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.
JSF Financial, LLC (CIK 1802224) reported $510.1M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($83.1M, 16.30%), AVDE ($57.0M, 11.17%), CGGR ($42.8M, 8.38%), SDVY ($35.2M, 6.89%), IWX ($25.9M, 5.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $83.1M | 16.30% | 127,252 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $57.0M | 11.17% | 671,730 | Added |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | $42.8M | 8.38% | 1.1M | Added |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $35.2M | 6.89% | 891,631 | Added |
| 5 | IWX | ISHARES TR | $25.9M | 5.08% | 279,803 | Added |
| 6 | AAPL | APPLE INC | $21.0M | 4.12% | 82,889 | Trimmed |
| 7 | IWY | ISHARES TR | $19.6M | 3.85% | 78,861 | Added |
| 8 | IAU | ISHARES GOLD TR | $19.0M | 3.72% | 215,168 | Trimmed |
| 9 | STIP | ISHARES TR | $14.8M | 2.90% | 142,972 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $13.7M | 2.69% | 23,759 | Trimmed |
| 11 | IEFA | ISHARES TR | $12.5M | 2.44% | 137,649 | Added |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | $9.8M | 1.92% | 179,305 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $9.0M | 1.77% | 51,743 | Added |
| 14 | GOOGL | ALPHABET INC | $6.3M | 1.23% | 21,755 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $5.8M | 1.14% | 15,700 | Trimmed |
| 16 | BKDV | BNY MELLON ETF TRUST II | $5.5M | 1.09% | 186,738 | Added |
| 17 | AMZN | AMAZON COM INC | $4.8M | 0.95% | 23,275 | Trimmed |
| 18 | IWF | ISHARES TR | $4.8M | 0.94% | 11,200 | Trimmed |
| 19 | AVEM | AMERICAN CENTY ETF TR | $4.5M | 0.88% | 55,973 | New |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.1M | 0.80% | 8,563 | Added |
| 21 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.9M | 0.76% | 68,183 | Added |
| 22 | ITOT | ISHARES TR | $3.8M | 0.74% | 26,641 | Trimmed |
| 23 | XLK | SELECT SECTOR SPDR TR | $3.2M | 0.63% | 24,316 | Added |
| 24 | SPLG | SPDR SERIES TRUST | $3.1M | 0.62% | 41,050 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $3.1M | 0.60% | 10,469 | Added |
Source: SEC Form 13F filings · as of 2026-03-31