Notify me when JFS WEALTH ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,899 | $1,709,276,742 | +$57,585,260 | -$20,336,874 | +$37,248,386 | DFAC, DFAX, DFUS, IWB, AGG | 13F-HR | 10 Nov 2025, 15:59 |
| Q2 2025 | 1,866 | $1,571,276,251 | +$39,094,908 | -$37,356,658 | +$1,738,250 | DFAC, DFAX, DFUS, IWB, AGG | 13F-HR | 24 Jul 2025, 15:59 |
| Q1 2025 | 1,935 | $1,477,338,749 | +$54,788,997 | -$23,615,865 | +$31,173,132 | DFAC, DFAX, DFUS, IWB, AGG | 13F-HR | 22 Apr 2025, 16:35 |
| Q4 2024 | 1,944 | $1,463,361,573 | +$44,414,648 | -$35,016,652 | +$9,397,996 | DFAC, DFAX, DFUS, IWB, AGG | 13F-HR | 30 Jan 2025, 17:59 |
| Q3 2024 | 1,962 | $1,494,137,780 | +$162,881,640 | -$14,373,082 | +$148,508,558 | DFAC, DFAX, DFUS, IWB, AGG | 13F-HR | 25 Oct 2024, 17:27 |
| Q2 2024 | 1,983 | $1,268,016,719 | +$25,487,702 | -$24,861,955 | +$625,747 | DFAC, DFAX, DFUS, IWB, AGG | 13F-HR | 15 Jul 2024, 14:05 |
| Q1 2024 | 2,007 | $1,259,570,171 | +$78,943,615 | -$30,496,359 | +$48,447,256 | DFAX, DFAC, DFUS, IWB, AGG | 13F-HR | 30 Apr 2024, 13:58 |
| Q4 2023 | 1,995 | $1,176,587,237 | +$64,638,512 | -$47,015,845 | +$17,622,667 | DFAX, DFAC, DFUS, IWB, AGG | 13F-HR | 07 Feb 2024, 14:45 |
| Q3 2023 | 1,970 | $1,059,734,960 | +$31,714,836 | -$36,180,615 | -$4,465,779 | DFAX, DFAC, DFUS, IWB, MUB | 13F-HR | 02 Nov 2023, 14:30 |
| Q2 2023 | 1,974 | $1,111,772,734 | +$26,167,844 | -$14,985,870 | +$11,181,974 | DFAX, DFAC, DFUS, AGG, IWB | 13F-HR | 07 Aug 2023, 13:56 |
| Q1 2023 | 1,952 | $1,060,430,089 | +$15,300,518 | -$19,135,658 | -$3,835,140 | DFAX, DFAC, DFUS, AGG, IWB | 13F-HR | 19 Apr 2023, 16:02 |
| Q4 2022 | 1,943 | $1,021,914,358 | +$77,440,491 | -$40,301,719 | +$37,138,772 | DFAX, DFAC, DFUS, AGG, MUB | 13F-HR | 13 Feb 2023, 12:18 |
| Q3 2022 | 1,713 | $911,521,000 | +$41,524,840 | -$16,725,852 | +$24,798,988 | DFAX, DFAC, DFUS, AGG, MUB | 13F-HR | 20 Oct 2022, 20:15 |
| Q2 2022 | 1,708 | $946,841,000 | +$76,112,552 | -$42,723,471 | +$33,389,081 | DFAX, DFAC, DFUS, MUB, AGG | 13F-HR | 02 Aug 2022, 15:01 |
| Q1 2022 | 1,800 | $1,059,215,000 | +$79,659,008 | -$24,105,956 | +$55,553,052 | DFAX, DFAC, DFUS, IWB, AGG | 13F-HR | 02 May 2022, 16:50 |
| Q4 2021 | 1,685 | $1,060,235,000 | +$44,820,177 | -$18,483,748 | +$26,336,429 | DFAX, DFUS, DFAC, IWB, AGG | 13F-HR | 03 Feb 2022, 17:12 |
| Q3 2021 | 826 | $974,271,000 | +$325,768,519 | -$18,555,276 | +$307,213,243 | DFAX, DFUS, DFAC, IWB, AGG | 13F-HR | 08 Nov 2021, 18:20 |
| Q2 2021 | 590 | $669,763,000 | +$169,850,874 | -$15,601,808 | +$154,249,066 | DFUS, DFAC, IWB, AGG, IJR | 13F-HR | 04 Aug 2021, 15:40 |
| Q1 2021 | 581 | $490,200,000 | +$14,412,872 | -$27,531,183 | -$13,118,311 | IWB, AGG, IJR, BRKB, IJH | 13F-HR | 28 Apr 2021, 12:25 |
| Q4 2020 | 567 | $476,277,000 | +$16,528,545 | -$11,542,063 | +$4,986,482 | IWB, AGG, IJR, BRKB, IJH | 13F-HR | 01 Feb 2021, 17:03 |
| Q3 2020 | 551 | $420,557,000 | +$29,585,244 | -$9,893,325 | +$19,691,919 | IWB, AGG, BRKB, IJR, SPLV | 13F-HR | 28 Oct 2020, 14:57 |
| Q2 2020 | 521 | $385,845,000 | +$24,613,757 | -$15,025,612 | +$9,588,145 | IWB, AGG, IJR, BRKB, SPLV | 13F-HR | 05 Aug 2020, 16:26 |
| Q1 2020 | 496 | $333,474,000 | +$28,952,201 | -$15,377,275 | +$13,574,926 | IWB, AGG, BRKB, IJR, SPLV | 13F-HR | 29 Apr 2020, 12:56 |
| Q4 2019 | 509 | $406,086,000 | +$9,857,677 | -$16,498,346 | -$6,640,669 | IWB, IJR, AGG, BRKB, IJH | 13F-HR | 03 Feb 2020, 14:34 |
| Q3 2019 | 515 | $392,038,000 | +$4,611,973 | -$9,907,547 | -$5,295,574 | IWB, IJR, AGG, BRKB, IJH | 13F-HR | 30 Oct 2019, 17:54 |
| Q2 2019 | 456 | $395,073,000 | +$12,893,707 | -$10,571,338 | +$2,322,369 | IWB, IJR, BRKB, AGG, IJH | 13F-HR | 06 Aug 2019, 12:38 |
| Q1 2019 | 458 | $383,508,000 | +$5,147,621 | -$29,261,243 | -$24,113,622 | IWB, IJR, BRKB, AGG, IJH | 13F-HR | 23 Apr 2019, 16:16 |
| Q4 2018 | 446 | $373,332,000 | +$45,335,581 | -$16,699,552 | +$28,636,029 | IWB, IJR, BRKB, AGG, IJH | 13F-HR | 25 Jan 2019, 21:09 |
| Q3 2018 | 520 | $388,364,000 | +$8,031,857 | -$14,337,969 | -$6,306,112 | IWB, IJR, BRKB, AGG, IJH | 13F-HR | 09 Nov 2018, 15:09 |
| Q2 2018 | 454 | $379,685,000 | +$33,635,503 | -$36,356,378 | -$2,720,875 | IWB, IJR, BRKB, IJH, AGG | 13F-HR | 25 Jul 2018, 17:31 |
| Q1 2018 | 516 | $378,877,000 | +$11,534,044 | -$30,528,322 | -$18,994,278 | IJR, IWB, BRKB, IJH, AGG | 13F-HR | 26 Apr 2018, 17:18 |
| Q4 2017 | 527 | $408,275,000 | +$18,736,514 | -$7,049,801 | +$11,686,713 | IWB, IJR, BRKB, IJH, AGG | 13F-HR | 30 Jan 2018, 18:30 |
| Q3 2017 | 437 | $387,056,000 | +$18,712,633 | -$8,399,335 | +$10,313,298 | IWB, IJR, BRKB, IJH, AGG | 13F-HR | 20 Oct 2017, 11:22 |
| Q2 2017 | 409 | $364,139,000 | +$24,403,921 | -$46,502,668 | -$22,098,747 | IWB, IJR, BRKB, AGG, IJH | 13F-HR | 28 Jul 2017, 10:48 |
| Q1 2017 | 435 | $337,087,000 | $0 | $0 | $0 | IWB, BRKB, IJH, AGG, PRF | 13F-HR | 24 Apr 2017, 12:40 |
| Q4 2016 | 435 | $369,261,000 | +$37,189,782 | -$26,346,588 | +$10,843,194 | IJR, IWB, BRKB, IJH, AGG | 13F-HR | 30 Jan 2017, 12:31 |
| Q3 2016 | 476 | $349,894,000 | +$22,767,959 | -$42,932,593 | -$20,164,634 | IJR, IWB, BRKB, AGG, IJH | 13F-HR | 26 Oct 2016, 12:14 |
| Q2 2016 | 494 | $361,962,000 | +$28,993,835 | -$16,154,377 | +$12,839,458 | IJR, IWB, BRKB, AGG, IJH | 13F-HR | 25 Jul 2016, 17:26 |
| Q1 2016 | 622 | $339,267,000 | +$7,845,438 | -$20,950,334 | -$13,104,896 | IJR, IWB, BRKB, AGG, PRF | 13F-HR | 22 Apr 2016, 18:06 |
| Q4 2015 | 531 | $347,185,000 | +$128,960,063 | -$15,918,115 | +$113,041,948 | IJR, IWB, BRKB, AGG, PRF | 13F-HR | 02 Feb 2016, 17:41 |
| Q3 2015 | 473 | $227,112,000 | +$56,517,446 | -$6,876,497 | +$49,640,949 | BRKB, PRF, PRFZ, VTI, DTD | 13F-HR | 27 Oct 2015, 15:43 |
| Q2 2015 | 504 | $194,780,000 | +$7,060,180 | -$17,035,743 | -$9,975,563 | PRF, PRFZ, VTI, DTD, XLE | 13F-HR | 31 Jul 2015, 17:23 |
| Q1 2015 | 504 | $208,896,000 | +$13,310,492 | -$5,176,651 | +$8,133,841 | BRKB, PRF, PRFZ, VTI, DTD | 13F-HR | 28 Apr 2015, 11:25 |
| Q4 2014 | 518 | $629,310,000 | +$25,557,028 | -$5,665,404 | +$19,891,624 | BRKA, BRKB, PRF, PRFZ, VTI | 13F-HR | 22 Jan 2015, 18:24 |
| Q3 2014 | 483 | $571,614,000 | +$9,488,425 | -$8,500,392 | +$988,033 | BRKA, BRKB, PRF, PRFZ, DTD | 13F-HR | 29 Oct 2014, 14:05 |
| Q2 2014 | 471 | $546,149,000 | +$397,622,025 | -$38,654,058 | +$358,967,967 | BRKA, BRKB, PRF, PRFZ, DTD | 13F-HR | 29 Jul 2014, 14:43 |
| Q1 2014 | 112 | $180,504,474 | +$7,232,296 | -$58,606,067 | -$51,373,771 | PRFZ, DTD, VTI, PRF, EPD | 13F-HR | 16 Apr 2014, 17:52 |
| Q4 2013 | 128 | $229,579,000 | $0 | $0 | $0 | VTI, DTD, BRKB, PRFZ, VEA | 13F-HR | 14 Jan 2014, 11:57 |