JFS WEALTH ADVISORS, LLC - Portfolio overview

JFS WEALTH ADVISORS, LLC has 2013 reported holdings in this dataset, with the latest filing dated 2026-04-21.

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. DFAC - DIMENSIONAL ETF TRUST, 8.78%
2. DFAX - DIMENSIONAL ETF TRUST, 7.09%
3. DFUS - DIMENSIONAL ETF TRUST, 5.38%

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

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