOLE
17	APPLE INC	COM	$25.2M	99225	1.42%	SOLE
18	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$22.7M	671726	1.28%	SOLE
19	ISHARES INC	CORE MSCI EMKT	$22.5M	322818	1.27%	SOLE
20	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$21.9M	486035	1.24%	SOLE
21	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$19.6M	265985	1.10%	SOLE
22	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$17.9M	503716	1.01%	SOLE
23	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$16.7M	329687	0.94%	SOLE
24	ISHARES TR	S&P 500 GRWT ETF	$16.0M	141475	0.90%	SOLE
25	VANGUARD INDEX FDS	TOTAL STK MKT	$15.7M	48812	0.88%	SOLE
26	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$15.2M	281455	0.86%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL A	$13.6M	19	0.77%	SOLE
28	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$13.4M	62431	0.76%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.1M	20181	0.74%	SOLE
30	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$12.8M	271776	0.72%	SOLE
31	ISHARES TR	RUSSELL 3000 ETF	$12.0M	32359	0.68%	SOLE
32	ISHARES TR	RUS 1000 VAL ETF	$11.5M	53950	0.65%	SOLE
33	MICROSOFT CORP	COM	$9.6M	25946	0.54%	SOLE
34	ISHARES TR	S&P MC 400GR ETF	$9.4M	93755	0.53%	SOLE
35	ALPHABET INC	CAP STK CL A	$9.4M	32706	0.53%	SOLE
36	ISHARES TR	SHRT NAT MUN ETF	$9.1M	85703	0.51%	SOLE
37	ISHARES TR	1 3 YR TREAS BD	$8.8M	106582	0.50%	SOLE
38	ISHARES TR	SP SMCP600VL ETF	$8.6M	72337	0.48%	SOLE
39	SCHWAB STRATEGIC TR	INTL EQTY ETF	$8.5M	344002	0.48%	SOLE
40	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$8.4M	243468	0.47%	SOLE
41	ISHARES TR	S&P SML 600 GWT	$8.1M	55968	0.46%	SOLE
42	FIRST TR EXCHANGE-TRADED FD	SHS	$8.1M	158536	0.45%	SOLE
43	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.7M	52324	0.44%	SOLE
44	JOHNSON & JOHNSON	COM	$7.5M	30749	0.42%	SOLE
45	SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.5M	298692	0.42%	SOLE
46	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$7.4M	152003	0.42%	SOLE
47	ALPHABET INC	CAP STK CL C	$7.2M	25098	0.41%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$7.0M	154341	0.39%	SOLE
49	ISHARES TR	RUSSELL 2000 ETF	$6.8M	27574	0.39%	SOLE
50	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.7M	11166	0.38%	SOLE

1–50 of 1,883

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.