JFS WEALTH ADVISORS, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$1.7T
Holdings
1,901
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,901 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $133.1M |
DFAXDIMENSIONAL ETF TRUST | $118.3M |
DFUSDIMENSIONAL ETF TRUST | $101.7M |
IWBISHARES TR | $74.0M |
AGGISHARES TR | $61.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $52.4M |
IVVISHARES TR | $50.6M |
IJHISHARES TR | $45.4M |
IWFISHARES TR | $41.0M |
MUBISHARES TR | $40.0M |
VTEBVANGUARD MUN BD FDS | $38.6M |
DFAIDIMENSIONAL ETF TRUST | $36.4M |
IJRISHARES TR | $35.8M |
VEAVANGUARD TAX-MANAGED FDS | $29.4M |
AAPLAPPLE INC | $29.2M |
AQLTISHARES TR | $28.6M |
IVEISHARES TR | $26.3M |
IEMGISHARES INC | $21.3M |
DFAEDIMENSIONAL ETF TRUST | $21.0M |
DFAUDIMENSIONAL ETF TRUST | $20.9M |
BNDVANGUARD BD INDEX FDS | $19.4M |
IVWISHARES TR | $17.8M |
VTIVANGUARD INDEX FDS | $16.4M |
JPSTJ P MORGAN EXCHANGE TRADED F | $16.2M |
SPYSPDR S&P 500 ETF TR | $14.8M |
IWVISHARES TR | $14.4M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $14.3M |
VWOVANGUARD INTL EQUITY INDEX F | $13.9M |
VIGVANGUARD SPECIALIZED FUNDS | $13.7M |
MSFTMICROSOFT CORP | $13.2M |
SPLVINVESCO EXCH TRADED FD TR II | $12.1M |
TFISPDR SERIES TRUST | $10.9M |
IWDISHARES TR | $10.9M |
IJSISHARES TR | $9.2M |
SHYISHARES TR | $9.2M |
IJKISHARES TR | $9.1M |
SUBISHARES TR | $9.0M |
VYMVANGUARD WHITEHALL FDS | $8.2M |
SCHFSCHWAB STRATEGIC TR | $8.0M |
IJTISHARES TR | $7.9M |
SCHBSCHWAB STRATEGIC TR | $7.7M |
DFICDIMENSIONAL ETF TRUST | $7.5M |
GOOGLALPHABET INC | $7.4M |
FDLFIRST TR EXCHANGE-TRADED FD | $7.2M |
VOOVANGUARD INDEX FDS | $6.8M |
IWMISHARES TR | $6.7M |
DFUVDIMENSIONAL ETF TRUST | $6.7M |
SCHGSCHWAB STRATEGIC TR | $6.7M |
JCPBJ P MORGAN EXCHANGE TRADED F | $6.4M |
IJJISHARES TR | $6.4M |
XLKSELECT SECTOR SPDR TR | $6.2M |
GOOGALPHABET INC | $6.1M |
VXFVANGUARD INDEX FDS | $6.0M |
JNJJOHNSON & JOHNSON | $5.8M |
XLRESELECT SECTOR SPDR TR | $5.6M |
SCHESCHWAB STRATEGIC TR | $5.4M |
DONWISDOMTREE TR | $5.3M |
NDQINVESCO QQQ TR | $5.3M |
AMZNAMAZON COM INC | $5.0M |
VXUSVANGUARD STAR FDS | $5.0M |
DWMWISDOMTREE TR | $4.9M |
VYMIVANGUARD WHITEHALL FDS | $4.8M |
EFAISHARES TR | $4.4M |
PGPROCTER AND GAMBLE CO | $4.3M |
RWOSPDR INDEX SHS FDS | $4.3M |
XLFSELECT SECTOR SPDR TR | $4.2M |
DFEMDIMENSIONAL ETF TRUST | $4.0M |
EPDENTERPRISE PRODS PARTNERS L | $4.0M |
XOMEXXON MOBIL CORP | $3.8M |
IBMINTERNATIONAL BUSINESS MACHS | $3.6M |
IDEVISHARES TR | $3.6M |
NVDANVIDIA CORPORATION | $3.5M |
VBRVANGUARD INDEX FDS | $3.5M |
WMTWALMART INC | $3.4M |
VTVVANGUARD INDEX FDS | $3.4M |
AQLTISHARES TR | $3.3M |
DYNFBLACKROCK ETF TRUST | $3.2M |
KLACKLA CORP | $3.2M |
OEFISHARES TR | $3.1M |
JMUBJ P MORGAN EXCHANGE TRADED F | $3.0M |
CATCATERPILLAR INC | $2.9M |
SPDWSPDR INDEX SHS FDS | $2.9M |
IYRISHARES TR | $2.9M |
VBVANGUARD INDEX FDS | $2.8M |
HDHOME DEPOT INC | $2.7M |
XLVSELECT SECTOR SPDR TR | $2.7M |
CVXCHEVRON CORP NEW | $2.6M |
VONEVANGUARD SCOTTSDALE FDS | $2.6M |
PRFZINVESCO EXCHANGE TRADED FD T | $2.6M |
ACGLARCH CAP GROUP LTD | $2.5M |
IWRISHARES TR | $2.5M |
PRFINVESCO EXCHANGE TRADED FD T | $2.5M |
COSTCOSTCO WHSL CORP NEW | $2.5M |
GSGOLDMAN SACHS GROUP INC | $2.4M |
ACWXISHARES TR | $2.4M |
BIVVANGUARD BD INDEX FDS | $2.4M |
ABBVABBVIE INC | $2.4M |
PEPPEPSICO INC | $2.4M |
MCDMCDONALDS CORP | $2.3M |
SCHWSCHWAB CHARLES CORP | $2.3M |
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