Holdings of JFS WEALTH ADVISORS, LLC
1678 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 41.9 % of the equity sleeve
Sector breakdown
- Funds 18.1 %
- Financials 5.3 %
- Technology 3.5 %
- Communication 1.4 %
- Health care 1.2 %
- Consumer staples 1.1 %
- Industrials 1.1 %
- Consumer discretionary 1.0 %
- Energy 0.5 %
- Utilities 0.3 %
- Materials 0.1 %
- Unattributed 66.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- GB 0.1 %
- TW 0.1 %
- KR 0.0 %
- AU 0.0 %
- JP 0.0 %
- ES 0.0 %
- IN 0.0 %
- BR 0.0 %
- ZA 0.0 %
- NL 0.0 %
- MX 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 1,573 | 1.6B $ | 99.82 % |
| 2 | GB | 19 | 909.2K $ | 0.06 % |
| 3 | TW | 3 | 875K $ | 0.05 % |
| 4 | KR | 8 | 139.8K $ | 0.01 % |
| 5 | AU | 3 | 124.7K $ | 0.01 % |
| 6 | JP | 5 | 123.6K $ | 0.01 % |
| 7 | ES | 1 | 89.4K $ | 0.01 % |
| 8 | IN | 3 | 83.1K $ | 0.01 % |
| 9 | BR | 17 | 77.1K $ | 0.00 % |
| 10 | ZA | 4 | 71.9K $ | 0.00 % |
| 11 | NL | 4 | 71.1K $ | 0.00 % |
| 12 | MX | 8 | 35.9K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1,401 | Marzetti Company/The | 11 | 1.5K $ | |
| 1,402 | Schwab U.S. REIT ETF | 70 | 1.5K $ | |
| 1,403 | Cinemark Holdings Inc | 52 | 1.5K $ | |
| 1,404 | Advance Auto Parts Inc | 28 | 1.5K $ | |
| 1,405 | Dutch Bros Inc | 29 | 1.5K $ | |
| 1,406 | Griffon Corp | 20 | 1.5K $ | |
| 1,407 | Telefonica Brasil SA | 91 | 1.4K $ | |
| 1,408 | American States Water Co | 19 | 1.4K $ | |
| 1,409 | Uranium Energy Corp | 105 | 1.4K $ | |
| 1,410 | Bruker Corp | 39 | 1.4K $ | |
| 1,411 | RH INC | 10 | 1.4K $ | |
| 1,412 | Ultrapar Participacoes SA | 253 | 1.4K $ | |
| 1,413 | MGE Energy Inc | 18 | 1.4K $ | |
| 1,414 | Ashland Inc | 25 | 1.4K $ | |
| 1,415 | Exponent Inc | 21 | 1.4K $ | |
| 1,416 | Lantheus Holdings Inc | 18 | 1.4K $ | |
| 1,417 | LifeStance Health Group Inc | 214 | 1.4K $ | |
| 1,418 | Interparfums Inc | 15 | 1.4K $ | |
| 1,419 | Towne Bank/Portsmouth VA | 40 | 1.4K $ | |
| 1,420 | Century Aluminum Co | 23 | 1.4K $ | |
| 1,421 | Banner Corp | 22 | 1.3K $ | |
| 1,422 | Synaptics Inc | 19 | 1.3K $ | |
| 1,423 | Roku Inc | 14 | 1.3K $ | |
| 1,424 | WaFd Inc | 42 | 1.3K $ | |
| 1,425 | La-Z-Boy Inc | 41 | 1.3K $ | |
| 1,426 | First Merchants Corp | 34 | 1.3K $ | |
| 1,427 | Innospec Inc | 18 | 1.3K $ | |
| 1,428 | Tutor Perini Corp | 17 | 1.3K $ | |
| 1,429 | Sylvamo Corp | 31 | 1.3K $ | |
| 1,430 | Caleres Inc | 124 | 1.3K $ | |
| 1,431 | Amneal Pharmaceuticals Inc | 105 | 1.3K $ | |
| 1,432 | RingCentral Inc | 35 | 1.3K $ | |
| 1,433 | Dynatrace Inc | 35 | 1.3K $ | |
| 1,434 | ICU Medical Inc | 10 | 1.3K $ | |
| 1,435 | Krystal Biotech Inc | 5 | 1.3K $ | |
| 1,436 | DENTSPLY SIRONA Inc | 111 | 1.3K $ | |
| 1,437 | UL Solutions Inc | 15 | 1.3K $ | |
| 1,438 | JD.COM INC | 43 | 1.3K $ | |
| 1,439 | California Water Service Group | 28 | 1.3K $ | |
| 1,440 | JetBlue Airways Corp | 286 | 1.3K $ | |
| 1,441 | Bancorp Inc/The | 23 | 1.2K $ | |
| 1,442 | Integer Holdings Corp | 14 | 1.2K $ | |
| 1,443 | Hawkins Inc | 8 | 1.2K $ | |
| 1,444 | Riot Platforms Inc | 99 | 1.2K $ | |
| 1,445 | WD-40 Co | 6 | 1.2K $ | |
| 1,446 | Worthington Steel Inc | 40 | 1.2K $ | |
| 1,447 | CoStar Group Inc | 30 | 1.2K $ | |
| 1,448 | Smith & Nephew PLC | 38 | 1.2K $ | |
| 1,449 | Century Communities Inc | 21 | 1.2K $ | |
| 1,450 | Howard Hughes Holdings Inc | 19 | 1.2K $ | |
| 1,451 | Cohen & Steers Inc | 19 | 1.2K $ | |
| 1,452 | Lennar Corp | 14 | 1.2K $ | |
| 1,453 | Workday Inc | 9 | 1.2K $ | |
| 1,454 | Kymera Therapeutics Inc | 14 | 1.2K $ | |
| 1,455 | TFS Financial Corp | 83 | 1.2K $ | |
| 1,456 | Chemed Corp | 3 | 1.1K $ | |
| 1,457 | Artisan Partners Asset Management Inc | 31 | 1.1K $ | |
| 1,458 | AZZ Inc | 9 | 1.1K $ | |
| 1,459 | Cognex Corp | 23 | 1.1K $ | |
| 1,460 | DraftKings Inc | 52 | 1.1K $ | |
| 1,461 | Atkore Inc | 19 | 1.1K $ | |
| 1,462 | Fidelity Wise Origin Bitcoin Fund | 19 | 1.1K $ | |
| 1,463 | Construction Partners Inc | 10 | 1.1K $ | |
| 1,464 | Central Garden & Pet Co | 34 | 1.1K $ | |
| 1,465 | Polaris Inc | 20 | 1.1K $ | |
| 1,466 | Cia Paranaense de Energia - Copel | 91 | 1.1K $ | |
| 1,467 | Strategic Education Inc | 13 | 1.1K $ | |
| 1,468 | Teleflex Inc | 9 | 1.1K $ | |
| 1,469 | Clearway Energy Inc | 27 | 1.1K $ | |
| 1,470 | H2O America | 18 | 1.1K $ | |
| 1,471 | Vista Energy SAB de CV | 14 | 1.1K $ | |
| 1,472 | Renasant Corp | 29 | 1K $ | |
| 1,473 | Baxter International Inc | 62 | 1K $ | |
| 1,474 | Organon & Co | 174 | 1K $ | |
| 1,475 | Silicon Laboratories Inc | 5 | 1K $ | |
| 1,476 | Choice Hotels International Inc | 10 | 1K $ | |
| 1,477 | Grupo Aeroportuario del Centro Norte SAB de CV | 9 | 1K $ | |
| 1,478 | Simmons First National Corp | 52 | 1K $ | |
| 1,479 | Amentum Holdings Inc | 39 | 1K $ | |
| 1,480 | Samsara Inc | 32 | 1K $ | |
| 1,481 | Carnival PLC | 39 | 1K $ | |
| 1,482 | Chewy Inc | 37 | 999 $ | |
| 1,483 | Levi Strauss & Co | 54 | 999 $ | |
| 1,484 | PACS Group Inc | 31 | 996 $ | |
| 1,485 | John Wiley & Sons Inc | 26 | 991 $ | |
| 1,486 | Artivion Inc | 27 | 989 $ | |
| 1,487 | Gerdau SA | 273 | 986 $ | |
| 1,488 | Under Armour Inc | 170 | 985 $ | |
| 1,489 | Shake Shack Inc | 11 | 974 $ | |
| 1,490 | GOLDMAN SACHS ASSET MANAGEMENT LP | 21 | 970 $ | |
| 1,491 | Vistance Networks Inc | 53 | 965 $ | |
| 1,492 | NCR Atleos Corp | 22 | 959 $ | |
| 1,493 | Rocket Cos Inc | 67 | 955 $ | |
| 1,494 | SM Energy Co | 30 | 936 $ | |
| 1,495 | Talos Energy Inc | 58 | 915 $ | |
| 1,496 | Alarm.com Holdings Inc | 21 | 907 $ | |
| 1,497 | ANGEL STUDIOS INC | 294 | 897 $ | |
| 1,498 | Under Armour Inc | 148 | 875 $ | |
| 1,499 | Weibo Corp | 100 | 875 $ | |
| 1,500 | Rhythm Pharmaceuticals Inc | 10 | 870 $ | |