13F filer

JFS Wealth Advisors

As of Jun 30, 2026 Filed Jul 2026 CIK 1568068 SEC filings ↗

13F Value

$2.01B

Positions

2,253

Top Position

DFAC10.0%

Top 5

30.0%

Latest filing changes

vs Mar 31, 2026

1 DFAC Dimensional U.S. Core Equity 2 ETF +11.6%+$20.8M

2 DFIC Dimensional International Core Equity 2 ETF +35.0%+$6.6M

3 AGG iShares Core U.S. Aggregate Bond ETF +5.9%+$4.1M

4 IVV iShares Core S&P 500 ETF +4.7%+$3.1M

5 DFEM Dimensional Emerging Markets Core Equity 2 ETF +26.6%+$2.6M

Holdings2,253

#
1	DFAC Dimensional U.S. Core Equity 2 ETF	10.0%	$200.3M	+11.6%	4.52M	8.8%	ETF
2	DFAX Dimensional World ex U.S. Core Equity 2 ETF	6.9%	$137.9M	+0.2%	3.74M	7.1%	ETF
3	DFUS Dimensional U.S. Equity Market ETF	5.4%	$109.3M	-1.8%	1.33M	5.4%	ETF
4	IWB iShares Russell 1000 ETF	4.0%	$80.4M	-1.6%	196.3K	4.0%	ETF
5	AGG iShares Core U.S. Aggregate Bond ETF	3.7%	$73.4M	+5.9%	741.9K	3.9%	ETF
6	IVV iShares Core S&P 500 ETF	3.5%	$69.4M	+4.7%	92.7K	3.2%	ETF
7	IJH iShares Core S&P Mid-Cap ETF	2.8%	$55.8M	+1.5%	724.2K	2.7%	ETF
8	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 103,121 reported quantity $51,600,467 reported value	2.6%	$51.6M	-1.3%	103.1K	2.8%	Common Stock
9	IJR iShares Core S&P Small-Cap ETF	2.3%	$46.9M	-0.8%	316.0K	2.2%	ETF
10	DFAI Dimensional International Core Equity Market ETF	2.2%	$44.0M	+5.4%	1.07M	2.2%	ETF
11	MUB iShares National Muni Bond ETF	2.1%	$41.7M	+0.4%	387.7K	2.3%	ETF
12	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	2.1%	$41.7M	+1.5%	823.7K	2.3%	ETF
13	IWF iShares Russell 1000 Growth ETF	1.9%	$38.3M	-1.6%	308.5K	1.9%	ETF
14	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.8%	$36.2M	-0.3%	508.2K	1.8%	ETF
15	IEFA iShares Core MSCI EAFE ETF	1.6%	$33.1M	-0.5%	342.6K	1.7%	ETF
16	IVE iShares S&P 500 Value ETF	1.4%	$28.4M	-4.5%	124.9K	1.5%	ETF
17	AAPL Apple	1.4%	$28.3M	-1.6%	97.7K	1.4%	Common Stock
18	DFAE Dimensional Emerging Core Equity Market ETF	1.4%	$27.9M	+3.1%	692.7K	1.3%	ETF
19	DFAU Dimensional US Core Equity Market ETF	1.3%	$25.8M	+2.5%	498.3K	1.2%	ETF
20	IEMG iShares Core MSCI Emerging Markets ETF	1.3%	$25.6M	-4.3%	309.0K	1.3%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing54

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.