JSF Financial, LLC

Est. AUM

$510.1M

13F long equity, this entity only

Positions

126

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$83.1M	127252	16.30%	SOLE
2	AMERICAN CENTY ETF TR	INTL EQT ETF	$57.0M	671730	11.17%	SOLE
3	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$42.8M	1063800	8.38%	SOLE
4	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$35.2M	891631	6.89%	SOLE
5	ISHARES TR	RUS TP200 VL ETF	$25.9M	279803	5.08%	SOLE
6	APPLE INC	COM	$21.0M	82889	4.12%	SOLE
7	ISHARES TR	RUS TP200 GR ETF	$19.6M	78861	3.85%	SOLE
8	ISHARES GOLD TR	ISHARES NEW	$19.0M	215168	3.72%	SOLE
9	ISHARES TR	0-5 YR TIPS ETF	$14.8M	142972	2.90%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$13.7M	23759	2.69%	SOLE
11	ISHARES TR	CORE MSCI EAFE	$12.5M	137649	2.44%	SOLE
12	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$9.8M	179305	1.92%	SOLE
13	NVIDIA CORPORATION	COM	$9.0M	51743	1.77%	SOLE
14	ALPHABET INC	CAP STK CL A	$6.3M	21755	1.23%	SOLE
15	MICROSOFT CORP	COM	$5.8M	15700	1.14%	SOLE
16	BNY MELLON ETF TRUST II	DYNAMIC VALUE	$5.5M	186738	1.09%	SOLE
17	AMAZON COM INC	COM	$4.8M	23275	0.95%	SOLE
18	ISHARES TR	RUS 1000 GRW ETF	$4.8M	11200	0.94%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.5M	55973	0.88%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	8563	0.80%	SOLE
21	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.9M	68183	0.76%	SOLE
22	ISHARES TR	CORE S&P TTL STK	$3.8M	26641	0.74%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET TEC	$3.2M	24316	0.63%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$3.1M	41050	0.62%	SOLE
25	JPMORGAN CHASE & CO	COM	$3.1M	10469	0.60%	SOLE
26	DOUBLEVERIFY HLDGS INC	COM	$3.0M	316831	0.59%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET CON	$2.7M	32409	0.52%	SOLE
28	ISHARES TR	RUS MID CAP ETF	$2.6M	27021	0.52%	SOLE
29	ALPHABET INC	CAP STK CL C	$2.5M	8557	0.48%	SOLE
30	ISHARES INC	CORE MSCI EMKT	$2.3M	32761	0.45%	SOLE
31	BROADCOM INC	COM	$2.2M	7198	0.44%	SOLE
32	WALMART INC	COM	$2.2M	17414	0.42%	SOLE
33	EXXON MOBIL CORP	COM	$2.1M	12181	0.41%	SOLE
34	COSTCO WHOLESALE CORPORATION	COM	$2.0M	1996	0.39%	SOLE
35	ISHARES TR	CORE S&P MCP ETF	$2.0M	28951	0.38%	SOLE
36	ISHARES TR	CORE S&P SCP ETF	$1.8M	14627	0.36%	SOLE
37	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2716	0.35%	SOLE
38	DISNEY WALT CO	COM	$1.6M	17041	0.32%	SOLE
39	CASEYS GEN STORES INC	COM	$1.5M	2117	0.30%	SOLE
40	CENTERPOINT ENERGY INC	COM	$1.4M	33144	0.28%	SOLE
41	WOODWARD INC	COM	$1.4M	3959	0.28%	SOLE
42	NISOURCE INC	COM	$1.4M	30191	0.28%	SOLE
43	TRAVELERS COMPANIES INC	COM	$1.4M	4817	0.28%	SOLE
44	CARDINAL HEALTH INC	COM	$1.4M	6612	0.27%	SOLE
45	MCKESSON CORP	COM	$1.4M	1592	0.27%	SOLE
46	FABRINET	SHS	$1.4M	2631	0.27%	SOLE
47	CBOE GLOBAL MKTS INC	COM	$1.4M	4881	0.27%	SOLE
48	VISA INC	COM CL A	$1.4M	4477	0.27%	SOLE
49	GILEAD SCIENCES INC	COM	$1.3M	9651	0.26%	SOLE
50	FLEXTRONICS INTL LTD	ORD	$1.3M	20504	0.26%	SOLE

1–50 of 126

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