Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JFS WEALTH ADVISORS, LLC (CIK 1568068) reported $1.79B across 1,875 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($157.2M, 8.80%), DFAX ($127.0M, 7.10%), DFUS ($96.3M, 5.39%), IWB ($71.1M, 3.98%), AGG ($69.6M, 3.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $157.2M | 8.80% | 4.0M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $127.0M | 7.10% | 3.7M | Trimmed |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $96.3M | 5.39% | 1.4M | Trimmed |
| 4 | IWB | ISHARES TR | $71.1M | 3.98% | 199,371 | Trimmed |
| 5 | AGG | ISHARES TR | $69.6M | 3.89% | 700,628 | Added |
| 6 | IVV | ISHARES TR | $57.9M | 3.24% | 88,570 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.0M | 2.80% | 104,445 | Trimmed |
| 8 | IJH | ISHARES TR | $48.2M | 2.70% | 713,381 | Added |
| 9 | MUB | ISHARES TR | $41.0M | 2.29% | 385,993 | Added |
| 10 | VTEB | VANGUARD MUN BD FDS | $40.5M | 2.26% | 811,204 | Added |
| 11 | IJR | ISHARES TR | $39.6M | 2.22% | 318,649 | Added |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $39.5M | 2.21% | 1.0M | Added |
| 13 | IWF | ISHARES TR | $33.4M | 1.87% | 78,355 | Trimmed |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $32.7M | 1.83% | 509,610 | Trimmed |
| 15 | IEFA | ISHARES TR | $31.2M | 1.74% | 344,211 | Added |
| 16 | IVE | ISHARES TR | $27.6M | 1.54% | 130,730 | Added |
| 17 | AAPL | APPLE INC | $25.2M | 1.41% | 99,225 | Trimmed |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $22.7M | 1.27% | 671,726 | Trimmed |
| 19 | IEMG | ISHARES INC | $22.5M | 1.26% | 322,818 | Trimmed |
| 20 | DFAU | DIMENSIONAL ETF TRUST | $21.9M | 1.23% | 486,035 | Added |
| 21 | BND | VANGUARD BD INDEX FDS | $19.6M | 1.10% | 265,985 | Added |
| 22 | DFIC | DIMENSIONAL ETF TRUST | $17.9M | 1.00% | 503,716 | Added |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | $16.7M | 0.93% | 329,687 | Added |
| 24 | IVW | ISHARES TR | $16.0M | 0.90% | 141,475 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $15.7M | 0.88% | 48,812 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31