JFS WEALTH ADVISORS, LLC: 13F holdings
CIK 15680682026Q2
| Positions | 2,253 |
|---|---|
| Reported value | $2.0bn |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4,515,601 | $200.3m | 10.0% |
| DFAX DIMENSIONAL ETF TRUST | 3,743,466 | $137.9m | 6.9% |
| DFUS DIMENSIONAL ETF TRUST | 1,333,612 | $109.3m | 5.4% |
| IWB ISHARES TR | 196,255 | $80.4m | 4.0% |
| AGG ISHARES TR | 741,875 | $73.4m | 3.7% |
| IVV ISHARES TR | 92,723 | $69.4m | 3.5% |
| IJH ISHARES TR | 724,208 | $55.8m | 2.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 103,121 | $51.6m | 2.6% |
| IJR ISHARES TR | 315,972 | $46.9m | 2.3% |
| DFAI DIMENSIONAL ETF TRUST | 1,067,709 | $44.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1568068")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.