Universe · entity
JSF Financial, LLC
Institutional manager (13F) · CIK 1802224
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $462M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $83M | 127,252 |
| 2 | AMERICAN CENTY ETF TR | $57M | 671,730 |
| 3 | CAPITAL GROUP GROWTH ETF | $43M | 1,063,800 |
| 4 | FIRST TR EXCHANGE TRADED FD | $35M | 891,631 |
| 5 | ISHARES TR | $26M | 279,803 |
| 6 | APPLE INC | $21M | 82,889 |
| 7 | ISHARES TR | $20M | 78,861 |
| 8 | ISHARES GOLD TR | $19M | 215,168 |
| 9 | ISHARES TR | $15M | 142,972 |
| 10 | INVESCO QQQ TR | $14M | 23,759 |
| 11 | ISHARES TR | $12M | 137,649 |
| 12 | INVESCO EXCHANGE TRADED FD T | $10M | 179,305 |
| 13 | NVIDIA CORPORATION | $9M | 51,743 |
| 14 | ALPHABET INC | $6M | 21,755 |
| 15 | MICROSOFT CORP | $6M | 15,700 |
| 16 | BNY MELLON ETF TRUST II | $6M | 186,738 |
| 17 | AMAZON COM INC | $5M | 23,275 |
| 18 | ISHARES TR | $5M | 11,200 |
| 19 | AMERICAN CENTY ETF TR | $5M | 55,973 |
| 20 | BERKSHIRE HATHAWAY INC DEL | $4M | 8,563 |
| 21 | J P MORGAN EXCHANGE TRADED F | $4M | 68,183 |
| 22 | ISHARES TR | $4M | 26,641 |
| 23 | SELECT SECTOR SPDR TR | $3M | 24,316 |
| 24 | SPDR SERIES TRUST | $3M | 41,050 |
| 25 | JPMORGAN CHASE & CO | $3M | 10,469 |
| 26 | DOUBLEVERIFY HLDGS INC | $3M | 316,831 |
| 27 | SELECT SECTOR SPDR TR | $3M | 32,409 |
| 28 | ISHARES TR | $3M | 27,021 |
| 29 | ALPHABET INC | $2M | 8,557 |
| 30 | ISHARES INC | $2M | 32,761 |
| 31 | BROADCOM INC | $2M | 7,198 |
| 32 | WALMART INC | $2M | 17,414 |
| 33 | EXXON MOBIL CORP | $2M | 12,181 |
| 34 | COSTCO WHOLESALE CORPORATION | $2M | 1,996 |
| 35 | ISHARES TR | $2M | 28,951 |
| 36 | ISHARES TR | $2M | 14,627 |
| 37 | STATE STR SPDR S&P 500 ETF T | $2M | 2,716 |
| 38 | DISNEY WALT CO | $2M | 17,041 |
| 39 | CASEYS GEN STORES INC | $2M | 2,117 |
| 40 | CENTERPOINT ENERGY INC | $1M | 33,144 |
| 41 | WOODWARD INC | $1M | 3,959 |
| 42 | NISOURCE INC | $1M | 30,191 |
| 43 | TRAVELERS COMPANIES INC | $1M | 4,817 |
| 44 | CARDINAL HEALTH INC | $1M | 6,612 |
| 45 | MCKESSON CORP | $1M | 1,592 |
| 46 | FABRINET | $1M | 2,631 |
| 47 | CBOE GLOBAL MKTS INC | $1M | 4,881 |
| 48 | VISA INC | $1M | 4,477 |
| 49 | GILEAD SCIENCES INC | $1M | 9,651 |
| 50 | FLEXTRONICS INTL LTD | $1M | 20,504 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.