PFS Partners, LLC - Portfolio overview

PFS Partners, LLC has 605 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JAAA - JANUS DETROIT STR TR, 10.57%
2. KJAN - INNOVATOR ETFS TRUST, 9.66%
3. DGRO - ISHARES TR, 7.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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