JFS WEALTH ADVISORS, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001568068 · HERMITAGE, PA

As of Sep 30, 2025, JFS WEALTH ADVISORS, LLC reported 1,904 positions worth .6B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	3,451,406	33.1M	8.16%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF	DFAX	—	3,770,416	18.3M	7.25%
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	1,404,306	01.7M	6.24%
ISHARES RUSSELL 1000 ETF	IWB	—	202,607	$74.0M	4.54%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	613,711	$61.5M	3.77%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	104,300	$52.4M	3.22%
ISHARES CORE S&P 500 ETF	IVV	—	75,605	$50.6M	3.10%
ISHARES CORE S&P MID-CAP ETF	IJH	—	695,193	$45.4M	2.78%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	87,519	$41.0M	2.51%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	375,677	$40.0M	2.45%
VANGUARD TAX-EXEMPT BOND INDEX FUND	VTEB	—	771,072	$38.6M	2.37%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	DFAI	—	1,000,974	$36.4M	2.23%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	301,457	$35.8M	2.20%
VANGUARD TAX-MANAGED FUNDS	VEA	—	490,932	$29.4M	1.80%
APPLE INC	AAPL	Technology	114,826	$29.2M	1.79%
ISHARES CORE MSCI EAFE ETF	IEFA	—	328,133	$28.6M	1.76%
ISHARES S&P 500 VALUE ETF	IVE	—	127,409	$26.3M	1.61%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	322,562	$21.3M	1.30%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	DFAE	—	667,411	$21.0M	1.29%
DIMENSIONAL US CORE EQUITY MARKET ETF	DFAU	—	457,644	$20.9M	1.28%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	260,328	9.4M	1.19%
ISHARES S&P 500 GROWTH ETF	IVW	—	147,385	7.8M	1.09%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	49,974	6.4M	1.01%
JPMORGAN ULTRA-SHORT INCOME	JPST	—	319,797	6.2M	0.99%
SPDR S&P 500 ETF TRUST	SPY	—	22,241	4.8M	0.91%