JSF Financial, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
JSF Financial, LLC 13F Holdings
CIK 0001802224 · LOS ANGELES, CA
As of Sep 30, 2025, JSF Financial, LLC reported
128 positions worth $450.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 125,533 | $84.0M | 18.64% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 882,565 | $38.8M | 8.60% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 375,742 | $29.6M | 6.58% |
| ISHARES RUSSELL TOP 200 VALUE ETF | IWX | — | 275,939 | $24.2M | 5.38% |
| APPLE INC | AAPL | Technology | 84,616 | $21.5M | 4.78% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 207,812 | $21.5M | 4.76% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 72,640 |
|
9.9M4.41% |
| ISHARES GOLD TRUST | IAU | — | 236,846 |
7.2M | 3.82% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 24,454 |
4.7M | 3.26% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 167,262 |
0.9M | 2.42% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 170,686 | $9.8M | 2.18% |
| NVIDIA CORP | NVDA | Technology | 50,954 | $9.5M | 2.11% |
| MICROSOFT CORP | MSFT | Technology | 15,764 | $8.2M | 1.81% |
| ALPHABET INC | GOOGL | Equity | 24,018 | $5.8M | 1.30% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 12,183 | $5.7M | 1.27% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 82,197 | $5.4M | 1.20% |
| AMAZON.COM INC | AMZN | Equity | 22,826 | $5.0M | 1.11% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 4,665 | $4.3M | 0.96% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 29,368 | $4.3M | 0.95% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 48,820 | $4.3M | 0.95% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 8,384 | $4.2M | 0.93% |
| DOUBLEVERIFY HOLDINGS INC | DV | Technology | 319,831 | $3.8M | 0.85% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 10,210 | $3.2M | 0.71% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 39,942 | $3.1M | 0.69% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 54,531 | $3.1M | 0.69% |