JFS WEALTH ADVISORS, LLC
Follow13F filer, CIK 1568068, HERMITAGE, PA
JFS WEALTH ADVISORS, LLC reported $1,571,276,265 across 1,865 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-24. Its ten largest share positions make up 43.21% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001568068-25-000003
- Period
- 2025-06-30
- Reported value
- $1.57B
- Holdings
- 1,865
- Top 10 weight
- 43.21%
- New
- 53
- Sold out
- 123
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DFICadded | +139,492 | $4.34M |
| IDEVadded | +49,926 | $3.8M |
| DFACadded | +99,260 | $3.56M |
| DFAUadded | +69,935 | $2.96M |
| SUBadded | +22,320 | $2.37M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MUBreduced | -116,418 | -$12.2M |
| TFIreduced | -64,890 | -$2.9M |
| IWFreduced | -4,655 | -$1.98M |
| AAPLreduced | -6,598 | -$1.35M |
| DFAIreduced | -25,581 | -$884K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,865 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VTEIVANGUARD MUN BD FDS | 4,195 | $415K | shares |
| MLNVANECK ETF TRUST | 23,500 | $409K | shares |
| USFRWISDOMTREE TR | 4,087 | $206K | shares |
| AVDEAMERICAN CENTY ETF TR | 1,091 | $72.3K | shares |
| JNKSPDR SERIES TRUST | 640 | $61K | shares |
| AVUVAMERICAN CENTY ETF TR | 685 | $59.7K | shares |
| AVLVAMERICAN CENTY ETF TR | 910 | $59.3K | shares |
| TSPAT ROWE PRICE EXCHANGE-TRADED | 1,546 | $54.4K | shares |
| BONDPIMCO ETF TR | 586 | $54.2K | shares |
| MUCBLACKROCK MUNIHLDNGS CALI | 5,004 | $53.6K | shares |
| RIGSALPS ETF TR | 2,281 | $52.7K | shares |
| VFMOVANGUARD WELLINGTON FD | 290 | $44K | shares |
| FNDXSCHWAB STRATEGIC TR | 1,851 | $43.7K | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 251 | $42.9K | shares |
| SLYVSPDR SERIES TRUST | 530 | $41.6K | shares |
| MPLXMPLX LP | 700 | $37.5K | shares |
| CRLCHARLES RIV LABS INTL INC | 190 | $28.6K | shares |
| FHLCFIDELITY COVINGTON TRUST | 375 | $25.6K | shares |
| APOGAPOGEE ENTERPRISES INC | 527 | $24.4K | shares |
| FNDFSCHWAB STRATEGIC TR | 546 | $19.7K | shares |
| HARDSIMPLIFY EXCHANGE TRADED FUN | 630 | $19.6K | shares |
| KBESPDR SERIES TRUST | 335 | $17.8K | shares |
| UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW | 384 | $16.2K | shares |
| HFXINYLIM ETF TR | 484 | $13.3K | shares |
| BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC | 184 | $12.8K | shares |
| PBWINVESCO EXCHANGE TRADED FD T | 759 | $11.9K | shares |
| FINXGLOBAL X FDS | 421 | $11.6K | shares |
| STLASTELLANTIS N.V | 749 | $8.4K | shares |
| BARRICK GOLD CORPBARRICK GOLD CORP | 411 | $7.99K | shares |
| FVFIRST TR EXCHANGE TRADED FD | 133 | $7.3K | shares |
| BIDUBAIDU INC | 77 | $7.09K | shares |
| AVTRAVANTOR INC | 366 | $5.93K | shares |
| OLNOLIN CORP | 240 | $5.82K | shares |
| DLXDELUXE CORP MEDIUM TERM NTS | 351 | $5.55K | shares |
| MUSTCOLUMBIA ETF TR I | 255 | $5.13K | shares |
| FIRST LONG IS CORPFIRST LONG IS CORP | 300 | $3.71K | shares |
| BANCOLOMBIA S ABANCOLOMBIA S A | 79 | $3.18K | shares |
| GLPIGAMING & LEISURE P | 50 | $2.54K | shares |
| LSCCLATTICE SEMICONDUCTOR CORP | 48 | $2.52K | shares |
| NORDSTROM INCNORDSTROM INC | 92 | $2.25K | shares |
| SNNSMITH & NEPHEW PLC | 74 | $2.1K | shares |
| EFOREVERFORTH INC | 31 | $1.95K | shares |
| VISTVISTA ENERGY S.A.B. DE C.V. | 41 | $1.91K | shares |
| TFIITFI INTERNATIONAL INC | 24 | $1.86K | shares |
| SOLARWINDS CORPSOLARWINDS CORP | 97 | $1.79K | shares |
| PACTIV EVERGREEN INCPACTIV EVERGREEN INC | 95 | $1.71K | shares |
| RXORXO INC | 84 | $1.6K | shares |
| WPPWPP PLC NEW | 41 | $1.56K | shares |
| MGKVANGUARD WORLD FD | 5 | $1.55K | shares |
| CGENCOMPUGEN LTD | 1,048 | $1.53K | shares |
| H&E EQUIPMENT SERVICES INCH&E EQUIPMENT SERVICES INC | 14 | $1.33K | shares |
| ASMLASML HLDG NV | 2 | $1.33K | shares |
| MITKMITEK SYS INC | 160 | $1.32K | shares |
| HPHELMERICH & PAYNE INC | 45 | $1.18K | shares |
| NVMINOVA LTD | 6 | $1.11K | shares |
| AZTAAZENTA INC | 27 | $936 | shares |
| ECHOECHOSTAR CORP | 33 | $845 | shares |
| NAVINAVIENT CORPORATION | 65 | $821 | shares |
| ICLRICON PUB LTD CO | 4 | $700 | shares |
| ZEEKR INTELLIGENT TECHNOLOGYZEEKR INTELLIGENT TECHNOLOGY | 28 | $675 | shares |
| SHOOMADDEN STEVEN LTD | 24 | $640 | shares |
| KWRQUAKER HOUGHTON | 5 | $619 | shares |
| LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP | 67 | $531 | shares |
| AMRALPHA METALLURGICAL RESOUR I | 4 | $501 | shares |
| ARWRARROWHEAD PHARMACEUTICALS IN | 39 | $497 | shares |
| OWLBLUE OWL CAPITAL INC | 24 | $481 | shares |
| TPGTPG INC | 10 | $475 | shares |
| BXPBXP INC | 7 | $471 | shares |
| AREALEXANDRIA REAL ESTATE EQ IN | 5 | $463 | shares |
| HLIOHELIOS TECHNOLOGIES INC | 14 | $450 | shares |
| FLUTFLUTTER ENTMT PLC | 2 | $444 | shares |
| BANCBANC OF CALIFORNIA INC | 29 | $412 | shares |
| CAMTCAMTEK LTD | 7 | $411 | shares |
| BWINTHE BALDWIN INSURANCE GRP IN | 9 | $403 | shares |
| BLBLACKLINE INC | 8 | $388 | shares |
| VERINT SYS INCVERINT SYS INC | 21 | $375 | shares |
| GRWGGROWGENERATION CORP | 328 | $355 | shares |
| ENRENERGIZER HLDGS INC | 11 | $330 | shares |
| CYTKCYTOKINETICS INC | 8 | $322 | shares |
| SGRYSURGERY PARTNERS INC | 13 | $309 | shares |
| INTEGRAL AD SCIENCE HLDNG COINTEGRAL AD SCIENCE HLDNG CO | 36 | $291 | shares |
| BEAMBEAM THERAPEUTICS INC | 14 | $274 | shares |
| ORGANIGRAM HLDGS INCORGANIGRAM HLDGS INC | 250 | $253 | shares |
| CHRDCHORD ENERGY CORPORATION | 2 | $226 | shares |
| FOOT LOCKER INCFOOT LOCKER INC | 16 | $226 | shares |
| SNDLSNDL INC | 152 | $215 | shares |
| FMCFMC CORP | 5 | $211 | shares |
| SYNASYNAPTICS INC | 3 | $192 | shares |
| VDCVANGUARD WORLD FD | 1 | $185 | shares |
| LNWOLIGHT & WONDER INC | 2 | $174 | shares |
| NBTBNBT BANCORP INC | 4 | $172 | shares |
| BLCOBAUSCH PLUS LOMB CORP | 11 | $160 | shares |
| BHVNBIOHAVEN LTD | 6 | $145 | shares |
| LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP | 16 | $142 | shares |
| LGIHLGI HOMES INC | 2 | $133 | shares |
| VFFVILLAGE FARMS INTL INC | 200 | $121 | shares |
| RNEMFIRST TR EXCHANGE TRADED FD | 2 | $106 | shares |
| PATTERSON COS INCPATTERSON COS INC | 3 | $94 | shares |
| TANINVESCO EXCH TRADED FD TR II | 3 | $92 | shares |
| CAVACAVA GROUP INC | 1 | $87 | shares |
| PBFPBF ENERGY INC | 4 | $77 | shares |
| ALBALBEMARLE CORP | 1 | $73 | shares |
| EXTREXTREME NETWORKS INC | 5 | $67 | shares |
| CWHCAMPING WORLD HLDGS INC | 4 | $65 | shares |
| RUNSUNRUN INC | 11 | $65 | shares |
| HUNHUNTSMAN CORP | 3 | $48 | shares |
| DIODDIODES INC | 1 | $44 | shares |
| NWNNORTHWEST NAT HLDG CO | 1 | $43 | shares |
| TWSTTWIST BIOSCIENCE CORP | 1 | $40 | shares |
| TALOTALOS ENERGY INC | 4 | $39 | shares |
| FEMSFIRST TR EXCH TRD ALPHDX FD | 1 | $39 | shares |
| MMIMARCUS & MILLICHAP INC | 1 | $35 | shares |
| WPCWP CAREY INC | 0 | $30 | shares |
| BTUPEABODY ENGR CORP | 2 | $28 | shares |
| ALGMALLEGRO MICROSYSTEMS INC | 1 | $26 | shares |
| LILAKLIBERTY LATIN AMERICA LTD | 4 | $25 | shares |
| HIHILLENBRAND INC | 1 | $25 | shares |
| BLUEBIRD BIO INC COM NEWBLUEBIRD BIO INC COM NEW | 5 | $25 | shares |
| NENOBLE CORP PLC | 1 | $24 | shares |
| NABLN-ABLE INC | 2 | $15 | shares |
| AMARIN CORP PLCAMARIN CORP PLC | 30 | $14 | shares |
| VSTSVESTIS CORPORATION | 1 | $10 | shares |
| LILALIBERTY LATIN AMERICA LTD | 1 | $7 | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001568068-25-000003 | base | 2025-07-24 | acceptance time not in the bulk data set |