Universe · entity
JFS WEALTH ADVISORS, LLC
Institutional manager (13F) · CIK 1568068
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $157M | 4,046,394 |
| 2 | DIMENSIONAL ETF TRUST | $127M | 3,737,287 |
| 3 | DIMENSIONAL ETF TRUST | $96M | 1,357,480 |
| 4 | ISHARES TR | $71M | 199,371 |
| 5 | ISHARES TR | $70M | 700,628 |
| 6 | ISHARES TR | $58M | 88,570 |
| 7 | BERKSHIRE HATHAWAY INC DEL | $50M | 104,445 |
| 8 | ISHARES TR | $48M | 713,381 |
| 9 | ISHARES TR | $41M | 385,993 |
| 10 | VANGUARD MUN BD FDS | $40M | 811,204 |
| 11 | ISHARES TR | $40M | 318,649 |
| 12 | DIMENSIONAL ETF TRUST | $39M | 1,013,438 |
| 13 | ISHARES TR | $33M | 78,355 |
| 14 | VANGUARD TAX-MANAGED FDS | $33M | 509,610 |
| 15 | ISHARES TR | $31M | 344,211 |
| 16 | ISHARES TR | $28M | 130,730 |
| 17 | APPLE INC | $25M | 99,225 |
| 18 | DIMENSIONAL ETF TRUST | $23M | 671,726 |
| 19 | ISHARES INC | $23M | 322,818 |
| 20 | DIMENSIONAL ETF TRUST | $22M | 486,035 |
| 21 | VANGUARD BD INDEX FDS | $20M | 265,985 |
| 22 | DIMENSIONAL ETF TRUST | $18M | 503,716 |
| 23 | J P MORGAN EXCHANGE TRADED F | $17M | 329,687 |
| 24 | ISHARES TR | $16M | 141,475 |
| 25 | VANGUARD INDEX FDS | $16M | 48,812 |
| 26 | VANGUARD INTL EQUITY INDEX F | $15M | 281,455 |
| 27 | BERKSHIRE HATHAWAY INC DEL | $14M | 19 |
| 28 | VANGUARD SPECIALIZED FUNDS | $13M | 62,431 |
| 29 | STATE STR SPDR S&P 500 ETF T | $13M | 20,181 |
| 30 | J P MORGAN EXCHANGE TRADED F | $13M | 271,776 |
| 31 | ISHARES TR | $12M | 32,359 |
| 32 | INVESCO EXCH TRADED FD TR II | $12M | 163,853 |
| 33 | ISHARES TR | $12M | 53,950 |
| 34 | MICROSOFT CORP | $10M | 25,946 |
| 35 | ISHARES TR | $9M | 93,755 |
| 36 | ALPHABET INC | $9M | 32,706 |
| 37 | ISHARES TR | $9M | 85,703 |
| 38 | ISHARES TR | $9M | 106,582 |
| 39 | ISHARES TR | $9M | 72,337 |
| 40 | SCHWAB STRATEGIC TR | $9M | 344,002 |
| 41 | DIMENSIONAL ETF TRUST | $8M | 243,468 |
| 42 | ISHARES TR | $8M | 55,968 |
| 43 | FIRST TR EXCHANGE-TRADED FD | $8M | 158,536 |
| 44 | VANGUARD WHITEHALL FDS | $8M | 52,324 |
| 45 | JOHNSON & JOHNSON | $8M | 30,749 |
| 46 | SCHWAB STRATEGIC TR | $7M | 298,692 |
| 47 | DIMENSIONAL ETF TRUST | $7M | 152,003 |
| 48 | ALPHABET INC | $7M | 25,098 |
| 49 | SPDR SERIES TRUST | $7M | 154,341 |
| 50 | ISHARES TR | $7M | 27,574 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.