JSF Financial, LLC - Portfolio overview

JSF Financial, LLC has 148 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 15.56%
2. AVDE - AMERICAN CENTY ETF TR, 10.67%
3. CGGR - CAPITAL GROUP GROWTH ETF, 8.00%

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

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